All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £40000 - £50000 per annum
• Posted 7 days ago

We are seeking an experienced Advice/Compliance File Checker to join an established financial services business. The role will involve reviewing Adviser files, suitability reports and recommendations to ensure advice is suitable, compliant and meets regulatory and internal standards. You will pro...

• Edinburgh
• £55000 - £75000 per annum
• Posted 8 days ago

A fantastic opportunity has arisen for an experienced English or dual qualified Family Solicitor to join a highly regarded and ambitious family law team to join a top tier independent Scottish law firm. This role offers the chance to work on a broad range of high-quality family law matters, inclu...

• Edinburgh
• £45000 - £55000 per annum
• Posted 8 days ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with 2-3 years...

• Edinburgh
• £24000 - £26000 per annum
• Posted 16 days ago

We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move. You will manage a varied caseload, working closely with cl...

• Edinburgh
• £85000.00 - £95000.00 per annum + Bonus
• Posted 19 days ago

Financial Planner - Edinburgh Salary up to £95,000 + Bonus An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an opportunity to join an established and successful firm offering a genuinely client-focu...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 22 days ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Edinburgh
• £70000 - £80000 per annum + Benefits package
• Posted about 1 month ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will service a client bank of circa 220 individuals. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advoca...

• Edinburgh
• £28000 - £35000 per annum
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product inform...

• Edinburgh
• £32000 - £35000 per annum
• Posted about 2 months ago

Idex Consulting is working with a boutique discretionary fund management (DFM) firm to recruit a Client Services Executive for their Edinburgh office. As a Client Services Executive, you will be a central point of contact for clients and intermediaries, ensuring smooth communication, accurate pro...

• Edinburgh
• £60000 - £70000 per annum
• Posted 2 months ago

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Edinburgh. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net wort...

• Edinburgh
• £50000.00 - £55000.00 per annum + Bonus
• Posted 2 months ago

We are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser. Delivering excellent financial planning, advice and service to clients. The ideal candidate will: Hold CAS - or be working towards Level 4 diplo...

• Edinburgh
• Up to £50000 per annum
• Posted 2 months ago

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports, develop cash flow mo...

• Edinburgh
• £32000 - £38000 per annum
• Posted 3 months ago

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model,...