wealth management advisor jobs in 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...

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,...

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...

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...

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...

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.

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

A leading investment firm in Edinburgh is seeking a talented Paraplanner to join its Wealth Management team. Responsibilities include preparing reports for client reviews, handling advisor requests, and conducting product research. Candidates should have around 5 years of experience with exceptional communication skills and proficiency in financial planning tools. This is a great opportunity...

Job Description hackajob is collaborating with J.P. Morgan to connect them with exceptional tech professionals for this role. You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with...

You will be an active presence within the ship build environment and will be part of the large team of peers tasked with the development and deployment of the Safety, Health and Environmental (SHE) policy, systems and objectives to the Operational Shifts on the Naval Ships Clyde sites.

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...

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...

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...

Wealth Management Trainee Opportunity – EU Based This role is based outside the UK and commences in January 2026 for a training period before relocation to an international office of your choice. deVere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious individuals to launch their careers in international...

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...

Location: Remote Work from Anywhere in the Carribean, US or Latin America About the Opportunity Do you have a passion for travel, a flair for luxury, and a desire to build a flexible career? Were seeking motivated individuals to join our global team as Luxury Travel Advisor, helping clients plan unforgettable outstanding experiences. No prior experience? No problem. We provide full training,...

A leading recruitment agency in Edinburgh is looking for a Wealth & Trust Manager to manage a portfolio of trusts. The successful candidate will deliver high-quality service across all administrative, compliance, and accounting requirements while ensuring client affairs are handled with professionalism. This role requires 3-5 years of relevant experience and strong technical knowledge of trust...

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...

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!

Company Description Founded 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 banks and wealth managers, investment managers,...