Financial Services Specialist

1 week ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time
Job Summary: We are seeking a highly motivated and organized Trainee Paraplanning Professional to join our dynamic IFA business in Edinburgh. As a key member of the team, you will be responsible for delivering exceptional client service while working towards your diploma in financial services.

About Us: Our company, IDEX Consulting, is a leading player in the Scottish IFA industry, offering an exciting opportunity for career growth and development.

Key Responsibilities:

  • Report writing for financial services products, including ISAs and pensions
  • Handle incoming telephone calls and redirect as necessary
  • Maintain accurate and up-to-date client records on Intelligent Office
  • Update client information on Intelligent Office and inform advisers accordingly
  • Upload client letters, company information, and correspondence to Intelligent Office following company procedures

Benefits: You will receive a competitive salary (approximately £25,000 - £30,000 per annum) and bonus, along with opportunities for professional development and career advancement within one of Scotland's fastest-growing IFA businesses.



  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Dimensions Specialist Recruitment Ltd Full time

    Dimensions 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,...


  • Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full time

    At 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...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    At Nucleus Financial, we're seeking a Business Transformation Specialist to join our team on an exciting project. You'll work with project sponsors across the organization to define and deliver process improvements that meet business needs.In this role, you'll take ownership of process mapping and embedding initiatives within relevant business areas. You'll...

  • Data Specialist

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We are seeking a Data Specialist at Nucleus Financial to fill an exciting role.Company OverviewNucleus Financial is a dynamic company that offers a range of financial services. Our team is passionate about delivering exceptional results and building strong relationships with our clients.We believe in providing a supportive and inclusive work environment that...


  • Edinburgh, Edinburgh, United Kingdom FNZ Group Full time

    About the RoleAs a Financial Services Reconciliations Specialist at FNZ Group, you will play a crucial role in ensuring the accuracy and completeness of financial transactions made by our clients.The purpose of this position is to reconcile daily internal client money transactions, working closely with the CASS team to identify and resolve any discrepancies...

  • Product Specialist

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We'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,...


  • Edinburgh, Edinburgh, United Kingdom M&G plc Full time

    At 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,...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Diligenta Full time

    Job DescriptionA Financial Services Specialist is required to work with the Transfer Agency team in a technical capacity.This role involves providing expert knowledge of mutual funds, relevant laws and regulations, including COLL, COBS, CASS and HMRC ISA Rules.The successful candidate will be responsible for training and supporting onshore and offshore...


  • Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

    Job OverviewWe are seeking a highly skilled Financial Services Reconciliation Specialist to join our team at BlackRock. This role will be responsible for ensuring the accuracy and efficiency of our reconciliation processes, which is critical to our business operations.About the RoleThe successful candidate will have a strong understanding of financial...


  • Edinburgh, Edinburgh, United Kingdom NatWest Group Full time

    Job Description:We are seeking a skilled Financial Services Investigator to join our specialist Transaction Monitoring team at NatWest Group. As a key member of the team, you will play a crucial role in delivering successful outcomes for the business and our customers.Your primary responsibilities will include investigating queries, raising issues with...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job Title: Financial Advisor SpecialistCompany Overview: Evelyn Partners Fund Solutions Limited is a leading provider of financial services, dedicated to helping individuals achieve their retirement goals.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: As a Financial Advisor Specialist at Evelyn Partners, you will play a vital...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job DescriptionThe Financial Conduct Authority is seeking a highly skilled Business Operations Specialist to join their Enforcement, Intelligence, Specialist Services Directorate. The successful candidate will play a vital role in the newly created Op Ex team, working closely with the Knowledge and Learning Team.Key Responsibilities:Providing administrative...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    At IDEX Consulting, we are seeking a skilled Financial Policy Specialist to join our team. This is a challenging and rewarding role that offers a competitive salary and benefits package.As a Financial Policy Specialist, you will be responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances,...


  • Edinburgh, Edinburgh, United Kingdom Crown Office and Procurator Fiscal Service Full time

    Job OverviewThis is an exciting opportunity to join the Crown Office and Procurator Fiscal Service as a Financial Management Specialist, working closely with the Chief Finance Officer to track cash flow, provide budget management, and deliver financial reporting.The role involves analyzing operational trends and patterns to inform business decisions,...


  • Edinburgh, Edinburgh, United Kingdom Lochead Sandford Recruitment Limited Full time

    **Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...


  • Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

    Job SummaryWe are seeking a skilled and experienced Financial Markets Specialist to join our team in Scotland and Northern Ireland. This role is ideal for someone with a strong interest in financial markets and fund solutions, who can promote Schroders Products and Solutions to financial intermediaries across the region.About UsSchroders is a proud,...