All jobs near Scotland in the Financial Services sector

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 2 days ago

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

• Edinburgh
• £40000 - £45000 per annum
• Posted 3 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 3 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 4 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 5 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 5 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 8 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 8 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 11 days 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 11 days 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 11 days 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 11 days 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 ...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 12 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• Bishopbriggs
• £45000.00 - £50000.00 per annum + Excellent benefits package
• Posted 12 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow (Bishopbriggs). As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writ...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 12 days ago

Paraplanner Location: Glasgow (Newton Mearns) We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust plannin...

• Edinburgh
• £50000.00 - £60000.00 per annum + bonus and excellent benefits
• Posted 17 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...

• Hamilton
• £28500.00 - £32000.00 per annum + flexible working from home
• Posted 17 days ago

Financial Administrator Location: Hamilton (Hybrid - 1 day WFH after probation) Benefits (including a 9-day working fortnight) Job Type: Full-Time, Permanent Idex Consulting is working with a leading IFA practice in Hamilton to recruit an experienced Financial Administrator. Responsibilities: Pro...

• Edinburgh
• £25000 - £30000 per annum
• Posted 19 days ago

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator. Key responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client pr...

• Stirling
• £27000 - £28500 per annum + benefits package
• Posted 25 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...

• Aberdeenshire
• £22000.00 - £30000.00 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...