Financial Services Manager
10 hours ago
We are seeking an experienced Paraplanning Team Lead to oversee the delivery of high-quality technical services to our Advice practices in Glasgow and Edinburgh.
About the RoleThis is a key position that involves managing, training, and developing skilled Paraplanners within budget and headcount levels to support Advice practices. The successful candidate will be responsible for recruiting, training, and monitoring new employees to ensure their competence is achieved within agreed timescales.
Responsibilities- Manage a team of Paraplanners to deliver high-quality report writing services.
- Collaborate with other Paraplanning Managers to ensure sufficient resource and technical coverage for all types of report writing.
- Perform first-line checks on report quality, turnaround times, and adherence to processes.
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 £45,000 per annum and a flexible benefits package with opportunities for hybrid working.
-
Financial Services Product Specialist
2 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...
-
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...
-
Financial Remediation Expert
4 weeks 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...
-
Financial Services Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Lochead Sandford Recruitment Full timeAre 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...
-
Financial Planning Consultant
1 week 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...
-
Financial Services Compliance Manager
13 hours ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description: Financial Services Compliance ManagerMeraki Talent Ltd's Financial Services client is seeking a seasoned Financial Services Compliance Manager to lead their compliance monitoring efforts in Edinburgh. This is a fantastic opportunity to utilize your expertise in compliance monitoring and risk assessment to drive business improvement.Key...
-
Financial Services Partnership Manager
12 hours ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeJob Title: Financial Services Partnership ManagerWe are looking for a skilled Financial Services Partnership Manager to join our team at NatWest Group. In this role, you will work closely with executive and senior management across Finance and the wider bank, providing financial support, guidance, challenge, and insight.About the RoleAs a Financial Services...
-
Procurement Category Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time**Job Description**The Financial Conduct Authority (FCA) is seeking a Procurement Category Manager to join its Business Services team. This role will be responsible for leading the development of category management strategies and ensuring that procurement activity delivers Value for Money.The successful candidate will have a strong background in end-to-end...
-
Financial Services Relationship Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Lochead Sandford Recruitment Limited Full timeAbout the Role: We are seeking an experienced Financial Services Relationship Manager to join our team in Edinburgh.Key Responsibilities:Develop and maintain strong relationships with clients across various sectors, providing a tailored approach to meet their financial needs.Manage client expectations, ensure accurate record-keeping, and streamline financial...
-
Strategic Financial Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM 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...
-
Financial Services Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Business Executive Coach Full timeJob DescriptionWe are seeking an experienced Accounting Executive to join our team as a Financial Services Manager. As a key member of our team, you will be responsible for managing client relationships, leading audits, and providing technical guidance to junior staff.About the RoleManage a portfolio of clients and lead audits from planning to...
-
Financial Services Compliance Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeENGINEERINGUK is seeking a highly skilled Financial Services Compliance Manager to join our team. In this exciting role, you will be responsible for overseeing the development and implementation of compliance policies and procedures across our Financial Services division.Job DescriptionYou will be working closely with senior stakeholders to identify and...
-
Financial Services Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Johnston Carmichael Full timeJob Title:Financial Services ManagerAbout Us:At Johnston Carmichael, we provide tax advice to over 13,000 clients. Our Private Tax Team is seeking a skilled professional to manage a portfolio of private clients and contribute to the department's objectives.Key Responsibilities:Participate in tax advisory and planning work on client portfolios and other...
-
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob OverviewWe are seeking a highly skilled Senior Supervisor to join our team at the Financial Conduct Authority. In this role, you will be responsible for supervising and carrying out proactive- and reactive-casework, along with projects on firms in our portfolios.About the RoleThe successful candidate will have experience of financial analysis and dealing...
-
Financial Operations Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Simpson Recruitment Services Full timeAbout the RoleWe are seeking a seasoned Financial Operations Manager to lead our office and finance functions in Edinburgh.The ideal candidate will have at least 3 years' experience in management accounting, preferably within the engineering or construction sector.You will report directly to the Finance Director and be responsible for delivering accurate and...
-
Financial Services Recruitment Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Core-Asset Consulting Ltd Full timeJob Description:We are looking for a Financial Services Recruitment Manager to join our team in Edinburgh. This is a 12-month fixed term contract opportunity.About Us:Core-Asset Consulting Ltd offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.Job...
-
IT Audit Manager
8 hours ago
Edinburgh, Edinburgh, United Kingdom Natwest Full timeAudit ManagerWe are seeking a seasoned IT Audit Manager to lead our financial services audit engagement team and provide expert guidance and support.Lead the IT audit engagement team and provide coaching and mentoring to help them reach their full potential.Work in a fast-paced environment with significant stakeholder interaction.Spearhead the delivery of a...
-
Financial Conduct Authority Senior Supervisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeSalary: £64,000 - £70,400">The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department. As a key member of this team, you will be responsible for analysing business models and strategies of firms, identifying conduct risks that could cause harm to consumers...
-
Financial Controller
13 hours ago
Edinburgh, Edinburgh, United Kingdom PTS Services Full timePTS Services, a forward-thinking family-run business based in Aberdeen, seeks an experienced Financial Controller with HR expertise to lead its office-based finance and HR functions. This newly created role offers an exciting opportunity for career progression in a growing business undergoing change and development.Key Responsibilities:Implement financial...
-
Financial Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Forth Capital Full timeBecome 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...