All jobs near Scotland in the Financial Services sector

• Glasgow
• £50000 - £55000 per annum
• Posted about 4 hours 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...

• Glasgow
• £32000.00 - £38000.00 per annum + flexible working
• Posted about 20 hours ago

Senior IFA Admin City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Senior Admin 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 bu...

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted about 22 hours 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 1 day 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 1 day 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 1 day 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 1 day 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 2 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 6 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 9 days 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...

• Glasgow
• £40000 - £45000 per annum
• Posted 12 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...

• Glasgow
• £40000 - £50000 per annum
• Posted 12 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
• £35000 - £45000 per annum + Excellent benefits package
• Posted 15 days ago

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing wi...

• Edinburgh
• £50000 - £90000 per annum
• Posted 15 days ago

IDEX is delighted to be working closely with a prestigious Pensions Consultancy 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 Actuarial function. You will be responsible for servicing a p...

• Aberdeen
• £26500 - £35000 per annum
• Posted 15 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Aberdeen. You will be part of a team providing support and reports to the company director. Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain ...

• Edinburgh
• £40000 - £50000 per annum
• Posted 19 days ago

An exciting opportunity for an Associate Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as and building knowledge through exposure to client planning scenarios. Y...

• Edinburgh
• Negotiable
• Posted 20 days ago

Purpose Working within the Client Servicing Team based in Edinburgh supporting paraplanners and advisers within the group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from exte...

• Aberdeen
• £25000 - £30000 per annum
• Posted 21 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
• £30000 - £36000 per annum
• Posted 26 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 26 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...