Senior Financial Services Administrator
5 days ago
We are seeking an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre, working closely with our Financial Adviser to provide high-quality financial planning recommendations.
Responsibilities- Confirm risk profile, capacity for loss and knowledge and experience is determined and updated
- Carry out technical calculations and prepare information and comparison for analysis by Financial Adviser
The ideal candidate will have a minimum of a Diploma in Financial Planning, with experience in a Paraplanner role in an independent environment.
Benefits- A competitive salary of £42,000 - £50,000 per annum, depending on experience
- Opportunities for career advancement and professional development
IDEX Consulting strives for an inclusive company culture where everyone feels valued and supported.
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Administrative Director for Financial Services
16 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout Eden Scott">We pride ourselves on being a leading recruitment agency in Scotland, with a reputation for excellence and integrity. Our experienced team is dedicated to providing high-quality recruitment solutions that meet the needs of our clients and candidates alike.Job Summary">This is an exciting opportunity for an experienced administrator to take...
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Financial Services Administrator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob OverviewWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone with a passion for finance and administration to support Independent Financial Advisors (IFAs) with their daily tasks.
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Financial Services Administrator
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeCompany Overview: Eden Scott's client is a dynamic financial services organisation seeking an individual with a background in Client Provider Administration. Based in Edinburgh, the successful candidate will join a dedicated team and play a key role in ensuring smooth operations within our financial services division.Salary and Benefits: A competitive...
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Administrative Support in Financial Services
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Description:Eden Scott's client is seeking an experienced Client Provider Administration professional to join their team in Edinburgh. As an Administrative Support in Financial Services, you will play a key role in ensuring smooth operations within our financial services division.About the Role:Ensure smooth operations within our financial services...
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Administrative Assistant
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeAre you a driven and organized individual looking for a new challenge in financial services?We have an exciting opportunity for an Administrative Assistant - Financial Services to join our team at IDEX Consulting in Edinburgh.As an Administrative Assistant, your key responsibilities will include:Preparing financial reports and documentsProcessing...
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Financial Services Administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly skilled and experienced Financial Services Administrator to join our team in Edinburgh.Main responsibilities include:Preparing valuationsProcessing new business and renewalsProcessing fund switchesAssisting with researchSending letters of authorityBooking client appointmentsUpdating pending work listThis role...
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Senior Financial Services Administrator
1 day ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob OverviewWe are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. This role is ideal for individuals with a diploma in financial planning or those looking to develop their skills internally.The successful candidate will have strong technical knowledge and excellent communication skills, allowing them to provide...
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Senior Financial Services Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Title: Senior Financial Services Specialist About the RoleThis is a rare opportunity to join a highly reputable and stable wealth management practice as an experienced Independent Financial Advisor. The successful candidate will be responsible for servicing a client base with recurring income, while also contributing to new business growth through...
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Senior Financial Services Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleEden Scott is seeking a highly skilled and experienced Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with a comprehensive benefits package and opportunities for career growth.Key ResponsibilitiesReport...
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Financial Portfolio Manager
6 days ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...
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Head of Financial Operations
6 days ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**Job Summary**We are seeking a highly experienced Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will play a key role in managing a portfolio of clients and delivering high-quality financial services.Job ResponsibilitiesPrepare statutory accounts for a portfolio of clientsProcess VAT returns and HMRC tax returnsManage client...
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Financial Services Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a skilled Investments Officer to join our dynamic Investment team. As a key member of the team, you will be responsible for supporting multiple teams and ensuring seamless operations.Key Responsibilities:Reconcile stock breaks between clients' internal holdings and external records daily.Maintain accurate cash balances to ensure...
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Administrative Assistant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeKey ResponsibilitiesThe successful candidate for the position of Administrative Assistant - Financial Services will be responsible for providing administrative support to IFAs, including:Managing client files and preparing documentsMaintaining accurate records and updating CRM systemsPreparing client review packs and suitability reportsLiaising with clients...
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VP of Financial Services
15 hours ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob Title: VP of Financial ServicesDescription:We are seeking an experienced VP of Financial Services to join our team. The successful candidate will have at least 6 years' experience in investment management, financial services or a rounded experience within a fund administrator environment supporting U.K.-based clients.Responsibilities:Supervise outsourced...
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Administrative Assistant
1 week ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time**Job Overview:We are looking for an Administrative Assistant to join our team at IDEX Consulting in Edinburgh. As a key member of our Client Services team, you will provide critical support to our Wealth Planners, ensuring seamless client experiences.**Key Responsibilities:Process client data changes, maintaining accurate records.Manage documents, adhering...
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Financial Services Professional Opportunity
4 days ago
Edinburgh, Edinburgh, United Kingdom sammons Full timeFinancial Services Professional OpportunityWe are recruiting for a Financial Services Professional to work as a Pension Administrator. This is a permanent position that offers excellent career prospects and a competitive salary.About the JobAs a Pension Administrator, you will be responsible for administering corporate pension schemes, DB/DC, and performing...
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Administrative Assistant
6 days ago
Edinburgh, Edinburgh, United Kingdom Hays Business Support Full time**About the Role**You will be joining a reputable and respected corporation within the investment banking industry. This esteemed organization is seeking an experienced Executive Assistant to join their small team, supporting commercial and private affairs as a vital member of the organization.**Your New Responsibility**As the Executive Assistant, you will...
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Financial Services Product Specialist
4 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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Senior Financial Services Coordinator
6 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeRole 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,...
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Senior Financial Planning Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Senior Financial Planning SpecialistIndustry: Financial ServicesLocation: Edinburgh, UKSalary: Up to £65,000 per annumA reputable financial advice company in Edinburgh is seeking a skilled Senior Financial Planning Specialist to manage an existing client bank and deal with new High Net Worth (HNW) client enquiries. As a key member of the team,...