Ifa support jobs in Edinburgh

 ...You'll provide dedicated, proactive and high-quality co-ordination support to aligned Investment teams and groups, helping investors focus on investment decisions for our clients. You'll take ownership of day-to-day co-ordination activities and stakeholder requirements,... 

 ...Idex have partnered with a boutique wealth management company who are looking for an IFA who will service a client bank of circa 220 individuals. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves... 

 ...capabilities. You'll also embrace AI-enabled ways of working, using approved AI tools to enhance analysis, improve delivery efficiency, and support better decision-making while applying appropriate human judgement and responsible AI practices. What You'll Do Support... 

 ...practices. What You'll Do Deliver client assignments that meet or exceed expectations, ensuring value-added outcomes. Lead and support finance transformation initiatives, including operating model design, process improvement, and technology implementation, identifying... 

 ...Awareness), providing exposure to stakeholders across Risk, Compliance, Business Units and Technology. The successful candidate will support the maintenance and operation of the Group financial crime Key Risk Indicator (KRI) framework, helping to monitor and report key... 

 ...The Alternatives Client Services (ACS) team support all of BlackRock's privately placed alternatives products, including hedge funds, fund of hedge funds, private credit, private equity, and real asset funds from the time of investor onboarding throughout the life cycle of... 

 ...smoothly? We’re looking for an Investor Services Officer to join FNZ’s Investment Operations team in Edinburgh. In this role, you’ll support the delivery of high-quality client service through accurate and timely processing of investor transactions, responding to client... 

 ...enhancing the customer experience by transforming investment information into clear, engaging, and accessible reporting along with supporting our ambition to deliver high quality, customer focused fund and solution communications. You'll be involved in the development of... 

 ...Officer appointment. The remit encompasses Finance, Investments, HR, IT, Communications, Legal and Procurement, and Office and Business Support. Alongside leading SFT’s financial planning, management and corporate governance, there is a clear opportunity to further develop the... 

 ...Finance & Strategy (F&S) is BlackRock's global finance partner, delivering insight-driven analysis and financial discipline to support decision-making, resource allocation, and sustainable growth. Within F&S, Corporate Strategy & Development (CS&D) and Financial Planning &... 

 ...controls across identity, endpoint, cloud, data protection and email security Conducting third-party and AI security due diligence Supporting audit, cyber insurance and regulatory assurance activities Delivering security awareness initiatives and stakeholder training... 

 ...members. Whether working with Defined Benefit or Defined Contribution schemes, our consultants provide strategic advice and governance support to a wide range of clients - from corporate pension plans to public sector schemes. We are excited to welcome applications for our... 

 ...working with Defined Benefit (DB) or Defined Contribution (DC) pension schemes, our consultants provide strategic advice and governance support to a wide range of clients - from corporate pension plans to public sector schemes. We are excited to welcome applications for our... 

 ...working with Defined Benefit (DB) or Defined Contribution (DC) pension schemes, our consultants provide strategic advice and governance support to a wide range of clients - from corporate pension plans to public sector schemes. We are excited to welcome applications for our... 

 ...and make an impact. At Isio, you'll work on meaningful projects, gain professional qualifications, receive structured development support and learn from experienced colleagues who are invested in your success. We're proud to have been recognised as one of the UK's leading... 

 ...Financial Services Administration, who are looking to take the next step into a Financial Planner position. You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships... 

 ...JOB PURPOSE The role supports the delivery of the Bank's Third-Party Risk Management Framework and is responsible for the day-to-day coordination of office facilities and premises activities. The role maintains accurate supplier and facilities records, coordinates key processes... 

 ...generate revenue. To provide detailed need and objective based advice on savings, retirement, and investment products. Manage and support our clients over the telephone to complete a fact find, formulate need and objective based advice, and prepare suitability reports to... 

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients...

 ...requirements are translated into practical technology solutions. The ideal candidate combines financial crime domain knowledge with experience supporting the design and delivery of technology-enabled change initiatives. You will work across product, strategy, design and... 

 ...where we come in. By taking a holistic view of performance improvement, including strategy, process design and technology enablement, we support the smooth operation of transformations. Personal independence Regulation and controls are standard practice in our industry and... 

 ...role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery , with support from paraplanning and client services teams. This role will see you inheriting a client bank of circa £50 Mil AUM with huge opportunity... 

 ...experienced financial adviser to join a highly successful, national IFA practice with a large office in Edinburgh. You will be given a...  ...package will also be given. You will receive full back office support including high quality paraplanning. You will also receive... 

 ...opportunity to get a panoramic view of how the bank ticks (and how to keep it ticking smoothly). What your work could look like Supporting monthly reporting cycles, helping produce accurate financial results and commentary Analysing data to explain what’s driving... 

 ...operational assets and new investment opportunities, with the chance to combine financial modelling, valuation and performance analysis to support senior decision-making. Location: Edinburgh Working Arrangements: Hybrid Contract: Permanent The Opportunity You... 

 ...An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring... 

 ...challenge?  You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect... 

 ...To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable... 

 ...Clear and transparent career progression framework - Significant investment in training, mentoring and professional development - Supportive and inclusive working environment with a strong team culture - Hybrid and flexible working arrangements - Competitive salary... 

 ...focused technical advice to senior stakeholders * Spot opportunities for clients and contribute to proposals * Lead, mentor and support junior colleagues to achieve their potential Skills & Experience * Significant experience in international tax, ideally with...