Ifa support jobs in Edinburgh

 ...management clients, helping them maximise the value of the FNZ Figaro platform through consultancy, business analysis, implementation support and ongoing guidance. If you're passionate about solving complex business challenges, working closely with clients and applying... 

We are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser. Delivering excellent financial planning, advice and service to clients. The ideal candidate will: Hold CAS - or ...

 ...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... 

 ...Start Date: 2026-08-11 End Date: 2026-09-10 FNZ is looking for a consultancy professional to enhance client engagement and support in utilizing the Figaro platform effectively. This role requires problem-solving skills, analytical thinking, and excellent communication... 

 ...Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals... 

 ...you. BlackRock is seeking an Associate to join the team. We value diverse perspectives, curiosity, and a willingness to learn, and we support our employees as they grow and develop their careers. We know you want to feel valued every single day and be recognized for your... 

 ...spans strategic benefit design, workplace health & wellbeing consulting, DC pensions, benefits technology and employee engagement & support. Working within the Workplace Health & Wellbeing team, you will be responsible for advising pension scheme trustees and sponsoring... 

 ...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... 

 ...Are you passionate about supporting social enterprises to grow and create lasting impact? Do you have expertise in cashflow modelling and experience assessing investment opportunities? If so, this could be the role for you. We're looking for a financially skilled and people... 

 ...Purpose of the Role This role provides investment management support to Investment Managers and the wider portfolio team, helping to...  ...liaise with financial planners, intermediaries, product providers and IFAs as directed Maintain and update the new business pipeline... 

 ..., who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees,... 

 ...Defined Benefit pensions for client facing, technical roles, to bolster our existing team. What will you be doing? You will be supporting a variety of strategic data projects that help pensions schemes better understand and manage their data. This will include: Supporting... 

 ...transformation of key corporate functions, including Finance, Human Resources, Payroll, Procurement and associated business services, supporting greater consistency, efficiency, improved data quality and reporting, strengthened workforce planning and financial management, and... 

 ...Securities Lending Operations supports the end-to-end lifecycle of BlackRock's global securities lending business. The team is responsible for transaction management, collateral management, inventory optimization, sufficiency monitoring, accounting and billing, reconciliations... 

 ...potential is truly driven by your performance rather than anything else! Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves. Example Projects (not exhaustive) Proposition strategy and design for Vertically... 

 ...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... 

 ...to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package. The Opportunity You will provide holistic financial planning advice to a... 

 ...2026-08-11 End Date: 2026-09-10 FNZ is seeking a Solution Consultant in Edinburgh to provide high-value consulting services and support for clients in the asset management industry. The role involves platform configuration, customer training, and defining product requirements... 

Wealth Platform Solution Consultant Location: City of Edinburgh Country: GB Company: FNZ (UK) Ltd Date Posted: 2026-08-11T17:51:11.000Z Application Deadline: 2026-09-10T17:51:11.000Z FNZ (UK) Ltd is seeking a Solution Consultant in Edinburgh to lead...

 ...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... 

 ...part of the team. We recognize that strength comes from diversity, and will accept rare skills, eagerness, and passion. All the while supporting the freedom to grow authoritatively and as an individual. We know you want to feel valued every single day and be recognized for... 

 ...opportunity for someone who is highly organised, detail-oriented, and looking to develop a long-term career within a professional and supportive business. Salary & Benefits ~£26,000 per annum- Salary review following successful completion of probation ~ Hybrid working... 

 ...benefit from Dentons' collaborative culture, extensive know-how resources and award-winning learning and development programmes that support your continued professional growth., Builds strong and collaborative relationships across the Banking & Finance team and the wider... 

 ...Lead small teams on projects, with support from senior colleagues, and assist in delivering larger, complex projects. Conduct critical financial analysis using commercial experience and advanced tools to support projects and identify new opportunities. Create reports... 

 ...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... 

 ...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... 

 ...excellent opportunity for a technically capable paraplanning professional to work closely with advisers on advice cases, while also supporting the wider team with queries, training and client-related support. The successful candidate will play a key role in producing high-quality... 

 ...transactions and clients, including cross-border deals with international clients and law firms. You'll collaborate with ambitious and supportive colleagues and prestigious clients like HSBC, Zorin, Lloyds, Tristan Capital, Pluto Capital, Mobico and Octopus. Want to read... 

 ...About The Role Purpose Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support. Responsibilities Create clear standard advice reports covering new...