Associate Financial Services Leader
24 hours ago
We are seeking an ambitious and commercially astute Associate Financial Planning Director to join our team. As a key member of our Client Relationship Team, you will be responsible for driving business growth, developing client relationships, and delivering exceptional client experiences.
The successful candidate will have a high degree of private client wealth and investment management knowledge, including portfolio construction, financial planning, asset allocation, and regulatory responsibilities. They will also possess strong verbal and presentational skills, with the ability to clearly communicate complex financial information to clients.
Key Requirements:
- Experience in private client wealth and investment management
- Strong commercial awareness and understanding of financial markets
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
-
Financial Services Associate
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Klarent Hospitality Full timeJob Summary">We are seeking an experienced finance professional to join our team as a Financial Services Associate, responsible for managing daily banking and financial operations.">As a key member of our finance team, you will play a critical role in ensuring the accuracy and efficiency of all financial transactions and activities, providing excellent...
-
Financial Services Leader
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Lochead Sandford Recruitment Full timeJob Description:We are seeking a Financial Services Leader to join our team in Edinburgh. The successful candidate will have extensive experience in financial services and a proven track record of delivering high-quality results.Main Responsibilities:Lead a team of auditors and manage a portfolio of clientsDevelop and implement effective audit plans and...
-
Financial Services Investigator
2 days ago
Edinburgh, Edinburgh, United Kingdom Financial Ombudsman Full timeWe are seeking a highly skilled Financial Services Investigator to join our team. The ideal candidate will have experience making fair and balanced decisions, where they must articulate their thinking clearly. They will also need to have excellent communication skills, including a talent for listening and explaining things in clear language as well as good...
-
Financial Services Leader
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Lochead Sandford Recruitment Limited Full timeWe are seeking a talented Accounts Assistant Manager to join our Edinburgh team as a Financial Services Leader. In this role, you will be responsible for preparing statutory financial statements and outsourcing functions at clients.You will work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations, providing...
-
Financial Services Leader
2 days ago
Edinburgh, Edinburgh, United Kingdom Lloyds Bank plc Full timeAbout the OpportunityWe are seeking a highly experienced Financial Services Leader to join our team at Lloyds Banking Group.This role offers an exciting opportunity to lead the development and implementation of audit responses across various areas of the group.As a senior leader, you will drive business strategy, influence management's decisions, and make...
-
Financial Services Consultant
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Services ConsultantSalary: £60,000 - £80,000 per annum (dependent on experience)Company Overview:Quilter Financial Planning is a leading financial services provider with a strong reputation for delivering high-quality advice to clients.Job Description:We are seeking an experienced Financial Services Consultant to join our team and...
-
Associate Financial Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Full timeNatWest is seeking an experienced Associate Financial Manager to join our team. In this role, you'll be responsible for providing input on process improvements, ensuring integrity of financial information, and preparing management packs.Key Responsibilities:Providing input on process improvement to ensure control and risk management.Ensuring integrity of...
-
Financial Services Associate Manager
1 month ago
Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full timeAbout the RoleDouglas Scott Legal Recruitment is pleased to offer a challenging and rewarding opportunity for a highly skilled Financial Services Associate Manager. The successful candidate will be responsible for managing a team of lawyers and providing expert guidance on corporate banking law.The role comes with a competitive salary of £90,000 - £120,000...
-
Financial Services Associate
1 week ago
Edinburgh, Edinburgh, United Kingdom myGwork Full timeWe are seeking a talented lawyer to join our Scotland-based Financial Services Team, with members based in Edinburgh and Glasgow.About the Role:Investment FundsFinancial Services Compliance & RegulationLong term and general insuranceInvestment / Asset ManagementThe position requires strong financial services regulatory work experience and a genuine interest...
-
Financial Planning Associate
3 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd's Financial Planning/Advice client is seeking a highly skilled Financial Planning Associate to join their team in Edinburgh.The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.Job Responsibilities:- Work closely with the financial planning and client service teams to deliver exceptional client...
-
Financial Services Audit Lead
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Wilkinson And Associates Full timeWilkinson And Associates is seeking a highly skilled CASS Audit Specialist to oversee day-to-day audit tasks in a team serving a diverse range of financial services clients. This exciting opportunity offers the chance to work with a fast-growing team within a supportive and modern practice, utilizing industry expertise to drive success.About the RoleContact...
-
Product Associate
3 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeAbout UsBlackRock's purpose is to help more and more people experience financial well-being. We serve pension plans providing for nurses, teachers, firefighters, law enforcement, and other public and private sector workers, individual investors investing for their own retirement, and institutions such as governments, foundations, and insurance companies.As a...
-
Financial Services Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Tussell Limited Full timeJob OverviewWe are seeking an enthusiastic and dedicated individual to join our team as a Financial Services Advisor in our Edinburgh office. As a key member of our team, you will be responsible for providing high-quality advice to our clients on their month-end accounting and year-end compliance process.The role involves working with a range of clients,...
-
Financial Planning Associate
1 week ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Schroders RecruitmentSchroders Recruitment is a specialist recruitment agency dedicated to the Wealth Management and Financial Services sectors. We strive to deliver outstanding results for our clients and candidates alike.The OpportunityWe are currently seeking a highly motivated Financial Planning Associate to join our Schroders Recruitment team....
-
Certified Financial Services Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout 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.
-
Financial Business Partner Associate
3 days ago
Edinburgh, Edinburgh, United Kingdom No Logo Full timeNo Logo is building a trusted and transparent marketplace for creator-brand advertising collaboration. As a rapidly growing startup, we are the world leaders in mission-led creator partnerships, with a distinct focus on sustainability initiatives.We are looking for a highly skilled Finance & Operations Associate to join our team. This part-time role will...
-
Financial Reporting Leader
2 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Full timeAt NatWest, we are seeking a highly skilled Financial Reporting Leader to join our team. This role is estimated to be paying around £90,000 - £120,000 per annum.About the RoleThe successful candidate will be responsible for leading teams to deliver accurate and timely financial information. They will also implement performance measures and promote a...
-
Financial Planning Associate
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Schroders RecruitmentWe look after private individuals, families, and charities through our wealth management business.Our team helps clients around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.Job SummaryWe are seeking a Financial Planning Associate to join our Wealth Planning team. As a key member of...
-
Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Leonardo Full timeProject 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...
-
Financial Audit Leader
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Audit Scotland Full timeWe are seeking a highly experienced and qualified Financial Audit Leader to join our team at Audit Scotland. As a leader in the field, you will be responsible for delivering high-quality financial audits to clients across the public sector.The ideal candidate will have a strong background in auditing and a deep understanding of the public sector environment....