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...
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...
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...
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...
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,...
Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading...
Private Client Tax Senior Manager Edinburgh A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and...
The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...
Overview We're growing and want you to be a part of our journey. Actuarial Manager - Pensions Consolidation Solutions As part of this role, you'll be working in Isio's Actuarial & Consulting team, consisting of over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors. We advise on everything from...
You will be responsible for providing full administrative support to our Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. Working in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.
You will:Act as audit lead - the expectation is that on large assignments this role will be supported by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner. People management responsibilities covering resource planning and allocation, performance management, training and recommendations for promotion.
Job Description 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...
You will be a key member of the Global Employer Services group, this role will provide reward and share schemes services for a wide range of clients.
You will be responsible for assisting Directors & Partners in providing Tax compliance and advisory services to a wide range of clients.
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...
A wealth management firm in Edinburgh is seeking an Associate in Investment Management to provide administrative support, build client relationships, and assist with investment portfolio management. The role requires strong communication and analytical skills, along with a relevant level 4 qualification in financial services. Candidates will join a collaborative team working in a fast-paced...
You will be a key member of the Global Employer Services group, this role will provide reward and share schemes services for a wide range of clients.
You will be responsible for assisting Directors & Partners in providing Tax compliance and advisory services to a wide range of clients.
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead...
You will be a key member of the Global Employer Services group, this role will provide reward and share schemes services for a wide range of clients.
You will be responsible for assisting Directors & Partners in providing Tax compliance and advisory services to a wide range of clients.
Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy – and directly advise the owners and management teams leading...