Wealth Management Specialist
1 week ago
We are looking for a talented Paraplanning Team Lead to join our team at IDEX Consulting in Glasgow and Edinburgh.
About the PositionThis is a fantastic opportunity to work in a dynamic and growing firm with a significant presence in Glasgow and Edinburgh. The successful candidate will be responsible for recruiting, managing, training, and developing skilled Paraplanners within budget and headcount levels to support Advice practices.
Main Responsibilities- Recruit, manage, train, and develop skilled Paraplanners within budget and headcount levels.
- Train and monitor new employees to ensure their competence is achieved within agreed timescales.
- Assist the Technical Manager, Advice Services in centralized technical and Paraplanning activities.
The ideal candidate will have certification in Level 4 Diploma in Regulated Financial Planning (CII/LIBF), previous experience in Paraplanning, and leadership skills to lead from the front.
We offer a competitive basic salary of £50,000 per annum and a flexible benefits package with opportunities for hybrid working.
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Wealth Management Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeAbout the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...
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Wealth Management Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...
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Wealth Management Strategist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...
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Global Wealth Management Specialist
5 days ago
Edinburgh, Edinburgh, United Kingdom deVere Group Full timeJob Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...
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Edinburgh, Edinburgh, United Kingdom Aberdeen Standard Investments Full timeJob DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...
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Wealth Advisory Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...
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Wealth Management Support Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeAbout the Role:We are looking for a skilled Administrative Professional to join our team at Meraki Talent Ltd as a Wealth Management Support Specialist. In this role, you will work closely with our Wealth Managers to support them in managing client relationships and other key responsibilities.Estimated Salary: £38,000 - £48,000 per annum (based on location...
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Wealth Management Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeOverviewWe are seeking a highly skilled Wealth Management Specialist to join our Asset & Wealth Management team. The ideal candidate will have experience in client onboarding and a strong understanding of anti-money laundering (AML) and know your customer (KYC) regulations.Job DescriptionAs a Financial Onboarding Professional, you will be responsible for the...
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Wealth Management Specialist
3 days ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeAt J.P. Morgan, we are seeking a highly skilled Wealth Management Specialist to join our team in Asset and Wealth Management. As a key member of our operations team, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on...
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Wealth Management Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...
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Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...
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Wealth and Tax Specialist
17 minutes ago
Edinburgh, Edinburgh, United Kingdom Shepherd and Wedderburn LLP Full timeKey ResponsibilitiesThe Wealth and Tax Specialist will be responsible for managing the Tax Compliance Team, ensuring that tax procedures are in place, and reviewing tax returns prepared by the team.The successful candidate will also be responsible for advising clients on tax matters, including tax returns, claims, and elections, and tax liabilities.This is...
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Wealth Management Support Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeWe are seeking a skilled Administrative Assistant to support our Wealth Management team in Edinburgh. As an integral part of our team, you will play a crucial role in ensuring the smooth running of general operations.The ideal candidate will have previous experience working in an administrative role within the financial services sector and possess excellent...
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Wealth Management Professional
1 day ago
Edinburgh, Edinburgh, United Kingdom Avaloq Full timeWealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...
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Wealth Management Professional
1 day ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.
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Wealth Management Professional
1 week ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeWe are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...
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Administrator - Wealth Management
12 hours ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeWe are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...
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Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJoin Our Team as an Administrative Support SpecialistWe are seeking a skilled and motivated Administrative Support Specialist to join our team at Meraki Talent Ltd in Edinburgh.This is an excellent opportunity to work with a reputable Wealth Management firm and contribute to the success of our business.Key Responsibilities:Support the Advisors and wider...
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Wealth Management Professional
1 week ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...
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Global Wealth Management Specialist
5 days ago
Edinburgh, Edinburgh, United Kingdom deVere Group Full timeJob OverviewAt deVere Group, we offer a dynamic platform for ambitious individuals to thrive in global financial planning. We're looking for skilled professionals to join our team and contribute to our mission of providing innovative wealth management solutions.Key Responsibilities:Developing and maintaining strong client relationships through excellent...