Financial Adviser jobs in Bonnyrigg
- Core-Asset ConsultingEdinburghPostedPosted 1 day ago
- Meet with a client to explain how a particular set of calculations works to support their advisers test the system.
View similar jobs with this employerJohnston Carmichael2.5Hybrid work in Edinburgh EH3EmployerActive 12 days ago- As part of one of the United Kingdom’s largest independent accountancy and business advisory firms, you will get hands on client experience, with full support…
- Recruit UK5.0EdinburghEmployerActive 3 days ago
- Utilising software’s like Best Practice and Enable, you will provide full Paraplanning support.
- Open to fully or part qualified but at least 2 years experience…
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- Chase de VereEdinburghPostedPosted 1 day ago·
- Providing holistic financial advice to prospective and existing clients.
- Working closely with our experienced team to develop and enhance your skills within…
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- Fife CollegeKirkcaldyPostedPosted 7 days ago·
- You will assist with any attendance concerns or issues that may arise, including financial concerns, funding issues, reduced engagement, on-going medical…
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View similar jobs with this employerNatWest Digital XEdinburghPostedJust posted·- You’ll provide advice and support to ensure the development and delivery of effective financial crime controls for our correspondent banking business.
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View similar jobs with this employerAegonEdinburghPostedPosted 14 days ago·- Salary: A competitive salary between £56,480 and £84,720 depending on the experience you can bring.
- At Aegon, we strive in creating a diverse organisation that…
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- Evelyn PartnersEdinburgh EH3Typically responds within 1 dayEmployerActive 7 days ago·
- We believe that hands-on experience is key to creating well-rounded trusted advisers and as such you will work on front office financial planning tasks…
- DeloitteHybrid work in EdinburghPostedPosted 27 days ago·
- Considering the appropriateness of key financial warranties and indemnities.
- We are subject to a number of audit regulations, one of which requires that certain…
- Wilkinson & Associates LtdRosythTypically responds within 3 daysEmployerActive 3 days ago·
- Prepare budgets and financial forecasts.
- Liaise with external auditors and tax advisers at year end and provide analysis for statutory reporting.
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- Lloyds Banking GroupHybrid work in EdinburghPostedPosted 13 days ago·
- A capacity to challenge your adviser contacts and internal colleagues constrictively to overcome barriers and deliver creative arguments and solutions.
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- SafferyEdinburghPostedPosted 2 days ago·
- Preparation of year-end financial statements for a wide variety of businesses.
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- abrdnEdinburghPostedPosted 10 days ago·
- As a Senior Project Manager, you will typically report to a Programme Manager within a matrix-based delivery structure.
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- abrdnEdinburghPostedPosted 10 days ago·
- Contract type: Full-time, Permanent.
- Competitive package: starting salary £24K, 16% pension, 40 days holiday.
- As our customers’ first point of contact, you will…
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Job Post Details
Job details
Here’s how the job details align with your profile.Job type
- Permanent
Location
Full job description
Job Description:
We have a rare opportunity for an individual in the actuarial or financial modelling field, with experience in the pension, investment or wealth field to join a leading global fin tech firm aligned to the financial planning market.
You will be providing technical support on client calculations, working with internal colleagues and external clients to ensure calculations are in line with client needs and system configurations. You will be passionate about the sector and confident working with technology.
Essential Skills/Experience:
- Real world actuarial / applied maths problem solving experience.
- Bachelor-degree in mathematics, or a related field.
- Exceptional time management and strong communication skills as you will be working towards deadlines.
- Passion for solving complex maths challenges.
- Energy to work effectively within a small team within the UK, Europe and Australia.
- Ability to manage multiple tasks effectively.
- Enthusiasm and commitment to continuous improvement.
Core Responsibilities:
- Adopting global calculation sets to meet specific client requirements, including test and quality assurance processes.
- Maintenance of existing calculation sets in respect of regional legislative and budgetary changes.
- Creating new calculation sets to support new clients, new advice journeys and new geographical regions.
- Liaising with product, client facing, and client teams to successfully deliver and support required calculation sets.
- Ability to translate Excel formulas into JSON and other coding languages.
- Localisation of existing calculation sets in new regions the firm is entering.
- Review and respond to a testing ticket that suggests a calculation isn't working as per the requirements.
- Update an Excel workbook and system configuration to reflect new calculation requirements provided by a client.
- Supporting ad-hoc mathematics challenges that arise, and support internal projects, as needed.
- Attend an internal meeting to discuss the proposed legislative changes that impact calculations.
- Meet with a client to explain how a particular set of calculations works to support their advisers test the system.
Benefits:
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15740
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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