All jobs near Scotland in the Financial Services sector

• Edinburgh
• £90000 - £130000 per annum + Excellent benefits package
• Posted 6 days 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...

• Glasgow
• flexible working
• Posted 13 days ago

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, prote...

• Aberdeenshire
• Up to £18900 per annum
• Posted 14 days ago

A new opportunity for an Part-time Administrator to join a IFA Practice Working hours will be approximately 26 per week, Monday to Thursday. Responsibilities Carrying out administrative tasks, such as compiling letters, emails and reports Organising client appointments Office stationery and stock...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted 20 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
• £40000.00 - £45000.00 per annum + Bonus
• 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 ...

• East Renfrewshire
• £28000.00 - £35000.00 per annum + flexible working
• Posted 23 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Administrator based in Newton Mearns. This is a brilliant opportunity for flexibility over hours and working from home. Role & Responsibilities: Supporting and assisting the financial adviser Responding and forwarding on queries s...

• Edinburgh
• £45000 - £50000 per annum
• Posted 27 days ago

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a ...

• Aberdeen
• £38000 - £54000 per annum + benefits package
• Posted 27 days 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 ...

• Glasgow
• £38000 - £54000 per annum + benefits package
• Posted 27 days 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
• £38000 - £54000 per annum + benefits package
• Posted 27 days 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 ...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 27 days ago

An exciting opportunity has arisen for an expeAn exciting opportunity has arisen for an experienced Group Risk Technical Analyst. Remote working - you will be required to go into the Glasgow office once or twice a month Role purpose: To provide support and assistance in the acquisition of new bus...

• Glasgow
• £40000 - £45000 per annum
• Posted about 1 month ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known and award winning 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 Paraplan...

• Edinburgh
• £40000 - £45000 per annum
• Posted about 1 month 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...

• Glasgow
• £40000 - £45000 per annum
• Posted about 1 month 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...

• Falkirk
• Negotiable
• Posted about 1 month ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Edinburgh
• £25000 - £32000 per annum
• Posted about 1 month ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Responsibilities: Preparing illustrations and paperwork for clients Processing and chasing of new business, both paper based and online Process fund switches and rebalances Sending out Letters o...

• Glasgow
• £25000 - £35000 per annum
• Posted about 1 month ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business. 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 financial services produc...

• Glasgow
• £28000 - £30000 per annum
• Posted about 1 month ago

An exciting opportunity has arose with our leading client who deliver integrated solutions in the Pensions Industry are now looking for a Personal Assistant. About You: You will be an experienced Personal Assistant who can work proactively and independently. You will be able to manage multiple ta...

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted about 1 month 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
• £34000 - £40000 per annum
• Posted about 1 month ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions ...