All jobs near Edinburgh

• Edinburgh
• £25000 - £33000 per annum
• Posted 6 days 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 14 days 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
• £30000 - £37500 per annum
• Posted 19 days ago

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team. You will be part of a team providing support to Financial Planners. Responsibilities: Using Xplan system and a variety of platforms Obtain quotes, illustrations, produ...

• Edinburgh
• £28000 - £33000 per annum
• Posted 27 days 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
• £25000 - £30000 per annum
• Posted 2 months ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. 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 valu...

• Edinburgh
• £32000 - £38000 per annum
• Posted 3 months 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, ...