All jobs near Scotland in the Financial Services sector

• Edinburgh
• £25000 - £30000 per annum
• Posted 3 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system a...

• Edinburgh
• £30000 - £36000 per annum
• Posted 8 days ago

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

• Glasgow
• £25000 - £35000 per annum
• Posted 8 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
• £30000 - £45000 per annum
• Posted 8 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Support the Financial Planners to enable the achieveme...

• Falkirk
• Negotiable
• Posted 10 days 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...

• Glasgow
• £26000 - £34000 per annum
• Posted 10 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...

• Glasgow
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted 11 days ago

Financial Advisor - Home-Based | Award-Winning National Firm - Scotland An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. Th...

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted 15 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
• £30000 - £45000 per annum + benefits package
• Posted 17 days ago

This is a fantastic opportunity for an ambitious administrator looking to progress within Private Banking/Wealth Management. Client Advisor Assistant/Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilit...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 17 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 17 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
• £28000 - £30000 per annum
• Posted 22 days ago

Idex Consulting have partnered with a boutique DFM business who are looking for an PA to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in a support role within financial services. The primary focus of the role will be supporting two...

• Edinburgh
• £28000 - £32000 per annum
• Posted 22 days ago

Idex Consulting have partnered with a boutique DFM business who are looking for an Client Services Manager to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services. The CSM will be responsible for...

• Edinburgh
• £25000 - £35000 per annum
• Posted 24 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...

• Edinburgh
• £25000 - £30000 per annum
• Posted 24 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 24 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...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 24 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
• £70000 - £80000 per annum
• Posted 24 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...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 24 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
• £34000 - £40000 per annum
• Posted 30 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 ...