Financial Services Assistant

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...

Are 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...

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...

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...

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...

We 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...

We are looking for an experienced Financial Assistant to join our team at Lusona Consultancy (Financial) Limited in Edinburgh.In this role, you will provide exceptional client service to a diverse range of clients, including sole traders, partnerships, and small companies.Your responsibilities will include preparing financial statements, managing tax...

LOM 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...

Key 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...

**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...

Become a Valued Member of Our Team as a Financial Services CoordinatorForth Capital is a well-established International Financial Planning firm seeking an experienced Financial Services Coordinator to join our Client Services Team. This role offers a competitive salary of $55,000 - $75,000 per annum, commensurate with experience, plus opportunities for...

Salary: £64,000 - £70,400">The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department. As a key member of this team, you will be responsible for analysing business models and strategies of firms, identifying conduct risks that could cause harm to consumers...

Job SummaryA leading financial services firm in Edinburgh, Scotland is seeking an experienced Compliance/Paraplanner to join their team. In this dynamic role, you will be responsible for supporting the firm's objectives by splitting time between compliance and paraplanning duties. The ideal candidate will have experience in compliance and paraplanning, with...

Job 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...

The Fund Accounting Senior Analyst is an intermediate-level position that plays a crucial role in supporting the Multifonds Software as a Solution (SaaS) project at Citigroup, Inc.About the JobAs a Fund Accounting Senior Analyst, you will be responsible for participating in various fund valuation activities in coordination with the Operations - Transaction...

Job DescriptionThis role is responsible for providing financial assistance to the Association of Chief Officers of Scottish Voluntary Organisations. The ideal candidate will have a strong understanding of financial principles and be able to work independently in a hybrid environment.Key ResponsibilitiesAssist with financial operations, including budgeting...

About the Role: We are looking for a skilled support professional to join our team at IDEX Consulting in Edinburgh. As a Client and Service Delivery Assistant, you will be responsible for providing exceptional administrative services to clients. The ideal candidate will have previous experience working within a similar support role and be able to work...

**Job Opportunity:** Assistant Management AccountantWe are partnering with a prestigious Hospitality and Events organisation to hire an Assistant Management Accountant on a permanent basis. This is a fantastic opportunity for an aspiring Finance professional to join a dynamic team and contribute to the company's success.The role will involve working closely...

We are seeking a highly skilled Financial Planner Assistant to join our team at Schroders. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and supporting our Wealth Planners in managing client relationships.The successful candidate will have a good understanding of the financial services...

**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...