Financial Services Professional

We are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...

About This OpportunityThis is an exciting opportunity for an experienced Financial Adviser to join our company and provide high-quality financial advice to clients. As a key member of our team, you will be responsible for cultivating client relationships and supporting investment professionals.

Job Title:Financial Services ProfessionalAbout The Emerald GroupThe Emerald Group is a renowned insurance and financial services firm seeking a highly skilled Financial Services Professional to join our team. As a professional, you will provide expert support to clients in the UK and globally, developing strong relationships and identifying new consultancy...

Job OverviewWe are seeking a highly skilled Financial Services Professional to join our team at IDEX Consulting Ltd. In this role, you will be responsible for managing the lifecycle of SIPPs, processing new business applications, and ensuring exceptional customer service.Key Responsibilities:Administer the whole lifecycle of a SIPP from transfers to...

Company OverviewAbout deVere Group:We are a leading independent financial advisory organisation, providing innovative wealth management and investment solutions to clients around the globe. Our expertise lies in helping individuals and businesses achieve their financial goals through tailored services, including tax-efficient investments, retirement...

Job DescriptionWe are seeking an experienced Financial Services Professional to join our team in Edinburgh. As Investment Performance and Analytics Senior Associate, you will be responsible for managing client relationships, resolving queries, and providing technical expertise on performance measurement systems.This role requires strong numerical,...

Job DescriptionThis role involves delivering financial insights and supporting the trading position through daily P&L and monthly balance sheet reporting for trading desks. Key responsibilities include engaging in ledger close, reconciliation, and financial reporting to maintain data integrity, preparing month-end accounting tasks, and conducting thorough...

Job Title: Financial Planning ConsultantAbout the Company: Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional advice and support to our clients. Our team is dedicated to helping individuals achieve their financial goals and secure their future.Salary: £45,000 - £60,000 per annum, depending on...

Meraki Talent Ltd: Financial Services Risk ProfessionalLocation: Edinburgh, UKJob Type: PermanentAbout the Role:We are seeking a highly skilled Financial Services Risk Professional to join our second line team in Edinburgh on a permanent basis. The successful candidate will have experience working within Financial Services in a risk-based role and knowledge...

We are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...

Financial Services Professional OpportunityWe are recruiting for a Financial Services Professional to work as a Pension Administrator. This is a permanent position that offers excellent career prospects and a competitive salary.About the JobAs a Pension Administrator, you will be responsible for administering corporate pension schemes, DB/DC, and performing...

About the JobWe are looking for a skilled Financial Service Professional to join our team as an Assistant Fund Manager. This role involves supporting Portfolio Managers and Directors in managing client portfolios, developing strong relationships with clients, and providing exceptional client service.Main ResponsibilitiesSupport Portfolio Managers and...

As a Financial Services Professional at RSM UK, you will be part of our External Audit team, working towards becoming a Chartered Accountant by completing a 3-year apprenticeship programme.We deliver big ideas and premium service to help middle-market businesses thrive. You'll conduct thorough, risk-focused reviews on client's financial records, processes,...

We are seeking an experienced Financial Services Professional to join our team in Edinburgh. As a key member of our team, you will be responsible for creating and verifying accurate financial information, meeting relevant ethical and legal standards.The successful candidate will have a strong understanding of finance, accounting, and reporting principles,...

Job Title: IFA Administrator - Development OpportunityWe are seeking an experienced Client Support Administrator to join our dynamic team in the financial services industry. This position offers a career-advancing opportunity for individuals with at least two years of experience working within a Wealth Management/ Financial Planning environment.The...

Job Description:A highly experienced Financial Adviser is sought after by Quilter Financial Planning to provide expert guidance to clients on their financial well-being and support investment professionals. The successful candidate will possess a deep understanding of the investment business and be able to analyze complex financial data.As part of our team,...

About the OpportunityWe are recruiting for a Financial Services Professional to join our team at Sammons. This is a great opportunity for someone looking to broaden and develop their career in the pension industry.The successful candidate will have previous experience working on DB/DC pension schemes and be keen to undertake or already working towards...

About the Role">We are looking for a seasoned Independent Financial Advisor to lead our high net worth client relationships. In this dynamic role, you will be responsible for delivering bespoke financial solutions and exceptional service to our discerning clients.Your primary focus will be on relationship management, ensuring that client needs are met and...

Project Finance Associate OpportunityWe have an exciting opportunity for a Project Finance Associate to join our team in Edinburgh. As a Project Finance Associate, you will play a key role in supporting the Financial Controller in delivering exceptional financial services to our customers.About the RoleThe successful candidate will work closely with the...

Key ResponsibilitiesClient Onboarding: Conduct Customer Due Diligence (CDD) reviews, prepare Business Acceptance Forms, and record minutes during Business Acceptance Meetings.CDD and Periodic Reviews: Review and approve CDD for refreshes or trigger events, KYC Reviews- review members CDD in order for distribution to be actioned, complete thorough periodic...