All jobs near Scotland in the Financial Services sector

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted about 20 hours ago

Idex Consulting are looking for a very experienced Technical Senior Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a...

• Scotland
• £75000 - £85000 per annum
• Posted 1 day ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This role is remote however you will be expected...

• Glasgow
• £48000.00 - £55000.00 per annum + Excellent benefits package
• Posted 2 days ago

Senior Paraplanner, City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche ...

• Falkirk
• Negotiable
• Posted 2 days ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 9 days ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

• Glasgow
• £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
• Posted 10 days ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities? Why Join Career Growth:Structured development programmes, funded qualifications (CII/CISI), and...

• Aberdeen
• £25000 - £30000 per annum
• Posted 14 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice. 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: Using IO system and a variety of p...

• Aberdeen
• £40000 - £45000 per annum
• Posted 16 days ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Glasgow
• £70000 - £80000 per annum
• Posted 16 days ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting 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 person...

• Edinburgh
• £25000 - £35000 per annum
• Posted 16 days 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
• £25000 - £30000 per annum
• Posted 16 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• Glasgow
• £50000 - £55000 per annum
• Posted 22 days ago

IDEX is delighted to be working closely with a prestigious Pensions and employee benefits group on a number of hires across a range of levels. Due to continued growth and recent success, this national firm is looking to build out their highly talented team. As a Client Director / Senior Client Di...

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted 23 days ago

We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service. What you'll do: Lead, train, ...

• Glasgow
• £34000 - £40000 per annum
• Posted 23 days ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions ...

• Glasgow
• £70000.00 - £90000.00 per annum + Excellent benefits package
• Posted 23 days ago

A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flex...

• Aberdeen
• £80000.00 - £95000.00 per annum + 25% bonus
• Posted 23 days ago

A brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser. You will work closely with the partners and give financial advice to their current client bank. You will receive full back office support and paraplanning services. You will be responsible...

• Edinburgh
• £75000.00 - £95000.00 per annum + Excellent benefits package
• Posted 23 days 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 ...

• Glasgow
• £26000 - £28000 per annum
• Posted 24 days ago

Kickstart your career in wealth management with this exciting opportunity! We are seeking a motivated and experienced Wealth Support Administrator to join our dynamic team. If you have a minimum of 6 months of experience in the field and a passion for providing exceptional client service, we want...

• Glasgow
• £80000 - £85000 per annum + benefits package
• Posted 28 days ago

A rare opportunity has arisen within this Chartered wealth planning firm with offices in central Glasgow. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: Investment and portfolio construction Cashflow planning and modelling Pension and...

• Hamilton
• £75000.00 - £80000.00 per annum + Bonus
• Posted about 1 month ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Hamilton to take over an existing large portfolio. One of their most successful advisers is retiring but will be on hand to transition the clients to you over the next few months. A number of the c...