Ifa jobs in Edinburgh

 ...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... 

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 ...

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...

 ...and intermediary relationships with professionalism and integrity; liaise with financial planners, intermediaries, product providers and IFAs as directed Maintain and update the new business pipeline report and related systems Prepare pitch documents and presentation... 

We're looking for a talented Consultant - Figaro to join our Asset Management Infrastructure (AMI) Consultancy team. This is a highly visible, client-facing role where you'll act as a trusted advisor to wealth management clients, helping them maximise the value of the FNZ Figaro...

Interested in a career at one of the world’s leading financial institutions? Looking to understand what it takes to succeed in today’s dynamic markets environment? Join us for an exclusive networking event and explore what a career with us could look like. Event date...

Alpha FMC is the leading global consultancy to the Wealth & Retail Investment, Asset Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset & Wealth Management firms by AUM, we have an unrivalled track record in providing our base of over...

At Hymans Robertson we play a vital role in helping clients improve their investment strategies to deliver better outcomes for their pension scheme members. Whether working with Defined Benefit (DB) or Defined Contribution (DC) pension schemes, our consultants provide strategic...

Wealth Platform Solution Consultant Location: City of Edinburgh Country: GB Company: FNZ Start Date: 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...

Are you an Investment Accounting professional searching for an exciting, significant, multi-faceted opportunity with the world's largest asset manager? If you pride yourself on building positive relationships, developing process solutions and bringing strategic visions to fruition...

 ...An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Edinburgh. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including... 

Financial Data Administrator Permanent | Edinburgh | Hybrid Working Pertemps are delighted to be recruiting on behalf of our client, a growing and highly respected financial services organisation, for a Financial Data Administrator to join their team in Edinburgh. This...

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...

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 ...

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports...

Banking & Finance Associate Deadline: 2026-08-20 Location: Edinburgh, GB Additional Location: Work From Home Application Deadline: 2026-11-18 12:02:43 Reference: 1489AssociateBurges Salmon Are you a talented Banking & Finance Associate interested in...

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...

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...

  Management Consultant – Finance Transformation (All Levels) Location: Edinburgh & Glasgow (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Drive transformation in the heart of financial services The Role Join Capco as...

  Non-Financial Risk (Enterprise Risk) Consultant – All Levels Location: Glasgow & Edinburgh (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Drive impactful change across enterprise risk, market abuse, and surveillance frameworks...

An exciting opportunity has arisen for an experienced International Tax Manager or Senior Manager to join a leading professional services firm with a dedicated focus on financial services. This role offers exposure to an impressive client base across banking, insurance, and...

An excellent opportunity has arisen for a Banking Solicitor (2-7 years' PQE) to join the highly regarded Banking & Finance team of a leading national law firm in Edinburgh. This is an outstanding opportunity to work alongside recognised specialists on complex, high-value...

Job Description: Our client, a leading wealth management firm, is seeking aParaplanner to join their team in Edinburgh. This is an excellent opportunity for a technically capable paraplanning professional to work closely with advisers on advice cases, while also supporting ...

 ...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... 

Job Summary: The Financial Data Associate is responsible for monitoring and maintaining asset data for Clearwater's clients. As content experts, FDAs advise internal and external constituents on the proper handling of critical data topics such as security master, reference ...

Start your career with the Financial Conduct Authority (FCA) through one of our 2027 apprenticeship opportunities. Our apprenticeships offer the chance to earn while you learn, gain valuable workplace experience and work towards a recognised qualification, while making a...

Want to be part of a UK hub, in a global business that is scaling rapidly, evolving fast and radically changing the decades-old delivery universe? If so, read on — we're looking for a Finance Analyst to support our Finance Business Partners. Our mission? To switch up the...

The Company Robert Half is delighted to be partnering with a highly regarded Edinburgh-based business to appoint a Finance Analyst. This represents an outstanding opportunity for a newly or recently qualified accountant looking to make their first move from practice into...

NO EXPERIENCE NECESSARY Are you looking to build a career working in an office environment? Does a future in Finance sound exciting? If so, this opportunity could be for you! Due to a severe skills shortage in the marketplace, accounting and bookkeeping personnel...

Job Description Make a real difference for customers by turning challenging moments into lasting trust. As part of J.P. Morgan Personal Investing’s Complaints Team, you’ll own every case, ensuring fair outcomes and a seamless experience. You’ll use your skills to investigate...