Financial Services Coordinator

We are seeking a highly skilled Financial Services Investigator to join our team. The ideal candidate will have experience making fair and balanced decisions, where they must articulate their thinking clearly. They will also need to have excellent communication skills, including a talent for listening and explaining things in clear language as well as good...

At Meraki Talent Ltd, we are seeking a skilled Financial Services Coordinator to join our team in Edinburgh. The estimated salary for this role is £25,000 - £30,000 per annum.The successful candidate will have the opportunity to work with our Financial Planning/Advice client, assisting in managing client relationships, processing new business applications,...

Job Title: Financial Services ConsultantSalary: £60,000 - £80,000 per annum (dependent on experience)Company Overview:Quilter Financial Planning is a leading financial services provider with a strong reputation for delivering high-quality advice to clients.Job Description:We are seeking an experienced Financial Services Consultant to join our team and...

Job OverviewThe Financial Services Coordinator role is an exciting opportunity to join our team at AtkinsRéalis, a leading global consultancy. This position will work within the Accounts Receivable and Service Delivery team, coordinating office management across the Centre of Excellence.Main activities include supporting projects, managing company...

**Job Overview**The Financial Services Coordinator role is a critical component of delivering quality services at Capital Credit Union. This position requires providing exceptional member care through efficient processing of transactions, meticulous account reconciliation, and timely responses to queries.Key responsibilities include processing daily banking...

Role OverviewWe are seeking a senior-level Senior Financial Services Coordinator to join our team in Edinburgh or Glasgow. As a key member of our financial planning team, you will provide strategic support to our financial advisers through technical research and report writing.You will have hands-on exposure to clients, be a vital part of the advice process,...

We are excited to announce a new opening for a Financial Services Coordinator at our Edinburgh office.This is an ideal opportunity for a highly organized and detail-focused individual to join our team and support our Wealth Planners in delivering exceptional client service.As a Financial Services Coordinator, you will be responsible for processing client...

About the PositionEden Scott is seeking a skilled Financial Services Operational Coordinator to join their team. In this role, you will be responsible for generating Management Information Systems (MIS) and Key Risk Indicators (KRIs) reports.ResponsibilitiesGenerate MIS and KRI reports to ensure regulatory compliance.Participate in quality assurance, risk...

Job DescriptionWe are looking for an IT Project Coordinator to support our financial services clients in Edinburgh and Glasgow.You will be responsible for participating in a large-scale IT transformation programme and working on multiple small change requests.The successful candidate will have experience working on IT projects as a Business Analyst, solid MS...

About the CompanyCareer opportunities await at CV Library, a leading job search platform dedicated to connecting talented professionals with exciting new roles.This position is part of our commitment to providing exceptional support services within the financial sector. We value innovation, teamwork, and customer satisfaction.Job OverviewWe are currently...

About 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.

Eden Scott is seeking a highly skilled Financial Project Coordinator to join our team. As a Financial Project Coordinator, you will play a key role in supporting our commercial operations by providing financial analysis and contract management expertise.The estimated salary for this role is $85,000 - $105,000 per annum, depending on experience.About the...

Exciting Opportunity at IDEX ConsultingA really exciting opportunity has arisen for a Trainee Paraplanner within our dynamic team at IDEX Consulting based in Edinburgh.You must have some experience in the financial services industry and be working towards your diploma in financial services.Key Responsibilities:Report writing for financial services products...

About the RoleWe are seeking a talented PMO Lead to join our team at Lorien. As a key member of our project team, you will play a crucial role in supporting our client's exciting project.This is a 6-month contract opportunity with the possibility of extension. You will work closely with stakeholders to ensure the smooth delivery of the project.Key...

This position offers an estimated annual salary of £30,000 - £35,000.About Our Client:Meredith's Financial Planning/Advice client is a leading provider of financial services in Edinburgh. We are committed to delivering exceptional client experiences and building long-lasting relationships.Key Responsibilities:Support financial advisors in managing client...

OverviewNIRAS UK is a leading provider of grant management services, contracted by the UK Government's Department for Environment, Food and Rural Affairs (Defra) to manage various grant funds. Our team has a strong track record of success in supporting the administration of these grants.Job DescriptionWe are seeking an experienced Financial Operations...

The Financial Ombudsman Service is an independent, not-for-profit organisation that plays a vital role in UK financial services. We help resolve disputes between consumers, or small businesses, and their financial service providers.We're seeking a skilled Investigator (Hybrid) to join our team. As part of this role, you will investigate complaints about...

Paraplanning OpportunityJoin our dynamic team at Eden Scott as a Paraplanner in Edinburgh. As a key member of our financial services team, you will be responsible for providing technical support and preparing client advice.Key AccountabilitiesAttend client meetings and provide technical support.Communicate with clients and prepare client reports.Conduct...

Alzheimer Scotland, Scotland's national dementia charity, is seeking an experienced finance professional to join its team as a Financial Operations Coordinator. The role will have a primary focus on the accounts receivable function, ensuring timely and accurate processing of documents. A strong communicator with experience in high-volume transactional...

**Job Summary:** We are looking for a highly motivated Financial Operations Coordinator to join our Finance team at Dufrain.This role is based in our Edinburgh office and offers a unique opportunity for an accounting professional to gain valuable experience in financial operations and develop their skills in a fast-paced environment.**About the Role:** As a...