All jobs near Scotland in the Financial Services sector

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted 12 days 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...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 12 days ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 12 days ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow 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. This is...

• Edinburgh
• Negotiable
• Posted 17 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...

• Glasgow
• Negotiable
• Posted 17 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 17 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
• £30000 - £34000 per annum
• Posted 18 days ago

Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team. In this role, you'll w...

• Glasgow
• £70000.00 - £100000.00 per annum + FLEXIBLE WORKING AND SHARES
• Posted 18 days ago

Are you an employed IFA looking to be more in charge of your own destiny? Do you want to move your clients to a progressive firm who will give you all the back office support you need and shares from the outset? Do you want the ability to work when you want and where you want all the time? (This ...

• Glasgow
• £48000.00 - £53000.00 per annum
• Posted 24 days ago

Senior Paraplanner, mostly remote (but must be in central belt of Scotland) A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you wil...

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted 25 days 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 25 days 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 26 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 26 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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...