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,...

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...

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...

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.

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

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...

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!

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...

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...

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...

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,...

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...

Gray Dawes Travel is a multi-award winning, global travel management company with offices in the United Kingdom, Australia, The Netherlands and the United States. Established in 1865, we’re constantly growing by using technology and our passion for what we do to keep evolving.With a laser focus on offering our clients a high touch, high tech, high content experience, at Gray Dawes we’re not just...

You will develop product strategy, manage the product lifecycle, and ensure delivery of valuable solutions for clients. This role offers the opportunity to make a meaningful impact in a dynamic and matrixed environment. Responsibilities Develop product strategy and roadmaps to drive innovation and client value.

You will support them in managing and further developing an exceptional client base across Edinburgh with a focus on high-net worth clients, large-scale transactions and, resultantly, a high-quality, lower volume caseload.

You will:Act for clients in all aspects of residential conveyancing, including sales, purchases, remortgages and transfers of title.

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...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...