wealth management advisor jobs in Edinburgh

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Wealth Management Advisor

Nigel James Associates Ltd
Edinburgh

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking a...

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10 hours ago

Senior Wealth Management Administrator

Meraki Talent
Edinburgh

Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports,...

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10 hours ago

Wealth Management Client Administrator

IDEX Consulting
Edinburgh

IFA Administrators x 6EdinburghFantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

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10 hours ago
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AMS Europe Team Lead Wealth & Front - Edinburgh

Avaloq
Edinburgh

AMS Europe Team Lead Wealth & Front - Edinburgh Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private...

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3 hours ago

Private Wealth Solicitor

Sharri Plimbley Associates
Edinburgh

About the CompanyScottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed.About the RoleThe role would primarily be based in the firms Edinburgh office. The work would involve all...

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10 hours ago

Private Wealth Consultant

JMC Legal Recruitment
Edinburgh

You will join the Edinburgh Private Client team at an exciting period of continued growth. The role offers a broad and stimulating workload spanning asset protection, tax, executries (including contentious matters), succession planning, wills, POAs and guardianships.

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10 hours ago
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Senior Manager, Employer Covenant Advisor Actuarial & Consulting

Isio
Edinburgh

Senior Manager, Employer Covenant Advisor We're growing and want you to be a part of our journey. Pensions employer covenant advisory is a challenging and fast growing area. Isio's Covenant Solutions team assess the financial strength and commercial outlook of sponsors of defined benefit pension schemes, to understand the cash flows and assets available to support funding of pension...

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4 days ago
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Protection Advisor (100% Remote)

Mojo Mortgages
Edinburgh

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

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a day ago

Part Time Sales Advisor

Edinburgh

2 x Part Time Development Sales Manager’s (Sales Advisor) Scotland East region, Edinburgh, EH12 9DH Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment...

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7 hours ago

Part Time Sales Advisor

Miller Homes Ltd
Edinburgh

Job Description 2 x Part Time Development Sales Manager’s (Sales Advisor) Scotland East region, Edinburgh, EH12 9DH Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better...

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50 minutes ago

Human Resources Advisor

Edinburgh

You will be working as a part of a large and experienced team, so lots of opportunity to learn, expand your knowledge and work on new and exciting things!

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7 hours ago

Investment Suitability Monitoring – Wealth Management

CLARC Recruitment
Edinburgh

A large Wealth & Asset Management business are looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Candidates should have a background in Risk & Controls or Compliance Monitoring. The firm will consider candidates looking to move from 2LOD to 1LOD. Duties & Experience required include: Strong knowledge of FCA Suitability requirements within a wealth...

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a day ago
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HR Advisor (6 month FTC)

Search
Edinburgh

HR Advisor (6 month FTC) Central Edinburgh-based | office based role with hybrid working available Full Time role | Monday to Friday | 9:00am to 5:00pm Fixed-Term role for 6 months Salary up to £40,000 per annum + excellent benefits Search Consultancy are delighted to be partnering with a leading Legal firm in Central Edinburgh to recruit this Fixed Term role into their HR team. successful...

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an hour ago
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Proposition Manager (Wealth)

Morningstar
Edinburgh

About the Role: The Wealth Proposition Manager is responsible for developing, managing, and enhancing the wealth platform proposition, supporting investment solutions, and ensuring the platform remains competitive, compliant, and commercially successful. This role leverages data-driven insights, maintains robust governance, and aligns platform strategy with regulatory and commercial...

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4 days ago

Part Time HR Advisor

Michael Page
Edinburgh

This is an exciting opportunity for a Part Time HR Advisor to join a thriving FMCG organisation in Edinburgh. The role requires expertise in human resources to support the team in achieving operational and strategic objectives. Client Details Our client is a reputable organisation within the FMCG industry, recognised for their innovative approach and commitment to excellence. They are a...

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an hour ago
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Senior Wealth Team Manager

JPMorgan Chase
Edinburgh

Responsibilities : Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals. Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support. Lead and mentor a team of...

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a day ago

Sales Advisor

Peace Recruitment Group Ltd
Edinburgh

Sales Advisor – Residential Developer Edinburgh An exciting opportunity has arisen to join a leading, award-winning residential developer as a Sales Advisor, supporting high-quality developments across Edinburgh. This role is ideal for an experienced New Homes Sales Advisor, or for someone from a strong customer-focused sales background looking to move into residential property. You’ll be the...

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an hour ago

Offshore Wind Projects Legal Advisor

Eden Scott
Edinburgh

A leading international offshore wind developer is looking to appoint new Legal Counsel to join its growing in-house Legal team in Edinburgh.In this role, you’ll support the full lifecycle of major offshore wind projects—drafting, reviewing, and negotiating complex EPCI contracts and associated documentation. You’ll be a key advisor on contractual risk, liabilities, warranties, indemnities,...

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10 hours ago
Hybrid

Technical Advisor

TSA Surveying Ltd
Edinburgh

You will act on behalf of the lenders, providing independent technical oversight of PFI assets within the healthcare and education sectors.

You will join a company that has operated successfully in the market for over 20 years and is currently in an exciting growth phase, expanding from a team of 24 to 36 professionals.

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an hour ago

Part-Time Customer Journey Advisor

Miller Homes Ltd
Edinburgh

2 x Part Time Development Sales Manager’s (Sales Advisor)Scotland East region, Edinburgh, EH12 9DHCompetitive salary + attractive benefitsAt Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for...

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10 hours ago
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