Financial Services Relationship Builder
3 days ago
About the Role:
This role is a fantastic opportunity to build relationships and find solutions through regular contact and increasing awareness of our service offering. As a key member of our team, you will support growth and retention of existing members and acquisition of new members through online platforms.
Key Responsibilities:
• Building relationships with members and stakeholders
• Processing transactions and promoting online services
• Handling customer complaints and account maintenance
• Reviewing and updating operating procedure manuals
• Participating in project work and training colleagues
• Working with Microsoft Office within a financial services organisation
Salary: £35,000 - £45,000 per annum (dependent on experience)
Benefits:
We offer a range of benefits, including a competitive salary, generous pension scheme, and 25 days annual leave.
-
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...
-
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 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...
-
Edinburgh Builders Materials Delivery Role
3 days ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeBuild Relationships as a Class 2 HIAB DriverWe are looking for an experienced Class 2 HIAB driver to deliver builders materials to customers in Edinburgh, while maintaining a safe and efficient service.Responsibilities:Delivering builders materials to customers with precision and care.Maintaining the daily vehicle checks to ensure safe operation.Accurately...
-
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 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 Insights Expert
4 weeks ago
Edinburgh, Edinburgh, United Kingdom ACS Performance Full timeWe'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...
-
Financial Planning Expert
16 hours ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a reputable firm seeking an experienced Financial Adviser to join their team.About the RoleThis employed position offers a competitive salary and bonus package, including back-office support.As a Financial Adviser, you will provide fully holistic financial advice to clients and support investment professionals in cultivating...
-
Chief Operations Director
4 weeks ago
Edinburgh, Edinburgh, United Kingdom TOPPS TILES Full timeAbout Topps TilesTopps Tiles, a leading provider of high-quality products and solutions within the House Builder Sector, is committed to delivering exceptional service and innovative solutions to clients. This includes national housebuilders, regional developers, and tiling companies.Job OverviewThe Chief Operations Director will be responsible for...
-
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 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...
-
Senior Financial Adviser Position
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeInvestment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...
-
Financial Conduct Authority Senior Supervisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeSalary: £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...
-
Financial Services Career
3 days ago
Edinburgh, Edinburgh, United Kingdom Lloyds Bank plc Full timeJoin Our Team as a Financial Services Professional ApprenticeWe are looking for talented individuals to join our team as Financial Services Professional Apprentices in Edinburgh.Key Highlights:SALARY: £25,000 starting salary plus benefitsLOCATION: EdinburghHOURS: Full-timeAbout the Role:This apprenticeship is designed to equip you with the skills and...
-
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...
-
Financial Planning Specialist
16 hours 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...
-
Paraplanner - Financial Services
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Title: Paraplanner - Financial ServicesWe are looking for a talented Paraplanner - Financial Services to support our team in Edinburgh. The ideal candidate will have excellent communication skills and experience in financial services.About the Role:Develop and maintain client contact and relationships.Key Responsibilities:Attend client meetings alongside...
-
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...
-
Financial Services Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Bighornlaw Full timeJob DescriptionWe are seeking a talented Financial Services Consultant to join our team at National Financial Network. As a key member of our organization, you will be responsible for providing expert advice to clients on financial planning and wealth management.About the Role:Develop and implement comprehensive financial plans for clients to achieve their...
-
Financial Services Partnership Manager
3 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...