All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £70000 - £90000 per annum + Bonus
• Posted 5 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 ...

• Edinburgh
• £32000 - £40000 per annum
• Posted 14 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Edinburgh
• £25000 - £30000 per annum
• Posted 19 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 24 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...

• Edinburgh
• £28000 - £30000 per annum
• Posted about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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
• £75000 - £90000 per annum + Excellent benefits package
• Posted about 2 months ago

This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can pur...

• Edinburgh
• £85000 - £100000 per annum
• Posted about 2 months ago

The Private Clients Financial Planner 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. L...

• Edinburgh
• £75000.00 - £95000.00 per annum + Excellent benefits package
• Posted about 2 months ago

Idex currently have an exciting opportunity for a Senior Financial Planner to join this well known brand and help execute the delivery of great planning and service to clients. Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality ...

• Edinburgh
• £25000 - £30000 per annum + Benefits + Bonus
• Posted about 2 months ago

Idex Consulting have a new opportunity for an Financial Services Administrator for a 6 months FTC to join a highly wealth management team in Edinburgh. Overall summary: Team member of the client on-boarding & data maintenance team, part of the client operations functions and responsible for clien...

• Edinburgh
• £50000 - £70000 per annum + benefits package
• Posted about 2 months 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 3 months 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...