All jobs near Scotland in the Financial Services sector

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 1 day 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 2 days 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 ...

• Glasgow
• £25000 - £35000 per annum
• Posted 2 days 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 DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 1...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 2 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 ...

• Glasgow
• £80000 - £90000 per annum + Bonus
• Posted 2 days ago

The Senior Wealth Manager 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. Responsibilit...

• Edinburgh
• £25000 - £35000 per annum
• Posted 8 days 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...

• Glasgow
• £70000 - £80000 per annum
• Posted 8 days ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of person...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 9 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice 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. Some of the duties are: Prepare suitabil...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 9 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 ...

• Glasgow
• £32000 - £38000 per annum
• Posted 10 days ago

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

• Glasgow
• £28000 - £36000 per annum
• Posted 10 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. 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. Some of the duties are: Prepare suitabili...

• Edinburgh
• £25000 - £30000 per annum
• Posted 10 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: Client reviews Preparing valu...

• Aberdeen
• £38000 - £45000 per annum + benefits package
• Posted 10 days ago

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen. The purpose of this role is to support the Financial Planners through the efficient management and administration of client recommendations and the review process. As a P...

• Edinburgh
• £35000.00 - £45000.00 per annum
• Posted 16 days 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...

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

IDEX Consulting is currently partnered with one of the leading UK pension consultancies in the search for an experienced DB Pension Administrator. This firm are renowned for their family feel culture and excellent staff retention rate, within a supportive environment. You will be responsible for ...

• Glasgow
• £26000.00 - £34000.00 per annum
• Posted 16 days ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Edinburgh
• £75000.00 - £100000.00 per annum
• Posted 16 days ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will service a recently acquired client bank. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of ...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted 16 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. We are looking for someone to provide high quality technical financial services administration and analyti...

• Edinburgh
• £55000.00 - £65000.00 per annum + Full commission
• Posted 16 days 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...

• Glasgow
• £80000.00 - £90000.00 per annum + Excellent benefits package
• Posted 16 days ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of person...