Posted by THE OPENWORK PARTNERSHIP • £80K/yr to £150K/yr
Financial Adviser (leads provided)
£80,000 - £150,000 (realistic earning potential)
Are you an experienced Financial Adviser, keen to join a thriving business who can provide you with the support to really maximise your earning potential?
Are you an experienced trusts fundraiser Are you passionate about inspiring, encouraging and challenging people of all ages and backgrounds to explore and understand the world around them If so, then apply now!
Position: Senior Grants and Trusts Lead (Fundraising)
This role offers full or part-time working, flexible and hybrid hours.
Posted by IDEX Consulting Ltd • £35K/yr to £42K/yr
Core to their approach is having a robust, in-house claims team who manage all aspects of day-to-day claims for the client portfolio.
This is an excellent route for you to develop your existing claims skills into a more strategic leadership capacity.
This insurance team in Edinburgh has been providing risk and insurance advice to commercial clients for over 30 years, building a reputation as a client-led, ethical bunch of professionals.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
General
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
Territory Owner Edinburgh - Self Employed - Fantastic earning potential and 3 month support package OTE £60-80k
You will have your own postcodes and the opportunity to grow your business without limits, with full control over your own agenda and helped by a team of Territory Managers.
You'll be building your own agency, but far from being alone, you will be part of a close-knit regional team and benefit from everything our client has to offer in terms of business support.
As a Client Onboarding Administrator, you will oversee the asset transfer process from beginning to end, including client onboarding and handling queries from adviser firms and customers.
We're looking for people to join an Assisted Asset Transfers team as Client Onboarding Administrators.
Acting as a strong advocate for customers, you'll strive to ensure the best possible outcomes.
Posted by IDEX Consulting Ltd • £30K/yr to £35K/yr
General
My client, a national, award-winning, financial planning and corporate advice provider is looking for an Senior Associate Client Servicing - DC Pensions based in their Edinburgh office.
Purpose of the job
To proactively help deliver administration services to a portfolio of clients.
To help the client deliver Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.