All jobs near Scotland in the Financial Services sector

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted about 7 hours ago

. Our client is a highly successful Pensions Consultancy and SIPP packager based in Glasgow. As a SIPP Administrator you will be joining a highly successful team to maintain a portfolio of members, processing pension contributions, calculating pension benefits and reconciliation of accounts. You ...

• Glasgow
• £25000.00 - £35000.00 per annum
• Posted about 8 hours ago

**The Culture** Our ethos revolves around fostering fulfilling and enriching careers for all our team members. What sets us apart from competitors is our unwavering commitment to balancing responsibility with freedom and flexibility. This equilibrium, coupled with our collaborative approach, enab...

• Glasgow
• Up to £24000.00 per annum
• Posted 3 days ago

To provide support to the Health & Protection Consultants within the Desk Based Team of Employee Benefits division. Always adhering to the company's' compliance processes. Responsibilities: Day to day administration of membership amendments and keeping Consultants informed of any queries Sending ...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 3 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new of...

• Glasgow
• £23000 - £30000 per annum + Excellent benefits package
• Posted 3 days ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Edinburgh
• £10000 - £75000 per annum
• Posted 4 days ago

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brou...

• Aberdeen
• £65000.00 - £85000.00 per annum
• Posted 8 days ago

A new opportunity has arisen to join a well established, successful IFA practice in Aberdeen to take over an existing portfolio. You will receive referrals and use existing introducers whilst creating new business development opportunities. You will manage the existing clients whilst trying to in...

• Glasgow
• £40000.00 - £45000.00 per annum
• Posted 10 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 lette...

• Edinburgh
• £65000.00 - £85000.00 per annum + flexible working from home
• Posted 11 days ago

Independent Financial Adviser - Edinburgh + excellent bonus + potential share option. My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future f...

• Aberdeen
• £70000.00 - £85000.00 per annum + Bonus
• Posted 11 days ago

Award-winning Chartered Financial Planning Firm 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 Planning and Pension and Ret...

• Aberdeen
• £60000 - £75000 per annum + Excellent benefits package
• Posted 11 days ago

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. 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 retireme...

• Glasgow
• £100000 - £150000 per annum
• Posted 11 days ago

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Roles across Scotland Clients + Leads Provided An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial A...

• Glasgow
• £40000.00 - £50000.00 per annum + Excellent benefits package
• Posted 15 days ago

My client, an exciting and growing national firm, 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 clien...

• Glasgow
• £24000.00 - £32000.00 per annum
• Posted 24 days ago

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...

• Glasgow
• £30000 - £40000 per annum
• Posted 26 days ago

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the ...

• Glasgow
• £34000.00 - £40000.00 per annum
• Posted 28 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 Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions ...

• Glasgow
• £25000.00 - £35000.00 per annum
• Posted 28 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...

• Glasgow
• £65000.00 - £85000.00 per annum
• Posted about 1 month ago

Idex have partnered with a boutique wealth management company who are looking for an 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 personal, ...

• Edinburgh
• Up to £42000.00 per annum
• Posted about 1 month ago

I am currently looking for an experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition/growth phase. The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 Senior ...

• Glasgow
• £40000.00 - £45000.00 per annum
• Posted about 1 month ago

Paraplanner, 2 days in the office and scope to become an Adviser quickly. Competitive salary - depending on experience and qualifications. A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is flexible and confide...