financial services paraplanner jobs in Bathgate

Want to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work." As a Lead Planning Analyst, you'll transform complex data into actionable insights that influence key stakeholders, thrive in fast-paced...

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...

Financial Administrator Monday to Friday standard day hours 100% on site at Bathgate, Scotland Our Bathgate location in Scotland, UK is an integral part of Catalent’s European clinical supply services network. The facility has a comprehensive range of capabilities to support sponsors’ studies throughout the UK, Europe and beyond, including clinical supply management, FastChain® demand-led...

Meraki Talent are partnering with an expanding Financial Services firm, who are looking for an experienced Senior Paralegal to play a pivotal role in supporting compliance and managing risk. This is a great opportunity to join a forward-thinking legal team and help shape the future of their legal operations. In this role, you’ll lead on corporate governance and regulatory compliance across...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

You will work within our friendly team supporting our branch and its customers through the various administration services we provide for our manufacturers.

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Job Title Service Colleague Location FS - 1514 Livingston Greggs Employment Type Part time Contract Type Permanent Shift Pattern Work Shift: Days Hours per Week 16 Pay Rate £12.60 Category Retail Hourly Colleagues, Sales Staff Closing Date 7 December 2025At Asda, we want you to find your everything. As a Service Colleague in our food services team, you’ll be at the heart of the...

You must be self-motivated, reliable and proactive - Demonstrate excellent customer service and communication skills - Flexibility with working patterns to support business needs - Be capable of working at heights and in confined spaces - You may be required to pass a DBS check depending on the role you have applied for

Grade: 11 Location: Home based but covering the central belt of Scotland Contract: Full-time, permanent About the Role: We are looking for a Field Service Engineer - Road Machinery this role will be part of team of engineers covering the central belt of Scotland. The focus of this role is to ensure we deliver a first class service to both internal & external customers. To actively seek...

Job Title: Service Designer Location: Edinburgh Salary/Pay Rate: C£600 per day via Umbrella Contract Length: 6 months (potential extension) Hybrid Working: On-site twice per week (Wednesday & Thursday) About the Organisation Our client is a large, customer-focused financial services organisation undergoing a significant digital transformation. With millions of customers across the UK, they...

Are you passionate about delivering exceptional customer service and making a real difference in people's lives? Then you should apply to be a Pensions Customer Service Representative, where you'll guide customers through their retirement journeys, ensuring they feel informed and supported every step of the way. Davies has been retained by one of the UK's leading Pensions and Investment firms to...

Want to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work." As a Lead Planning Analyst, you'll transform complex data into actionable insights that influence key stakeholders, thrive in fast-paced...

Paraplanner / Trainee Paraplanner Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide technical support to financial planners...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Want to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work." As a Lead Planning Analyst, you'll transform complex data into actionable insights that influence key stakeholders, thrive in fast-paced...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Services to join their professional and collaborative team in Edinburgh. This is a fantastic opportunity for a detail-oriented and experienced individual to contribute to a dynamic environment where quality and client service are paramount. Key Responsibilities: - Perform manual and...

IFA Administrators x 6 Edinburgh Fantastic 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 business The role: - Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts - Manage...