Financial Service Professional
14 hours ago
We are looking for a skilled Financial Service Professional to join our team as an Assistant Fund Manager. This role involves supporting Portfolio Managers and Directors in managing client portfolios, developing strong relationships with clients, and providing exceptional client service.
Main Responsibilities- Support Portfolio Managers and Directors in managing client portfolios, ensuring alignment with investment objectives and regulatory requirements.
- Act as a primary point of contact for clients, responding to inquiries in a timely manner and maintaining accurate records of interactions.
- Assist in planning, organizing, and attending client meetings to discuss portfolio performance and investment strategies.
- Manage account opening processes for new clients and additional portfolios for existing clients.
- Participate in external fund manager meetings and internal investment discussions to stay informed about market trends and projects.
As a member of our team, you can expect a competitive salary of £55,000 - £75,000 per annum, commensurate with your experience. Our company offers a range of benefits, including ongoing professional development opportunities, a supportive work environment, and a comprehensive compensation package.
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Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom targetjobs Hired Full timeUnlock Your Potential in Financial ServicesWe are seeking a talented Financial Services Professional to join our team at targetjobs Hired. This exciting opportunity will allow you to develop your skills and knowledge in a dynamic and fast-paced environment.About the Role:The successful candidate will be responsible for supporting our clients across various...
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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...
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Financial Services Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom The Emerald Group Full timeJob Title:Financial Services ProfessionalAbout The Emerald GroupThe Emerald Group is a renowned insurance and financial services firm seeking a highly skilled Financial Services Professional to join our team. As a professional, you will provide expert support to clients in the UK and globally, developing strong relationships and identifying new consultancy...
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Financial Services Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Gallagher Full timeAbout YouGallagher is a leading provider of risk management and insurance solutions. We are seeking a talented Financial Services Professional to join our team as a Pension Actuarial Consultant. In this role, you will be responsible for delivering high-quality actuarial services to clients, working closely with other professionals, and contributing to the...
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Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Phoenix Group Holdings Full timeJob OverviewWe are seeking an experienced Financial Services Professional to join our team as a Cash & Banking Accountant.
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Financial Services Professional
12 hours ago
Edinburgh, Edinburgh, United Kingdom deVere Group Full timeCompany OverviewAbout deVere Group:We are a leading independent financial advisory organisation, providing innovative wealth management and investment solutions to clients around the globe. Our expertise lies in helping individuals and businesses achieve their financial goals through tailored services, including tax-efficient investments, retirement...
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Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeJob DescriptionWe are seeking an experienced Financial Planner to join our team at Hymans Robertson.About the Role:As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.You will work in a collaborative team environment, supported by a...
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Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom REACH INTERNATIONAL INC Full timeExciting Career OpportunityReach International Inc. is seeking a highly qualified Financial Services Professional to join its team in Edinburgh, Glasgow, or Aberdeen, UK. This permanent role offers an excellent compensation package and opportunities for advancement.About the Position:Developing and implementing financial restructuring plans for clients,...
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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...
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Financial Services Risk Professional
11 hours ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd: Financial Services Risk ProfessionalLocation: Edinburgh, UKJob Type: PermanentAbout the Role:We are seeking a highly skilled Financial Services Risk Professional to join our second line team in Edinburgh on a permanent basis. The successful candidate will have experience working within Financial Services in a risk-based role and knowledge...
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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...
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Financial Services Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom RSM UK Full timeAs a Financial Services Professional at RSM UK, you will be part of our External Audit team, working towards becoming a Chartered Accountant by completing a 3-year apprenticeship programme.We deliver big ideas and premium service to help middle-market businesses thrive. You'll conduct thorough, risk-focused reviews on client's financial records, processes,...
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Financial Services Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom CV-Library Full timeJob Title: IFA Administrator - Development OpportunityWe are seeking an experienced Client Support Administrator to join our dynamic team in the financial services industry. This position offers a career-advancing opportunity for individuals with at least two years of experience working within a Wealth Management/ Financial Planning environment.The...
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Financial Services Professional
2 days ago
Edinburgh, Edinburgh, United Kingdom sammons Full timeAbout the OpportunityWe are recruiting for a Financial Services Professional to join our team at Sammons. This is a great opportunity for someone looking to broaden and develop their career in the pension industry.The successful candidate will have previous experience working on DB/DC pension schemes and be keen to undertake or already working towards...
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Financial Services Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom Leonardo Full timeProject Finance Associate OpportunityWe have an exciting opportunity for a Project Finance Associate to join our team in Edinburgh. As a Project Finance Associate, you will play a key role in supporting the Financial Controller in delivering exceptional financial services to our customers.About the RoleThe successful candidate will work closely with the...
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Financial Services Professional
20 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeKey ResponsibilitiesClient Onboarding: Conduct Customer Due Diligence (CDD) reviews, prepare Business Acceptance Forms, and record minutes during Business Acceptance Meetings.CDD and Periodic Reviews: Review and approve CDD for refreshes or trigger events, KYC Reviews- review members CDD in order for distribution to be actioned, complete thorough periodic...
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Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom TargetJobs UK Full timeAt TargetJobs UK, we protect financial consumers and promote market integrity by regulating firms. Our Graduate Programme offers a unique opportunity to join our dynamic teams in the Financial Conduct Authority (FCA) and shape the future of financial regulation.About UsWe're a leading authority in regulating the financial industry, ensuring consumer...
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Financial Controller
3 days ago
Edinburgh, Edinburgh, United Kingdom Association of International Certified Professional Accountants Full timeJob DescriptionYour new role involves overseeing all aspects of revenue accounting, reporting, and forecasting for a large Edinburgh-based financial services company. As an Interim Financial Controller, you will ensure compliance with financial policies and alignment with the company's financial objectives.About YouA professional accounting qualification...
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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...
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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...