All jobs near Scotland in the Financial Services sector

• Aberdeen
• £25000 - £30000 per annum
• Posted 1 minute ago

IDEX Consulting are looking to recruit a Client Service Associate (New Business) on behalf of a leading national IFA to join their Client Services team. You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and intern...

• Glasgow
• £25000 - £30000 per annum
• Posted 2 minutes ago

IDEX Consulting are looking to recruit a Client Service Associate (New Business) on behalf of a leading national IFA to join their Client Services team. You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and intern...

• Glasgow
• £28000 - £32000 per annum
• Posted 1 day ago

An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow. This role would suit someone who is looking to build a long-term career within Financial Services Administration. The role Processing and...

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted 1 day ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Dundee
• £80000 - £90000 per annum
• Posted 1 day ago

Idex have partnered with a boutique wealth management company who are looking for 3 Chartered IFA's who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of...

• Glasgow
• £65000 - £80000 per annum + car allowance + bonus
• Posted 6 days ago

I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, ex...

• Glasgow
• £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
• £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...

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted about 1 month ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Elgin
• £22000 - £30000 per annum
• Posted about 1 month ago

You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• Kirkcaldy
• £45000 - £55000 per annum + bonus + benefits
• Posted about 1 month ago

We're partnered with a national IFA business looking for a Desk based Financial Advisor to join their thriving Kirkaldy office. This is a fantastic opportunity for an aspiring advisor to join a solid desk-based team, and gain valuable exposure to highly affluent and high-net-worth clients. About...

• Aberdeen
• £26000 - £30000 per annum
• Posted about 1 month ago

An excellent opportunity for two Financial Services Administrators to join a successful national IFA practice, based in either Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and eff...

• 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...

• Glasgow
• £48000 - £54000 per annum
• Posted about 2 months ago

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review lette...

• Glasgow
• £75000 - £90000 per annum
• Posted about 2 months ago

Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100. The practice offers a fully-supported environment with...