All jobs near Scotland in the Financial Services sector

• Glasgow
• £40000 - £50000 per annum
• Posted 4 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 experienc...

• Glasgow
• £40000 - £45000 per annum
• Posted 4 days ago

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month). The role operates within a fast paced enviro...

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 8 days ago

This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilities...

• Glasgow
• £65000.00 - £85000.00 per annum + Excellent benefits package
• Posted 12 days ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Glasgow to take over an existing large portfolio. One of their most successful advisers has moved abroad and so they require someone to take over their clients. A number of the clients are UHNW and...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted 12 days ago

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Pl...

• Aberdeen
• £25000 - £30000 per annum
• Posted 18 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system an...

• Edinburgh
• £55000 - £85000 per annum
• Posted 18 days ago

A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance. A...

• Edinburgh
• £30000 - £36000 per annum
• Posted 18 days ago

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

• Glasgow
• £25000 - £35000 per annum
• Posted 18 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 DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 1...

• Edinburgh
• £40000 - £45000 per annum
• Posted 24 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,...

• Stirling
• £25000 - £28500 per annum + benefits package
• Posted 24 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 25 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 25 days ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Edinburgh
• £30000 - £45000 per annum + benefits package
• Posted 26 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...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted 28 days ago

Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA 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 p...

• Glasgow
• £45000.00 - £55000.00 per annum + Bonus
• Posted 28 days ago

A new and very exciting opportunity has arisen within this highly regarded boutique national firm. We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products and through the process ...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted about 1 month 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
• £24000 - £28000 per annum + benefits package
• 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
• £85000 - £95000 per annum + Excellent benefits package
• Posted about 1 month 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....

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted about 1 month ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role ...