All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £25000 - £32000 per annum
• Posted 6 days ago

My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team. Hybrid working THE ROLE Maintain core systems ensuring that all tasks are carried out and completed in line with co...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 8 days ago

IDEX is working with a market leading Wealth Management firm in the search for experienced Employee Benefits Administrators. Due to continued growth, this successful firm are looking to add to the Scottish team (Glasgow, Edinburgh and Aberdeen). The successful candidate will be expected to provid...

• Edinburgh
• £50000 - £70000 per annum + benefits package
• Posted 8 days ago

Company: We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for retirement. We are part of a leading provider of advice, investment platforms, multi-asset investment solutions, a...

• Edinburgh
• £75000.00 - £90000.00 per annum + plus car plus bonus
• Posted 15 days ago

A unique opportunity has arisen within this well known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring advisers clients and to help grow the business. The role will involve: Providing financial planning advice to a wide range of clients. Assist...

• Edinburgh
• £90000 - £130000 per annum + Excellent benefits package
• Posted about 1 month ago

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow...

• Edinburgh
• £38000 - £54000 per annum + benefits package
• Posted about 2 months ago

Paraplanner - Can be based anywhere in Scotland (Edinburgh/Glasgow, or Aberdeen) An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a ...

• Edinburgh
• £40000 - £45000 per annum
• Posted 2 months 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 experienc...

• Edinburgh
• £25000 - £35000 per annum
• Posted 3 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
• £25000 - £30000 per annum
• Posted 3 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
• £35000.00 - £45000.00 per annum
• Posted 3 months ago

Following a period of sustained growth and success, our award-winning client is looking to expand their actuarial consulting team. If you are a part-qualified, nearly qualified or recently qualified actuary and experience of working in the UK Defined Benefit/Final Salary Pension world then we'd l...

• Edinburgh
• £55000.00 - £65000.00 per annum + Full commission
• Posted 3 months ago

We are working on an excellent opportunity for a Financial Adviser to join a growing financial planning firm as a home based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based but you should be within a commutable distance to Glasgow...

• Edinburgh
• Up to £30000.00 per annum
• Posted 3 months ago

A leading Wealth Management brand with a growing Pensions and Benefits team, are searching for experience Client Relationship Managers to join their growing teams in Scotland Job summary: Reporting directly to EB Section Managers, this is a key role, managing and administering a portfolio of empl...

• Edinburgh
• £40000 - £55000 per annum
• Posted 3 months ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather...