Wealth Management Jobs in Edinburgh

Paraplanner Location: Edinburgh or Stirling Salary: excellent benefits package Hours: Full Time Hybrid or Remote Working Available A well-established and growing wealth management practice is seeking an experienced Paraplanner to join their expanding team. The successful candidate will be part...

DescriptionDrive impact at JPMorganChase! Join our Incident and Client Advisory team to lead risk shape onboarding and champion excellence.Join our dynamic Incident and Client Advisory team where your passion for implementing and overseeing controls can make a significant impact. At J.P. Morgan Chas...

DescriptionAre you passionate about supporting high net worth clients Join us to execute requests end-to-end with strong risk discipline.As a Client Operations Analyst in Asset Wealth Management Team youll be at the heart of that workpartnering with bankers and teams across finance technology compli...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Senior Paraplanner Location: Edinburgh (hybrid working available) Salary: Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality holistic advice to clients. This role involves technical research report writing and contributing to positive client out...

DescriptionYoull join a high-performing growing team in a fast-paced environment helping deliver a best-in-class onboarding experience forJPMorganChase Asset & Wealth Management. Wealth Management is part of our Asset & Wealth Management business which oversees$2.4 trillionin assets under management...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their go...

Job Description Blue Ocean Wealth Solutions LLC A MassMutual Firm East Hills Long Island New YorkBlue Ocean Wealth Solutions LLC is a MassMutual firm dedicated to delivering innovative client-centric financial strategies tailored to each clients unique goals. We believe lasting success...

DescriptionThe Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients. This role is responsible for supporting high and ultra-high net worth clients with their digital experience.As a junior team member you will focus on learning core digital plat...

About this roleAbout this RoleAt the heart of BlackRock the largest investment management firm in the world is the Aladdin Product team. We build next-generation technology that transforms how global investment firms account for and manage their investments.Product Managers at BlackRock sit at the i...

Location: Edinburgh WRSWorking Pattern: Hybrid (3-Days in the office)Role Title: FP&A Analyst (Fully qualified accountant)Role DescriptionThe Group FP&A team is part of the FNZ Group Finance function and is responsible for establishing managing and maintaining financial forecasts across the entire F...

Contract Type: PermanentLocation: EdinburghWorking style: Hybrid (50% home / office)Closing date: 2nd April 2026About the teamOur Investment Solutions team develops maintains and evolves Royal Londons investment proposition - helping customers and advisers achieve strong outcomes through well design...

Were seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory s...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their go...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their go...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their go...

Were seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory s...