Job Description Assistant Manager £250-£270 per day Edinburgh Working for one of our major banking clients you will be responsible for the following duties: - Performing business as usual processes as well as providing support to the Accounting Manager - Performing and /or supporting the following core processes: -Journal Processing ...
To provide a high quality financial planning advisory service to existing and prospective clients whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Lead provided through seminars, networking, and existing clients and centres of influence. The firm receive a lot of referrals due to their well respected name in the market. KEY BEHAVIOURS Client Fo...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and chariti...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and chariti...
Job Description Our client, a leading IFA company, are looking for a Corporate Administrator to join their Aberdeen office. The ideal candidate will have previous experience in an IFA office or an Insurance Company dealing with pensions, dis, phi, pmi etc. This is an excellent opportunity for a candidate experienced in Group Pensions Admin, Leavers, Joiners, Retirals, Group Death In Service, Income Protect...
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...
Job Description Reed Insurance are looking for complaint handlers with life, pension and investment complaints experience for projects in Stirling. This is an an exciting and interesting position within one of the leading consultancies in the world who have a proven track record in delivering projects for major life and pension companies. You will only be considered if you have relevant backgro...
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 ...
We have an exciting opportunity to join this prestigious client in a role as an Equities Settlements Analyst on a Temporary contract based in Glasgow City Centre. The successful candidate will play a key part in supporting the operational function, providing support to all clients. Key Duties: Involved in the settlement of Equities, Fixed Income, Structured Products and Bonds across both UK and International market...
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. <...
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. <...
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. <...
The Company Our client is a prestigious Financial Services organisation seeking a Paraplanner for their office in Aberdeen. 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 inform...
The Company - Our client is a prestigious Independent Financial Adviser firm with a requirement for a Sales Support Administrator in Aberdeen. Duties and accountabilities - You will provide a comprehensive Sales Support function to the Financial Adviser team, which can include - Providing quotations New Business processing and commission reconciliation Database management<...
£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 -...
Financial Sales Executive Glasgow City Centre Location Salary £20k plus 20% bonus guaranteed uncapped over target Search consultancy is recruiting for one of Glasgow's leading financial service organisations. The client are based in Glasgow centre and offer the successful candidate a fantastic opportunity to join a fast growing organisation who are keen to r...
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... <...
Financial Sales Executive Glasgow City Centre Location Salary £20k plus 20% bonus guaranteed uncapped over target Search consultancy is recruiting for one of Glasgow's leading financial service organisations. The client are based in Glasgow centre and offer the successful candidate a fantastic opportunity to join a fast growing organisation who are keen to r...
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...
Pensions Team based in Glasgow City Centre are looking for a Project Pensions Manager for a contract assignment on their occupational pensions scheme. They are looking for a candidate who has extensive experience within pensions, you must have experience of project work on a final salary scheme/money purchase scheme (DB/DC). Excellent opportunity as this role they are introducing a money purchase AVC facility and mo...
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...
