Financial Services Executive

2 days ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading provider of advisory services to individuals, families, and businesses. We offer a comprehensive range of expertise across private client services, corporate finance, and tax advisory.

In this role as Financial Services Executive - Position Maintenance, you will play a key part in our Position Maintenance team, supporting the delivery of high-quality services to our clients.

This is an excellent opportunity for someone looking to develop their skills in settlement operations and work with a dynamic and experienced team.

What We Offer
  • Competitive salary: £40,000 - £50,000 per annum (dependent on experience).
  • A generous holiday package and option to purchase additional holiday.
  • Hybrid working model allowing flexible working arrangements.
  • Professional development opportunities to help you achieve your career goals.
  • A collaborative and inclusive work environment with a diverse team.
Location

The role is based in Glasgow, with regular travel to London required.

We are committed to providing a safe and supportive working environment for all employees, regardless of background or identity.



  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the CompanyNucleus Financial is a leading provider of financial services solutions. Our purpose is to transform financial services and create better outcomes for our advisers and their clients.We believe in a service-obsessed culture where our people are trusted to make things happen. Our company values include Heart, Smart, and Courage, which guide...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...


  • Glasgow, Glasgow City, United Kingdom Fram Executive Search Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planner to join our team at Fram Executive Search. As a Financial Planning Specialist, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...


  • Glasgow, Glasgow City, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Exciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...


  • Glasgow, Glasgow City, United Kingdom Fram Executive Search Limited Full time

    At Fram Executive Search Limited, we are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our financial planning firm, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique...


  • Glasgow, Glasgow City, United Kingdom Fram Executive Search Limited Full time

    About the Role:We are seeking a talented Financial Advisor to join our client, a respected name in the industry, in the heart of Glasgow. This is a fantastic employed position offering hybrid working, a competitive salary, and a clearly defined bonus structure.Key Responsibilities:Take over an established client base and continue to grow our presence in the...


  • Glasgow, Glasgow City, United Kingdom Capco Full time

    Fixed Income Specialist – Financial ServicesJoin Capco as a Fixed Income Specialist and contribute to the growth of our business.As a key member of our team, you will participate in a range of business as usual Operational activities focused on executing tasks such as trade surveillance, data analysis, and reporting.Key responsibilities...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking an experienced Senior Relationship Manager to join our team at Nucleus Financial. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with advisory firms in Scotland and Northern Ireland.The ideal candidate will have a proven track record in developing...


  • Glasgow, Glasgow City, United Kingdom NHS National Services Scotland Full time

    Financial Services CoordinatorAbout the RoleNational Services Scotland (NSS) is a national NHS Board operating at the heart of NHSScotland. Our priority is to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health and Social Care.The PostThis role involves delivering an accurate and comprehensive...


  • Glasgow, Glasgow City, United Kingdom CAPCO Full time

    About the RoleCapco is seeking a highly motivated and detail-oriented individual to join our Compliance team as a Trade Surveillance Specialist. In this role, you will be responsible for executing tasks such as trade surveillance, data analysis, and reporting.Key ResponsibilitiesProcess execution: ability to follow detailed procedures accuratelyProcess...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking a highly driven and analytical Regional Business Development Director to join our team at Nucleus Financial. As a key member of our sales team, you will be responsible for building and developing our user base through strong relationships with advisory firms.Key ResponsibilitiesRecruit new advisory firms within Scotland and...


  • Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

    Are you a detail-oriented and organized individual looking for a challenging role in the financial services industry? We are seeking a highly skilled Office Management Specialist to join our team at The Recruitment Council.The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client...


  • Glasgow, Glasgow City, United Kingdom HSBC Global Services Limited Full time

    Mortgage Advisor Career PathYour journey as a Mortgage Advisor at HSBC Global Services Limited begins with a comprehensive induction program designed to equip you with the knowledge and skills necessary to excel in this role. With a competitive salary of £35,000 - £55,000 per annum, you will be empowered to establish yourself as a trusted advisor and build...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Join our team as an Operations Executive - Fees and contribute to delivering exceptional service to our clients. In this role, you will be responsible for:Managing service agreements and fees accurately and within agreed timescales.Creating advice and ongoing fee expectations for clients.Maintaining accurate records of client interactions and...


  • Glasgow, Glasgow City, United Kingdom CV Library Full time

    We are currently seeking an experienced Financial Services Audit Manager to join our team at CV Library. In this role, you will be responsible for managing audits of financial institutions, including planning, execution, and reporting.You will have a minimum of 9 years' experience in auditing financial institutions, with a strong understanding of UK and...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We are seeking a highly motivated Business Growth Strategist to join our team at Nucleus Financial. This is an exciting opportunity to develop and implement business growth strategies that drive results.About the RoleThe Business Growth Strategist will be responsible for developing and executing regional business development plans, driving revenue growth and...

  • Financial Analyst

    3 days ago


    Glasgow, Glasgow City, United Kingdom ASHURST BUSINESS SERVICES LIMITED Full time

    The **Commercial Finance Analyst** role is a key position within our business services team, responsible for supporting the client/matter life cycle. This includes matter tracking, financial reporting, pricing governance, quality assurance, and extensive stakeholder interaction.Matter tracking and monitoring, ensuring timely flagging of deviations from...


  • Glasgow, Glasgow City, United Kingdom CV Library Full time

    We are currently seeking an experienced Chief Financial Services Auditor to join our team at CV Library. The ideal candidate will have a strong background in audit and financial services, with a focus on delivering high-quality audits that meet the needs of our clients.The successful candidate will have a minimum of 5 years' experience in auditing financial...