All jobs near Edinburgh in the Financial Services sector

• Edinburgh
• £28000 - £30000 per annum
• Posted 2 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 2 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 4 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 4 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
• £75000 - £90000 per annum + Excellent benefits package
• Posted 11 days 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 11 days 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 16 days 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 16 days 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 18 days 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
• £40000 - £55000 per annum
• Posted 18 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
• £40000 - £50000 per annum
• Posted 18 days ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Edinburgh
• £75000.00 - £90000.00 per annum + plus car plus bonus
• Posted about 1 month 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...

• Edinburgh
• £38000 - £54000 per annum + benefits package
• Posted 3 months ago

Paraplanner - Can be based anywhere in Scotland (Edinburgh/Glasgow, or Aberdeen) An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a ...

• Edinburgh
• £40000 - £45000 per annum
• Posted 3 months ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...