Financial Services Manager
17 hours ago
We are currently looking for a talented Financial Services Manager to join our team in Edinburgh. As a key player in our financial advice company, you will be responsible for managing an existing client bank and dealing with new HNW client enquiries. Your primary focus will be to provide clients with independent financial advice and make recommendations on how to best meet their goals. This exciting opportunity offers a competitive starting salary up to £65,000, excellent bonuses, and a range of benefits.
To be successful in this role, you will need to have a Diploma (Dip PFS) or equivalent and experience as a Financial Adviser, SPS & CAS Status. Our ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
-
Financial Services Product Specialist
3 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
1 week 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
2 weeks 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 Planning Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are looking for a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our advisory team, you will be responsible for providing comprehensive financial planning services to our clients.Key ResponsibilitiesDeveloping and implementing personalized financial plans for clientsConducting...
-
Financial Services Compliance Manager
4 days 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
4 days 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...
-
Financial Planning Specialist
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...
-
Financial Services Compliance Manager
3 days ago
Edinburgh, Edinburgh, United Kingdom Broadgate Full timeFinancial Services Compliance ManagerWe are recruiting for a skilled Financial Services Compliance Manager to join our team at Broadgate.The successful candidate will have direct experience within Financial Services, ideally Wealth Management, and an understanding of FCA regulations that relate to outsourcing (SYSC/COBS/COLL).As a Primary Compliance Advisor,...
-
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 Assistant Manager
20 hours ago
Edinburgh, Edinburgh, United Kingdom Klarent Hospitality Full timeJob SummaryKlarent Hospitality Group is seeking an experienced Financial Services Assistant Manager to oversee our financial operations.This role offers a salary range of £45,000 - £65,000 per annum, depending on experience, and provides opportunities for career advancement within our hospitality group.The ideal candidate will possess strong leadership...
-
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
4 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 Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe 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...
-
Financial Services Compliance Manager
4 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
4 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...
-
Financial Services Manager
21 hours ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our team at Seven Investment Management LLP. As a key member of our Private Client Team, you will be responsible for managing client relationships, providing comprehensive wealth management advice, and driving business growth.
-
Financial Operations Manager
4 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...