Job Description Location: Edinburgh Working for one of the leading fee based IFA’s, you will be joining the existing successful team as a Senior Paraplanner. You will be preparing concise recommendation reports, undertaking research to identify suitable products and portfolios to suit high net worth clients and will be ensuring all recommendations comply with FSA regulations. Who we're looking f...
Protection Adviser - Glasgow / Edinburgh £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administr...
Top Performing Mortgage Broker required. All leads provided. Basic salary plus excellent bonus OTE £60,000+ One of the leading mortgage brokers in Scotland, with a branch network covering 8 busy city areas are looking for an experienced adviser to cover one of their Edinburgh branches. They are a whole of market mortgage broker and have agreed some excellent deals with lenders due to the volume of business they transac...
Job Description Reed Insurance are currently recruiting for a leading Investment Management firm. Our client are looking for a Compliance Investment officer. The successful candidate will have the responsibility of overseeing of the Firm's CASS function; in line with Firm values and FCA regulations. The ideal candidate will come from an investment background with previous experience in a si...
New posting 13th June: My client a successful Edinburgh based brokerage, are looking for (ideally) a Chartered Financial Adviser, experienced working as a IFA. The role will be based in London, the successful candidate will be offered an established HNW client bank to service. The client bank is made up of 50 key private clients and 400 pension scheme clients. The client bank is an approximate mix of 50% pensions, 40% investme...
Home based role with access to local offices for a large national insurance broker providing monitoring services to different business units located predominately in Scotland. This is a new position within an expanding team needed as the group grows. You will be given the opportunity to work autonomously within the parameters of the role and would need to have similar experience of running your own diary. The Role Working on y...
Job Description Reed Insurance's client have an exciting opportunity for a contractor to join their large Edinburgh office on a temporary basis. Reed's client are launching an Enhanced Annuity product into the Direct Advised and non-advised channels. They are looking to completely revamp and simplify their personal protection advice process and refresh the remote distribution sales process The su...
Organisation Description Our well established client are currently seeking an MI Analyst for an exciting permanent position. Job Description JOB This role will give you the opportunity to be involved with the following: - Producing the daily, weekly and monthly reporting of business statistics for the organisation's product teams - Preparing an...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
A leading financial services company based in Edinburgh are seeking an Investment Marketing Associate to join their growing team. Responsibilities include : Offer timely and accurate RFP responses in line with pre-agreed deadlines Complete ad-hoc questionnaires and surveys for industry publications Deal with queries and requests for information efficiently and effectively Liaise with key depa...
Job Description Reed Insurance are recruiting for a fantastic Independent Financial Advisers who currently require a Paraplanner to join their successful Edinburgh team. The role: You will provide a complete research and report writing support service for Consultants aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.<...
Job Description Reed Insurance are recruiting for a fantastic Independent Financial Advisers who currently require a Office Manager/Paraplanner to join their expanding Edinburgh team. The role: Responsible for the smooth running of the office and it's administration staff, you will oversee the output of work and will be responsible for maintaining quality and consistency. You will pr...
Network Supervisor Location: Field Based working from home Purpose of the role: To deliver core service visits incorporating TCF support and cultural assessment visits within a flexible and defined geographical area. To provide practical supervision support to all RI’s in the Network, frequency based on Risk. To conduct visits to larger firms (10 + RI’s) in...
1 jobs matching this search were posted in the last week
Your Move are the UK's largest single branded estate agency business and a key contributor to our highly successful parent business - LSL Property Services plc. With over 300 branches nationwide, Your Move are arguably the most recognisable brand within the property industry. Your Move's financial services division work extremely closely with our highly successful Estate Agency division jointly having won 40 plus industry awards in ...
Job Summary This is an exciting sales development role within the IFA Protection sales team. We have ambitious growth plans for 2013 and in future and to help us achieve our goals, we have grown our presence amongst the IFA community over the last few years by establishing a field based sales development team. Reporting to the National Sales Manager, the role aims to grow our share of the IFA Protection mar...
Job Description Reed Insurance are currently recruiting for a leading Investment Management firm. Our client are looking for a Compliance Investment officer. The successful candidate will have the responsibility of overseeing of the Firm's CASS function; in line with Firm values and FCA regulations. The ideal candidate will come from an investment background with previous experience in a si...
We are currently looking for a Chartered Financial Planner from an IFA background to joinj our successful niche IFA business Chartered Financial Consultant: The ideal candidate must be Chartered with experience of working as an IFA. The role will be based in Edinburgh and our client is in a unique position to offer the successful candidate an established HNW client bank made up of 50 key private clients and 400 pension...
Protection Adviser - Glasgow / Edinburgh £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administr...
Location: Nationwide opportunities Salary: Average first year income £25,000, OTE unlimited Average second year income £35,000 OTE unlimited Income quoted is self-employed income after the repayment of study fees Job type: A permanent, self-employed contract is guaranteed within Journey Financial Advice Ltd Employed opportunities are available within the industry Comp...
My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Edinburgh. Within this role, the paraplanner will be responsible for providing eff...
Are you a Financial Services professional seeking a new challenge within a dynamic company? Are you looking for a varied role with extensive client contact? Due to continued success and growth, this innovative Financial Services Group seeks to recruit a number of positive and proactive individuals with strong Financial Services knowledge to provide holistic support to their Clients. Focusing of their WRAP Platform, your role will be ...
Senior Financial Advisers LEBC Group provide impartial financial solutions for individuals and organisations alike. Our services are delivered by specialist, qualified, financial advisers and knowledgeable, dedicated support staff at 12 locations spread throughout the UK. LEBC Group has gone from strength to strength and is today a highly-respected provider of top-quality independent financial advice and employ...
An opportunity has now opened for a well an experience Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in ...
We are keen to meet with an Experienced T&C Supervisor to operate on behalf of Our Client who is well known within the IFA Market. The role is to cover the Scotland, with an amount of travel required and possible overnight stays. The candidate will ideally be based between around the Glasgow / Edinburgh Areas. Although Candidates living further afield with good Motorway Access will also be considered....
This national and market leading Financial Services company are looking for an experience and professional individual to join their Training & Compliance Team to take on the responsibility of Financial Adviser development and supervision Responsible for the supervision of experienced branch based regulated Financial Advisers ensuring all aspects of T & C are fully met and adhered to, through observations, file checks, coaching...
