11 Wealth Management Jobs in Edinburgh
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Independent Financial Advisor Eden Scott - Edinburgh, United Kingdom In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals. Average size of cases vary including higher net worth private clients... 3 days ago
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Financial Planner Recruit UK | Certified B Corp™ - Edinburgh, City of Edinburgh, United Kingdom They will provide a consistent flow of client leads across the UK with your role being focused on engaging and converting clients. You will receive support from a dedicated team of professionals who will... 2 days ago
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VP Compliance Change Recruitment - Edinburgh, United Kingdom Reporting to the Director, you will be responsible to for providing strategic regulatory advisory to internal and external business partners while interacting with key stakeholders across the business... Yesterday
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External Audit Senior Manager - Asset & Wealth Management PwC - Edinburgh, United Kingdom Building connections across teams and specialist areas within PwC to bring insight to the organisations we audit. This includes managing specialist teams supporting the audit, building consensus around... Competitive 19 days ago
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Investment Administrator Quilter - Edinburgh, United Kingdom These duties are varied daily, but usually consist of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations, and assisting... Competitive 6 days ago
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Compliance Officer Alexander Mae South West Ltd - Edinburgh, Scotland You will also be required to act as a technical point of reference for the wider team. This involves query resolution, training, quality checking of trainees’ cases and project work within BA. It may also... £42K - £53K (Glassdoor Est.) 2 days ago
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Senior Compliance Officer Alexander Mae South West Ltd - Edinburgh, Scotland You will also be required to act as a technical point of reference for the wider team. This involves query resolution, training, quality checking of trainees’ cases and project work within BA. It may also... £42K - £53K (Glassdoor Est.) 2 days ago
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IFA Administrator - Falkirk Falkirk, Scotland, United Kingdom Working alongside a Director you will be responsible for providing administration support including new business, valuations, quotations, provider liaison, compliance and database management. There is... More than 30 days ago
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Paraplanner Utopian Professional Recruitment - Edinburgh, Scotland Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately... £35K - £39K (Employer Est.) 14 days ago
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Financial Services / IFA Administrator Utopian Professional Recruitment - Edinburgh, Scotland Completing regulatory requirements including carrying out anti-money laundering checks, completing any necessary registers for new business, managing workflow within the back office, maintaining client... £26K - £29K (Employer Est.) 25 days ago
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