Financial Management Expert

6 days ago


Edinburgh, Edinburgh, United Kingdom Franklin Templeton Investments Full time
About the Role

This is a key leadership position within our organization, responsible for overseeing client service delivery and ensuring that all regulatory requirements are met. As Accountancy Client Services Director, you will be a member of our ESG Regulatory Working Group, assisting in effecting any regulatory or legislative changes as they arise. You will also be responsible for maintaining optimal CRM platform structure and architecture, ensuring seamless integration across the organization and capturing required information at key points in the customer life cycle.

We require someone with excellent communication and interpersonal skills, able to build strong relationships with colleagues and clients alike. If you have a passion for delivering exceptional client service and are committed to driving business growth, we would like to hear from you.

  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Michael Page Full time

    Role OverviewWe are seeking a skilled Financial Systems Expert to join our team at Registers of Scotland (RoS). This is an exciting opportunity to bring your accounting knowledge and IT skills to support the finance systems team in managing the financial systems and interfaces with other systems across RoS.The ideal candidate will have a recognised...


  • Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full time

    Job DescriptionKey Responsibilities:• Achieve established targets for new clients, net portfolio growth, assets and revenues;• Build new relationships/clients through networking and cold calling;• Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;• Provide clients with expert financial...


  • Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Role OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...


  • Edinburgh, Edinburgh, United Kingdom Southside Community Centre Association SCIO Full time

    The Southside Community Centre Association SCIO seeks a seasoned Financial Management Expert to oversee the financial resources of its Board of Trustees. As Treasurer, you will play a pivotal role in supporting the Board to manage its financial affairs effectively.Key responsibilities include:Providing monthly updates to the Board on the centre's financial...


  • Edinburgh, Edinburgh, United Kingdom Bakkafrost Scotland Full time

    Job OverviewWe are seeking an experienced Financial Expert to join our team in Edinburgh. As a Finance Manager at Bakkafrost Scotland, you will play a crucial role in managing the financial aspects of our business.


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    HR Business Partner Specialist:We are seeking an experienced HR Business Partner Specialist to join our team at the Financial Conduct Authority. As a key member of our HR function, you will play a critical role in driving the delivery of people priorities and shaping the future of our organisation.Salary: The estimated salary for this role is £48,000 -...


  • Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full time

    About this OpportunityWe are seeking an experienced Financial Control Expert to join our team within Group Finance Risk. This is an exciting opportunity to be part of a newly formed finance control office, where you will play a key role in delivering SOX assurance testing and providing guidance to our finance teams.As a Financial Control Expert, you will...


  • Edinburgh, Edinburgh, United Kingdom Super Power Agency Full time

    The Super Power Agency is a creative charity that supports children and young people to develop their writing skills.We are looking for an experienced Financial Management Expert to join our Board of Directors, helping us achieve our ambitious plans for the future.This role comes with an estimated annual salary of £30,000-£40,000 and a time commitment of...


  • Edinburgh, Edinburgh, United Kingdom ACS Performance Full time

    We're seeking a highly skilled Financial Insights Expert to join our team at ACS Performance. In this role, you'll work closely with other analysts to extract, collate, and audit data for various reports. Your expertise in Power BI Desktop and Report Builder will enable you to create and maintain reports efficiently.Key Responsibilities:Monthly reporting is...


  • Edinburgh, Edinburgh, United Kingdom Mettle Full time

    **Job Overview**Mettle is seeking a highly skilled Senior Financial Crime Training Expert to join our team. This 12-month fixed-term contract offers an exciting opportunity to develop and deliver expert financial crime and onboarding training.As a Senior Financial Crime Training Expert, you will work closely with the Onboarding Management team and...

  • Regulatory Expert

    1 week ago


    Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Salary: £65,000 - £72,000">The P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department is seeking a Regulatory Expert to join their ranks. As a key member of this team, you will be responsible for supervising and carrying out proactive- and reactive-casework, along with projects on the firms in those portfolios.You will analyse...


  • Edinburgh, Edinburgh, United Kingdom Valeco Recruitment Full time

    Are you a skilled Financial Controller looking for a challenging role in a dynamic family business? Valeco Recruitment is partnering with an established company based in Edinburgh to find a dedicated Financial Controller to join their team. This is a permanent full-time office-based position offering a competitive salary and free office parking.About the...

  • Financial Paraplanner

    1 month ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Business & Human Rights Resource Centre Full time

    Light Up Learning (LUL), a Scottish Charitable Incorporated Organisation, is seeking an experienced Financial Governance Expert to join its Board of Trustees.LUL is dedicated to igniting a love of learning in young people and transforming education in Scotland. Our unique programme of 1-1 mentoring sessions addresses issues of unequal access to education and...


  • Edinburgh, Edinburgh, United Kingdom Think Global Recruitment Ltd Full time

    Are you an experienced External Audit Manager or Senior Manager with UK market audit experience looking for a new challenge? We are seeking a dynamic professional who is open to exploring new opportunities and ready to bring their expertise to a forward-thinking organization.As a Senior Financial Audit Expert, you will have the opportunity to work with some...


  • Edinburgh, Edinburgh, United Kingdom Puro Accountancy Full time

    We are seeking a Financial Management Specialist to join our team at Puro Accountancy. As a key member of our team, you will be responsible for preparing annual and management accounts, ensuring the accurate completion of VAT Returns and tax returns, and providing expert accountancy advice to our clients.Key Responsibilities:Accounting and Financial...