The Company Our client is a prestigious Financial Services organisation seeking a Paraplanner / Report Writer. Duties and accountabilities You will provide a comprehensive Paraplanner function for the IFA team, which can include - Conducting product research Compiling Client Suitability Reports based on Risk profile Preparing supplementary information for Adv...
To effectively manage the Unit Linked Valuations team; to produce accurate daily prices for our clients within tight timescales; to maintain investment and accounting records for these funds and to produce monthly/year-end information in accordance with agreed timetables/deadlines.Producing daily information for price calculation and validation Daily checking of cash movements to ensure accurate fund ...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
Business Analyst - Payments/ Direct Debits - Retail Banking - IV's ASAP We are currently seeking a Business Analyst for a Payments Programme within a Major Retail Bank. This programme will also interact a Current Accounts Programme, therefore subject specific experience would be highly beneficial. Strong payments experience is a critical requirement for the role including BACS, CHAPS and Direct Debits. This individual will lead and ...
Job Description Assistant Manager £250-£280 Edinburgh Working for one of our major banking clients you will be responsible for the following duties: - Preparing accruals and cost management - Analysing transaction reports - Liaising with the business areas regarding contractor and permanent recruitment and management of the organisational design -...
Job Description Test Analyst £250-£300 per day Edinburgh Working for one of our major banking clients you will be responsible for the following duties: - Assisting the testing team with producing all testing documentation as required to suit the project scope - Take responsibility for completing allocated testing documentation including: - Test approach...
Leading IFA Wealth Management practice are offering an unrivalled opportunity for a Chartered Financial Planner to join their Edinburgh Office, to deal with High New Worth clients from day one... Immediately, on top of an excellent portfolio of clients with approx £100,000 in renewal income per annum, a new Group Scheme, and the opportunity to give financial planning advice to High Net Worth clients on a daily basis... <...
My client is a respected firm of experienced independent financial advisers specialising in the management of investment portfolios for individuals and businesses. A successful and growing business, my client is looking to expand the team with qualified, experienced and forward thinking financial professionals. Home based, you will provide Independent financial advice on a whole of market basis to help your clients find the best fina...
Our client is an award winning firm of Chartered Financial Planners providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses. An exciting position has arisen for a Chartered Financial Planner to take over a sizeable portfolio of existing wealthy HNW clients. At the outset there is a minimum of 150K of fees to be serviced this year alone. The ideal candidate must have demons...
A fantastic position has arisen within a multi award winning true wealth management firm in Edinburgh. Our client is an extremely highly qualified firm of Wealth Managers and Independent Financial Advisers, and a position has arisen for a Chartered Financial Planner to take over a sizeable portfolio of existing wealthy HNW clients. At the outset there is a minimum of 200K of fees to be serviced this year alone and an immediate 70k pension t...
One of Scotland's best known independent Mortgage Brokers is looking to recruit a Senior Mortgage Adviser based in one of their Edinburgh offices. There is no cold calling as its reputation, advertising and word of mouth provides all of the leads required. You must be CeMAP qualified (or equivalent) and have a proven sales record. In return, you will be part of a fantastic uncapped bonus scheme delivering excellent OTE(£50,000&#...
We are pleased to be working with this well established and leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 ...
We are pleased to be working with this well established and leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 ...
Organisation Description One of the world’s largest providers of pensions, investments and protection are searching for highly talented people who: • are passionate about setting and achieving high standards in everything they do • are driven to delight customers • prioritise delivery over effort • are resilient and courageous in taking accountability to make things happen • build rewardi...
Organisation Description Large Life provider is seeking to recruit a Manager into the annuity team within Actuarial Pricing to work on all aspects of annuity pricing and proposition development. The immediate focus will be on pricing an enhanced annuity product for the Intermediary market. Job Description The annuity team has responsibility for pricing and maintenance...
Organisation Description Large Life provider is seeking to recruit an Assistant Manager into the annuity team within Actuarial Pricing to work on all aspects of annuity pricing and proposition development. The immediate focus will be on pricing an enhanced annuity product for the Intermediary market. Job Description The annuity team has responsibility for pricing and ...
Job Description There is a Initial 6 month contract for a part qualified actuary based in Edinburgh to support changes to products to reflect the EU Gender Directive and changes to customer illustrations resulting from changes to guidance given by the Board for Actuarial Standards (BAS). Key Responsibilities: Reporting to an Actuarial Manager in either the Actuarial Pricing or Actu...
Group Sourcing Manager- Edinburgh - Contract - £350-400p/d RZ Group's financial services client is looking for a Group Sourcing Manager with Catering and Utilities experience to join them on a contract basis at their Edinburgh based offices. The Role: Purpose of the role - how it adds value An expert purchasing professional with an in-depth understanding of strategic sourcing and supplier management...
Organisation Description Our client is currently looking for an Internal Audit Manager to support the delivery of an independent, objective and professional risk-based Internal Audit (IA) service designed to deliver a systematic approach to the evaluation and improvement of risk management, control and governance. Job Description JOB This role will give you the opport...
Organisation Description Our client is currently looking for a Senior Internal Auditor to support the delivery of an independent, objective and professional risk-based Internal Audit (IA) service designed to deliver a systematic approach to the evaluation and improvement of risk management, control and governance. Job Description JOB This role will give you the opport...
Business Process Manager - Management Consultancy We are currently seeking an experienced Business Process Manager for a leading management consultancy. This individual will lead and advise on matters critical to business change throughout the organisation while working alongside a number of financial institutions, high street retailers and banks. This is a contract opportunity based in Edinburgh for a period of 6 months...
QUALIFIED ACTUARY To £95,000 plus benefits JohnstonGreer has been retained by this thriving and well respected firm within the actuarial and consultancy sector to recruit a Qualified Actuary to join their established team. They have a solid existing client base and due to the acquisition of further business they now require this senior member of the team to further enhance their proposition. The successful ca...
IFA - Wealth Management firm £35,000 to £40,000 plus benefits and bonus This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest regional players in the area. Due to continued growth and the acquisition of new business they now require an additional Advisor. Working in tandem with the Directors you will...
IFA - Wealth Management firm £35,000 to £40,000 plus benefits and bonus This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest regional players in the area. Due to continued growth and the acquisition of new business they now require an additional Advisor. Working in tandem with the Directors you will...
