All jobs near Scotland in the Financial Services sector

• Edinburgh
• £26000 - £32000 per annum + benefits package
• Posted about 16 hours ago

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and en...

• Edinburgh
• Up to £55000 per annum + benefits package
• Posted 1 day ago

Are you a part-qualified or qualified pensions actuary looking to work with industry experts across a diverse client base? Join a growing Retirement Solutions team with excellent career development opportunities. The Role Deliver actuarial work for Trustee and Corporate clients (calculations, rep...

• Glasgow
• Up to £55000 per annum + benefits package
• Posted 1 day ago

Are you a part-qualified or qualified pensions actuary looking to work with industry experts across a diverse client base? Join a growing Retirement Solutions team with excellent career development opportunities. The Role Deliver actuarial work for Trustee and Corporate clients (calculations, rep...

• Edinburgh
• £75000 - £80000 per annum
• Posted 1 day ago

Ready to take the next step in your actuarial career? This is a standout opportunity to join a highly regarded consulting team where you will gain real exposure to senior decision-makers, work on complex, high-impact projects, and accelerate your progression in a supportive, collaborative environ...

• Glasgow
• £75000 - £80000 per annum
• Posted 1 day ago

Ready to take the next step in your actuarial career? This is a standout opportunity to join a highly regarded consulting team where you will gain real exposure to senior decision-makers, work on complex, high-impact projects, and accelerate your progression in a supportive, collaborative environ...

• Moray
• £26000 - £32000 per annum
• Posted 1 day ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Aberdeen
• £26000 - £32000 per annum
• Posted 1 day ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 1 day ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. 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 with research,...

• Glasgow
• £70000 - £90000 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...

• Edinburgh
• £32000 - £38000 per annum
• Posted 8 days ago

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. The successful candidate will seek to gain an understanding of the business model, ...

• Edinburgh
• £25000 - £35000 per annum
• Posted 8 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...

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted 8 days ago

Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both ne...

• Dundee
• £80000 - £90000 per annum
• Posted 18 days ago

Idex have partnered with a boutique wealth management company who are looking for 3 Chartered IFA's 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...

• Glasgow
• £45000 - £50000 per annum + benefits package
• Posted 19 days ago

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 will be dealing with the full spectrum of products including investments, pensi...

• Edinburgh
• £30000 - £35000 per annum
• Posted 19 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

• Stirling
• £28000 - £35000 per annum
• Posted 21 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...

• Edinburgh
• £45000 - £55000 per annum
• Posted 21 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 2-3 years...

• Glasgow
• £30000 - £45000 per annum
• Posted 22 days ago

Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team. The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant clien...

• Glasgow
• £35000 - £45000 per annum
• Posted 22 days ago

Do you have your diploma in financial services (level 4) and want to become a Financial Adviser? I have a position available for an enthusiastic qualified individual who will be put through an extensive training programme to become a Financial Adviser with a well known national firm. You will wor...

• Glasgow
• £48000 - £50000 per annum
• Posted 27 days ago

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports. Preparation of draft annual review lett...