All jobs near Edinburgh 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,...

• 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...

• 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....

• 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...

• 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...

• Edinburgh
• Negotiable
• Posted about 1 month ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• £30000 - £34000 per annum
• Posted about 1 month ago

Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team. In this role, you'll w...

• Edinburgh
• £25000 - £35000 per annum
• Posted 2 months 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...

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted 2 months 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, ...

• Edinburgh
• £75000.00 - £95000.00 per annum + Excellent benefits package
• Posted 2 months 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 ...

• Edinburgh
• £50000 - £90000 per annum
• Posted 3 months 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...

• Edinburgh
• £30000 - £36000 per annum
• Posted 3 months 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...

• Edinburgh
• £55000 - £85000 per annum
• Posted 3 months 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...