All jobs near Scotland in the FINANCIAL SERVICES sector

• Glasgow
• £85000 - £100000 per annum + Excellent benefits package and bonus
• Posted 2 days ago

This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can pur...

• Glasgow
• £40000.00 - £50000.00 per annum
• Posted 3 days ago

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplan...

• Glasgow
• £33000.00 - £40000.00 per annum
• Posted 4 days ago

I am currently looking for an experienced Senior Pension Administrator to join a well-established pensions consultancy! The company have offices located all over the UK including Manchester, Belfast and Glasgow - with a hybrid/flexible working scheme, this regime offers staff a healthy work/life ...

• Lossiemouth
• £25000.00 - £35000.00 per annum
• Posted 4 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Lossiemouth. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Remote working - must be available to travel to office based Los...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted 5 days ago

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 11 days ago

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a lar...

• Glasgow
• £27000.00 - £35000.00 per annum + excellent bonus
• Posted 13 days ago

This is a fantastic opportunity for an ambitious experienced Administrator, looking to join a fast-growing and dynamic company. Working on a diverse range of assignments across trustee governance, scheme secretarial support and wider pension scheme related projects. Working as part of a dedicated...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 13 days ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 13 days ago

My client is currently looking an experienced SIPP Administrator to join their team in 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 retirement ...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 16 days ago

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day man...

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 17 days ago

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

• Glasgow
• £35000.00 - £45000.00 per annum
• Posted 17 days ago

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner. You will be preparing personalised financial plans for clients including: Investment of new monies Review suitability of existing arrangements Retirement income strategies Defined benefi...

• Glasgow
• £35000.00 - £42000.00 per annum + benefits package
• Posted 17 days ago

IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clea...

• Glasgow
• £45000.00 - £55000.00 per annum
• Posted 17 days ago

Due to exciting business growth, Idex Consulting are currently searching for a Telephone Business Development Manager to join one of the UK's award winning investment management companies with a base in Glasgow. Their proposition is unique in the market and the firm hold an excellent reputation f...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted 17 days ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 19 days ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

• Aberdeen
• £35000.00 - £45000.00 per annum
• Posted 20 days ago

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 next level? Idex consulting are looking for someone who is passionate about great client service to join this ...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 20 days 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: Preparing valuations Processi...