Financial Assistant with Excellent Client Service

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...

About Nucleus FinancialWe are a leading financial services company dedicated to transforming the industry and delivering better outcomes for our clients.

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...

Key ResponsibilitiesThe successful candidate for the position of Administrative Assistant - Financial Services will be responsible for providing administrative support to IFAs, including:Managing client files and preparing documentsMaintaining accurate records and updating CRM systemsPreparing client review packs and suitability reportsLiaising with clients...

Are you a driven and organized individual looking for a new challenge in financial services?We have an exciting opportunity for an Administrative Assistant - Financial Services to join our team at IDEX Consulting in Edinburgh.As an Administrative Assistant, your key responsibilities will include:Preparing financial reports and documentsProcessing...

Become a Valued Member of Our Team as a Financial Services CoordinatorForth Capital is a well-established International Financial Planning firm seeking an experienced Financial Services Coordinator to join our Client Services Team. This role offers a competitive salary of $55,000 - $75,000 per annum, commensurate with experience, plus opportunities for...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

About the roleWe're seeking an experienced Financial Remediation Expert to join our Remediation team at Nucleus Financial. In this role, you'll play a crucial part in resolving complex issues and ensuring our customers receive exceptional service.Your primary focus will be on investigating issues, determining their impact, and implementing effective remedial...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...

We are seeking experienced Catering Assistants to join our client's teams in Edinburgh and the surrounding areas. As a valued member of the team, you will have the opportunity to work in busy and dynamic environments, assisting with customer queries and collaborating with other teams within the venue.Key ResponsibilitiesAssist with customer service and...

We are seeking a highly skilled Financial Planner Assistant to join our team at Schroders. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and supporting our Wealth Planners in managing client relationships.The successful candidate will have a good understanding of the financial services...

We are seeking a motivated and organized Client Service Associate to join our team at Schroders. As a key member of our Client Service team, you will be responsible for providing exceptional client service, responding to client inquiries, and maintaining accurate records.The successful candidate will have a good understanding of the financial services...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

Are you looking for a challenging role in financial services? Lochead Sandford Recruitment is seeking an experienced Financial Services Manager to join our team in Edinburgh. This is a fantastic opportunity to work with various clients, from entrepreneurs to multinational corporations.As a Financial Services Manager, you will be responsible for preparing...

Job SummaryFinance Business Partner - Crown Office and Procurator Fiscal ServiceAbout the RoleThis is a full-time, permanent appointment in the Crown Office and Procurator Fiscal Service as a Finance Business Partner. The role involves working closely with the Chief Finance Officer to track the department's cash flow, provide budget management, financial...

At IDEX Consulting, we are seeking a highly skilled and experienced Financial Services Administrator to join our team in Edinburgh.Main responsibilities include:Preparing valuationsProcessing new business and renewalsProcessing fund switchesAssisting with researchSending letters of authorityBooking client appointmentsUpdating pending work listThis role...

**Job Opportunity:** Assistant Management AccountantWe are partnering with a prestigious Hospitality and Events organisation to hire an Assistant Management Accountant on a permanent basis. This is a fantastic opportunity for an aspiring Finance professional to join a dynamic team and contribute to the company's success.The role will involve working closely...

Job Overview:We have an exciting opportunity for a Compliance Risk Specialist to join our team at Eden Scott. As a key member of our compliance team, you will be responsible for maintaining and updating compliance policies, procedures, and records to ensure adherence to regulatory requirements.Key Responsibilities:Maintaining and updating compliance...

About the Role:We are looking for a highly skilled individual to lead our Trustee and Depositary team as a Senior Client Services Manager. This is a hybrid role located in Edinburgh, United Kingdom.Job Description:Provide senior-level service to clients, ensuring high quality and efficiency.Implement changes and drive efficiencies within the Client...

Job DescriptionWe are seeking an experienced Financial Planner to join our team at Hymans Robertson.About the Role:As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.You will work in a collaborative team environment, supported by a...