All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £30000 - £45000 per annum + benefits package
• Posted 2 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Edinburgh team. This role is ideal for someone with strong Defined Benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. You'll play...

• Edinburgh
• £32000 - £35000 per annum
• Posted 4 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

• Edinburgh
• £50000.00 - £60000.00 per annum + bonus and excellent benefits
• Posted 4 days ago

Elevate Your Financial Advisory Career in Edinburgh Are you a driven Financial Adviser with around 2 years of experience, ready to take the next significant step in your career? Do you aspire to join a large, prestigious national firm where you can inherit a strong client base while also cultivat...

• Edinburgh
• £30000 - £34000 per annum
• Posted 11 days ago

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary pap...

• Edinburgh
• £35000 - £38000 per annum
• Posted 24 days ago

We are looking for a proactive and detail-oriented Business Assurance Support to join our team on a 12-month fixed-term contract. This role will support the Business Assurance Manager in identifying risks, supporting Advisers and ensuring compliance across the group. Key responsibilities Collate ...

• Edinburgh
• Negotiable
• Posted 25 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• £40000 - £45000 per annum
• Posted 25 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Edinburgh
• Negotiable
• Posted 26 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Edinburgh
• £26000 - £30000 per annum
• Posted 29 days ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Edinburgh
• £26000 - £32000 per annum
• Posted about 1 month ago

Idex Consulting is recruiting for an IFA Administrator based in Edinburgh to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effectiv...

• Edinburgh
• £25000 - £26000 per annum
• Posted about 1 month ago

My client is currently looking for two SIPP Administrators to join their team in Manchester or Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in ret...

• Edinburgh
• £55000 - £65000 per annum
• Posted about 2 months ago

A very exciting opportunity has arisen for a highly 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 Senior Paraplann...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 2 months ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Edinburgh
• £32000 - £38000 per annum
• Posted about 2 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, ...

• Edinburgh
• £75000.00 - £95000.00 per annum + Excellent benefits package
• Posted 2 months ago

Idex currently have an exciting opportunity for a Senior Financial Planner to join this well known brand and help execute the delivery of great planning and service to clients. Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality ...

• Edinburgh
• £40000 - £45000 per annum
• Posted 3 months ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 3 months ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Edinburgh
• £85000 - £95000 per annum + Excellent benefits package
• Posted 3 months ago

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office. You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner....