Senior Financial Services Administrator
3 weeks ago
We are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. This role is ideal for individuals with a diploma in financial planning or those looking to develop their skills internally.
The successful candidate will have strong technical knowledge and excellent communication skills, allowing them to provide top-notch support to our Financial Planners and Directors.
Key Responsibilities- Attend client meetings as required, working closely with Financial Planners and Directors to deliver exceptional advice.
- Communicate effectively with clients, ensuring seamless interactions in the absence of the adviser.
- Provide technical support, researching and preparing client advice in conjunction with senior colleagues.
- Prepare client reports and suitability letters, showcasing attention to detail and analytical skills.
- Support advisers with client and product research, ensuring accurate and up-to-date information.
A competitive salary of £30,000 - £40,000 per annum reflects the importance of this role in supporting our team's growth and success.
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Financial Services Consultant
1 week ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Services ConsultantSalary: £60,000 - £80,000 per annum (dependent on experience)Company Overview:Quilter Financial Planning is a leading financial services provider with a strong reputation for delivering high-quality advice to clients.Job Description:We are seeking an experienced Financial Services Consultant to join our team and...
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Financial Services Investigator
7 days ago
Edinburgh, Edinburgh, United Kingdom Financial Ombudsman Full timeWe are seeking a highly skilled Financial Services Investigator to join our team. The ideal candidate will have experience making fair and balanced decisions, where they must articulate their thinking clearly. They will also need to have excellent communication skills, including a talent for listening and explaining things in clear language as well as good...
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Senior Financial Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Dufrain Full time**Job Title:** Senior Financial AdministratorWe are Dufrain, a leading data consultancy delivering professional services to large enterprise clients in data-rich industries.This role is based in our Edinburgh office and offers a unique opportunity for an ambitious accounting professional to join our dynamic Finance team.**About the Role:** As a Senior...
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Administrative Director for Financial Services
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout Eden Scott">We pride ourselves on being a leading recruitment agency in Scotland, with a reputation for excellence and integrity. Our experienced team is dedicated to providing high-quality recruitment solutions that meet the needs of our clients and candidates alike.Job Summary">This is an exciting opportunity for an experienced administrator to take...
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Financial Services Administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeCompany Overview: Eden Scott's client is a dynamic financial services organisation seeking an individual with a background in Client Provider Administration. Based in Edinburgh, the successful candidate will join a dedicated team and play a key role in ensuring smooth operations within our financial services division.Salary and Benefits: A competitive...
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Administrative Support in Financial Services
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Description:Eden Scott's client is seeking an experienced Client Provider Administration professional to join their team in Edinburgh. As an Administrative Support in Financial Services, you will play a key role in ensuring smooth operations within our financial services division.About the Role:Ensure smooth operations within our financial services...
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Financial Services Administrator
1 week ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeJob Opportunity: SIPP Property AdministratorAs a highly skilled professional, you will play a crucial role in our client's team as a SIPP/SSAS Property Administrator. With a national network of offices, this consultancy has built an excellent reputation within its specialist market.The successful candidate will be responsible for:Managing the purchase,...
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Financial Services Administrator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeSchroders is a leading global investment manager that helps individuals and institutions achieve their financial goalsWe are seeking an experienced Financial Services Administrator to join our Wealth Management team. In this role, you will provide administrative support to our Wealth Planners and assist with various tasks, including:Managing client...
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Senior Financial Services Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Title: Senior Financial Services Specialist About the RoleThis is a rare opportunity to join a highly reputable and stable wealth management practice as an experienced Independent Financial Advisor. The successful candidate will be responsible for servicing a client base with recurring income, while also contributing to new business growth through...
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Financial Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...
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Head of Financial Operations
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**Job Summary**We are seeking a highly experienced Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will play a key role in managing a portfolio of clients and delivering high-quality financial services.Job ResponsibilitiesPrepare statutory accounts for a portfolio of clientsProcess VAT returns and HMRC tax returnsManage client...
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VP of Financial Services
3 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob Title: VP of Financial ServicesDescription:We are seeking an experienced VP of Financial Services to join our team. The successful candidate will have at least 6 years' experience in investment management, financial services or a rounded experience within a fund administrator environment supporting U.K.-based clients.Responsibilities:Supervise outsourced...
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Financial Services Administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a skilled Investments Officer to join our dynamic Investment team. As a key member of the team, you will be responsible for supporting multiple teams and ensuring seamless operations.Key Responsibilities:Reconcile stock breaks between clients' internal holdings and external records daily.Maintain accurate cash balances to ensure...
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Experienced Administrator to Senior Role
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role">This is a unique opportunity for an experienced administrator to take on a challenging and rewarding role within our financial services team. As a Senior Administrator to Senior IFA, you will be responsible for providing administrative support, maintaining accurate records, and contributing to the development of new business strategies.Key...
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Financial Services Professional Opportunity
3 weeks ago
Edinburgh, Edinburgh, United Kingdom sammons Full timeFinancial Services Professional OpportunityWe are recruiting for a Financial Services Professional to work as a Pension Administrator. This is a permanent position that offers excellent career prospects and a competitive salary.About the JobAs a Pension Administrator, you will be responsible for administering corporate pension schemes, DB/DC, and performing...
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Administrative Assistant
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time**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...
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Senior Financial Planning Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeSenior IFA AdministratorTo £30,000 plus benefitsA leading wealth management firm seeks a skilled Financial Services Administrator to support the delivery of high-quality services to its prestigious client portfolio. As a key member of the team, you will be responsible for providing administrative support across various aspects of Private Client Investment...
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Senior Financial Services Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeRole OverviewWe are seeking a senior-level Senior Financial Services Coordinator to join our team in Edinburgh or Glasgow. As a key member of our financial planning team, you will provide strategic support to our financial advisers through technical research and report writing.You will have hands-on exposure to clients, be a vital part of the advice process,...
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Senior Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Senior Financial Planning SpecialistIndustry: Financial ServicesLocation: Edinburgh, UKSalary: Up to £65,000 per annumA reputable financial advice company in Edinburgh is seeking a skilled Senior Financial Planning Specialist to manage an existing client bank and deal with new High Net Worth (HNW) client enquiries. As a key member of the team,...
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Administrative Assistant
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Business Support Full time**About the Role**You will be joining a reputable and respected corporation within the investment banking industry. This esteemed organization is seeking an experienced Executive Assistant to join their small team, supporting commercial and private affairs as a vital member of the organization.**Your New Responsibility**As the Executive Assistant, you will...