Financial Services Specialist
1 week ago
About the Job: As a Client Onboarding and Operational Review Specialist at Eden Scott, you will play a key part in ensuring the seamless onboarding of International Corporate Services (ICS) clients. With a strong focus on regulatory adherence, you will be responsible for conducting Customer Due Diligence (CDD) reviews, preparing Business Acceptance Forms, and recording minutes during Business Acceptance Meetings.
Responsibilities Include:
- Reviewing and approving CDD for refreshes or trigger events.
- Completing thorough periodic reviews and risk assessments.
- Generating Management Information Systems (MIS) and Key Risk Indicators (KRIs) reports.
Requirements:
- Proven experience in an operational onboarding or KYC team, preferably with exposure to funds and corporate clients in Financial Services.
- High attention to detail with excellent organisational skills.
- Strong time management, capable of meeting tight deadlines under pressure.
Benefits: In addition to a competitive salary of around £35,000 - £45,000 per annum, this role offers opportunities for career growth, professional development, and a chance to work in a dynamic and supportive environment.
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Financial Planning Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning SpecialistWe are looking for a highly skilled Financial Planning Specialist to join our team at Quilter Financial Planning. The successful candidate will be responsible for creating personalized financial plans that meet the unique needs of our clients.Salary: £55,000 - £75,000 per annumKey Responsibilities:Conducting thorough...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are looking for a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our advisory team, you will be responsible for providing comprehensive financial planning services to our clients.Key ResponsibilitiesDeveloping and implementing personalized financial plans for clientsConducting...
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Financial Services Product Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe 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...
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Certified Financial Services Specialist
2 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.
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Financial Services Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Citi Full timeCiti is seeking a highly skilled Financial Services Specialist to join their Fund Accounting team in Edinburgh. In this role, you will be responsible for reviewing financial statements, sharing specialist knowledge with colleagues, and working closely with operational peers to ensure process risks are minimised.With a competitive base salary of approximately...
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Project Pension Administrator
2 months ago
Edinburgh, Edinburgh, United Kingdom Dimensions Specialist Recruitment Ltd Full timeDimensions Specialist Recruitment Ltd is seeking a highly skilled Project Pension Administrator to join their team in the financial services sector.The successful candidate will support the operational teams in delivering scheme projects alongside business as usual operations, working on a variety of projects including GMP reconciliation and equalisation,...
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Financial Services Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeJob SummaryWe are seeking a Financial Services Specialist to join our team at JohnstonGreer Ltd. The ideal candidate will have experience in SIPP/SSAS account management and be able to provide ongoing servicing of a portfolio of clients.About the RoleThis is a challenging opportunity for someone looking to develop their skills in pension scheme...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeWe 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...
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Financial Services Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob DescriptionThe Meraki Talent Ltd team is seeking a highly motivated Financial Services Specialist to join their Investment team. This full-time opportunity is suitable for individuals with at least 2 years' experience in financial services administration, looking to kickstart a career in finance.Key responsibilities include:Supporting various teams...
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Financial Services Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeAt JohnstonGreer Ltd, we are seeking a skilled Financial Services Specialist to join our team of experienced advisors. This role will provide an opportunity to work with high net worth private clients, providing guidance on complex financial planning and investment strategies.About the RoleEstimated salary: £40,000 - £60,000 per annumThe ideal candidate...
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Data Governance Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Bruin Financial Full timeJob DescriptionData Governance SpecialistAbout Bruin FinancialBruin Financial is a market-leading asset manager seeking a highly skilled Data Governance Specialist to support the development and implementation of a new data governance framework.Key ResponsibilitiesDevelop and maintain a robust data governance framework, ensuring compliance with regulatory...
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Financial Services Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom The Candidate Recruitment Agency Full timePR Account Management OpportunityThe Candidate Recruitment Agency is recruiting a seasoned Financial Services Specialist to lead client campaigns and manage a portfolio of accounts in the Financial Services sector. As a Senior Account Manager, you will be responsible for shaping effective PR strategies, building client relationships, and overseeing campaign...
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Financial Conduct Authority Researcher
1 day ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeAt the Financial Conduct Authority, we are committed to creating a better financial future for all. As a User Researcher, you will play a crucial role in shaping our services to meet the needs of consumers and firms alike.We are looking for an experienced User Researcher to join our team. In this role, you will work closely with senior researchers to deliver...
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Financial Planning Specialist
7 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob 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,...
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Financial Services Risk Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Title: Financial Services Risk SpecialistWe are seeking an experienced Financial Services Risk Specialist to join our client's second line team in Edinburgh. The ideal candidate will have a strong background in risk management and be able to develop and implement robust frameworks to identify and monitor risks.The successful candidate will drive...
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Financial Services Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Pinsent Masons Full timeWe are seeking a highly skilled Financial Services Specialist to join our Structured and Project Finance Team in London or Edinburgh office. The ideal candidate will have at least 7 years PQE in the area of energy and infrastructure finance.The role involves working on a wide range of top-tier project and finance work, including development and financing of...
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Financial Services Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Bruin Full timeBruin is a leading recruitment agency partnering with a prominent Financial Services brand in Edinburgh to find a highly skilled Fund Accountant - NAV specialist.The ideal candidate will have expertise in executing NAV oversight activities such as controls, swing pricing oversight, fair value pricing event assessments and supporting the trade life cycle.Key...
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Financial Services Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Citigroup, Inc. Full timeAt Citigroup, Inc., we are seeking a highly skilled Financial Services Specialist to join our team. This role offers a competitive salary of $120,000 per annum, with opportunities for annual performance bonuses and benefits packages.About the JobThis is an intermediate level position responsible for participating in various fund valuation activities in...
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Audit Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Wilkinson & Associates Ltd Full timeAbout the RoleWe are seeking an experienced Audit Specialist to join our client's team in Scotland. The successful candidate will have strong industry knowledge within financial services and be able to lead day-to-day audit tasks for a diverse range of clients.
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Financial Services Risk Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeSalary: £45,000 - £55,000 per annumJob Overview:MERAKI TALENT LTD is seeking an experienced Financial Services Risk Specialist to join their team in Edinburgh on a permanent basis.The successful candidate will have experience working within Financial Services in a risk-based role and be knowledgeable about risk management methodologies, frameworks, and...