All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £26000 - £32000 per annum + benefits package
• Posted 3 days 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 4 days 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 4 days 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...

• Edinburgh
• £32000 - £38000 per annum
• Posted 10 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
• £30000 - £35000 per annum
• Posted 22 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 ...

• Edinburgh
• £45000 - £55000 per annum
• Posted 23 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...

• Edinburgh
• £80000 - £85000 per annum
• Posted about 1 month ago

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will count on you to: Work with yo...

• Edinburgh
• £25000 - £33000 per annum
• Posted about 1 month ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. 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 and have e...

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

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Edinburgh
• £28000 - £33000 per annum
• Posted about 2 months ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...

• Edinburgh
• £40000 - £45000 per annum + Benefits package
• Posted about 2 months ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Edinburgh
• £40000 - £50000 per annum
• Posted 2 months ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• Edinburgh
• £50000 - £55000 per annum
• Posted 3 months ago

Salary to £55,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified paraplanner interested in combining that with delivery of advice and take your role to the n...

• Edinburgh
• Negotiable
• Posted 3 months 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...