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The main responsibilities of the job will be to look after a given base of clients, provide them with support, monitor and review their business, ensuring compliance standards are met and enhanced in line with regulations. To be considered you must be Dip PFS level 4 (or equivalent / close to) qu...

This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client base - ideal for an experienced paraplanner wanting to make the next step.

Dutch-Speaking Customer & Client Service Support (Hybrid Working).Salary: 25,000 + Career Growth Opportunity.Are you a customer service superstar looking to take your career to the next level? Do you thrive in fast-paced environments, and love the flexibility of hybrid working? If so, this role i...

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams.With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an ...

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh. This is a UK wide company, offering financial planning and wealth management advice. Experience as a Financial Adviser, SPS & CAS Status.

... due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD. Along with this if you wish the role can be tailored to have oversight of the team ...

... due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD To be consider you must be an experienced Paraplanner within an IFA, either having ...

Any areas of strengths, weaknesses or where you feel you may need assistance they will coach/train accordingly given the flexible nature of the firm. There is a signifcant salary on offer depending ...

... administrator to join the team. You will mainly be providing support to the team of financial ... Excellent systems/ IT knowledge is important, ideally with Adviser Office and standard lof wrap

To be considered you must be diploma 4 qualified, ideally chartered or open to working towards, along with having a proven track record within relationship management, whole of market advice and ...

Job Title: Financial Adviser Industry: Financial Services Location: Edinburgh Salary: Up to £65,000 Job Ref: 9441 Job Description: Recruit UK are working on an excellent opportunity for a Financial ...

... care, work laptop and phone and great holiday entitlement. Their paraplanner, investment support and admin team are all available in order to provide quick and leading back-up as required in order to ...

... Adviser to join their team during an exciting time in their history. The company are an ... salesperson. Regardless of FUM as clients are not required with the level of business their IFAs ...

Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews ...

Managing your own portfolio of adviser partners is key and you will work with individuals from across the whole business. You will provide exceptional service making ... ZIPC1_UKTJ

Our client, a well-established company within the financial services sector, is seeking a Trainee Client Support Administrator to join their growing team. This is an exciting opportunity for someone with at least one year of experience within the financial services industry, whether from a provid...

Bailey Employment Services are currently recruiting for our client based in Edinburgh. Do you enjoy building relationships with customers and colleagues and are looking for genuine career opportunities? Then there's a role here for you! As a Senior Customer Adviser, you’ll be handing complex enqu...

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **.One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investmen...

We are currently looking for a Client Relations Managers to join our client in Edinburgh with a salary of £29,000-£30,000.Within this role, you will play an integral role in building relationships with new and existing adviser firms.Managing your own portfolio of adviser partners is key and you w...

We are currently looking for a Client Relations Managers to join our client in Edinburgh with a salary of £29,000-£30,000. Within this role, you will play an integral role in building relationships with new and existing adviser firms. Managing your own portfolio of adviser partners is key and you...

Our Investment Advisors source, help build and advise upon a portfolio of assets from international high net worth clients. A LOM Investment Advisor develops long term relationships with our clients and is their trusted adviser. Our Investment Advisors develop these long-term relationships by ass...

Job Description We are currently looking for a Client Relations Managers to join our client in Edinburgh with a salary of £29,000-£30,000. Within this role, you will play an integral role in building relationships with new and existing adviser firms. Managing your own portfolio of adviser partner...