All jobs near Edinburgh 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 ...

• 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...

• 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...

• 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...

• 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 ...

• 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...

• Edinburgh
• Up to £30000.00 per annum
• Posted 23 days ago

A leading Wealth Management brand with a growing Pensions and Benefits team, are searching for experience Client Relationship Managers to join their growing teams in Scotland Job summary: Reporting directly to EB Section Managers, this is a key role, managing and administering a portfolio of empl...

• Edinburgh
• £40000 - £55000 per annum
• Posted 23 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather...

• Edinburgh
• £55000 - £60000 per annum
• Posted about 1 month ago

A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh. Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be re...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted about 1 month ago

IDEX is working with a market leading Wealth Management firm in the search for experienced Employee Benefits Administrators. Due to continued growth, this successful firm are looking to add to the Scottish team (Glasgow, Edinburgh and Aberdeen). The successful candidate will be expected to provid...

• Edinburgh
• £28000 - £34000 per annum
• Posted about 1 month ago

We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Edinburgh. The Role Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new cli...

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted about 1 month ago

Idex Consulting are recruiting for an experienced Client 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: Preparing valuations Processing ...

• Edinburgh
• £25000 - £30000 per annum
• Posted about 2 months 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
• £90000 - £130000 per annum + Excellent benefits package
• Posted 2 months 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...

• Edinburgh
• £40000 - £50000 per annum
• Posted 3 months ago

Idex Consulting have a new opportunity for an experienced Paraplanner to join a IFA Practice in Edinburgh City Centre. Key Responsibilities & Accountabilities: Ensure completeness of client file/data gathering Confirm risk profile, capacity for loss and knowledge and experience is determined and ...

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 3 months 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 ...