All jobs near Scotland in the Financial Services sector

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 1 day ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Glasgow
• £65000.00 - £70000.00 per annum + Excellent benefits package
• Posted 2 days ago

Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning t...

• Edinburgh
• £85000 - £95000 per annum + Excellent benefits package
• Posted 2 days ago

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office. You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner....

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted 2 days ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role ...

• Edinburgh
• £40000 - £45000 per annum
• Posted 2 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Glasgow
• £40000 - £45000 per annum
• Posted 2 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Lossiemouth
• £25000 - £32000 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Glasgow
• £40000 - £60000 per annum
• Posted 3 days ago

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

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 7 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 ...

• Edinburgh
• £24000 - £28000 per annum + benefits package
• Posted 7 days ago

My client is currently looking for two SIPP Administrators to join their team in Manchester or 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 ret...

• Aberdeen
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Glasgow
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Edinburgh
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 8 days ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Glasgow
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 8 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior 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, s...

• Glasgow
• £28000 - £33000 per annum
• Posted 16 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Glasgow
• £27000 - £32000 per annum
• Posted 16 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large National Financial Planning Firm with stunning offices in Glasgow City Centre. You will be part of a team providing supporting financial advisers. Prepare suitability reports Using IO system and a variety of platforms...

• Glasgow
• £32000 - £38000 per annum
• Posted 16 days ago

My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche business and their clients typically have £1m - £5m po...

• Edinburgh
• £70000 - £90000 per annum + Bonus
• Posted 23 days ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Glasgow
• £40000.00 - £45000.00 per annum + Bonus
• Posted 24 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 ...