Financial Services Specialist
2 days ago
At 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 coordination with the Operations - Transaction Services team. The overall objective of this role is to support the Multifonds Software as a Solution (SaaS) project.
Key Responsibilities- Contribute to the design of the future operating model across all product areas
- Serve as Subject Matter Expert (SME) and provide guidance to resolve problems, escalations, and complex/escalated transactions
- Support efforts for larger/complex/global clients
- Assist with the identification and implementation of process standards and improvements to enhance efficiencies
- Assist in training and coaching new team members
- Influence decisions through advice, counsel, and/or facilitating services to others in area of specialization and support projects as necessary
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Financial Proposition Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe 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...
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Financial Planning Specialist
4 days 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
3 weeks 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 days 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
3 days 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 Planning Specialist
6 days 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
7 days 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
2 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 day 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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Audit Specialist
2 days 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 day 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...
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Financial Services Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Sanderson Recruitment Plc Full timeWe are seeking a highly skilled Financial Services Specialist to join our team in Edinburgh. As a key member of our Finance Operations Team, you will be responsible for ensuring the accuracy of client money reconciliations and identifying discrepancies.About the RoleComplete daily client money reconciliations and prepare System Control Reconciliations to...
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Product Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe're seeking a talented Product Specialist to join our proposition team at Nucleus Financial Platforms group. As a key member of the team, you will play a vital role in supporting the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. Your primary focus will be on enhancing our Wrap proposition for Adviser Firms,...
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Financial Services Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom FreeAgent Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at FreeAgent. As a key member of our support team, you will play a vital role in providing exceptional customer service and accounting expertise to our clients.Job DescriptionIn this role, you will be responsible for:Providing expert accounting and bookkeeping guidance to...
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Financial Remediation Expert
1 month ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeAbout 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...
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Financial Services Oversight Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom M&G plc Full timeAt M&G plc, we're committed to delivering exceptional results for our clients. As an Investment Accounting Oversight Specialist, you'll play a critical role in ensuring the integrity of our financial services.About UsWe have a diverse workforce and an inclusive culture underpinned by our policies and employee-led networks. Our goal is to attract, promote,...
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Financial Services Development Specialist
4 days ago
Edinburgh, Edinburgh, United Kingdom Scottish Building Society Full timeJob Overview:We are seeking an experienced Financial Services Development Specialist to join our team at Scottish Building Society. The successful candidate will be responsible for building relationships, finding solutions, and promoting online services to support growth and retention of existing members and acquisition of new members.Key...
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Financial Planning Consultant
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob 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...
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Financial Services Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom Business Executive Coach Full timeWe are seeking an experienced Financial Services Specialist to join our team as a key member of our audit team.The successful candidate will have a proven track record of leading audits from planning to completion and will possess excellent communication skills.Estimated Salary: £50,000 - £70,000 per annumThis is an exciting opportunity for an experienced...