Financial advisor Work, Jobs in Leith, Edh (with Salaries)

New Business Relationship Manager - Fiduciary Sectors
Allica Bank —Edinburgh
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Travel
Client Data Analyst
JPMorganChase —Edinburgh
- Full-time
- Spanish
- Communication skills
10d
Bar & Grill Assistant
Dakota Hotels —Queensferry
- Up to £15.40 an hour
- Weekend availability
- Hospitality
- Bar
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
1d
All in Edinburgh Assistant Team Manager
The Action Group —Edinburgh
- £29,649.55 - £30,523.99 a year
- Full-time
- Remote
- Management
- IT
- Leadership
- Annual leave
- Employee discount
Quick apply
1d
Regional Director - Scotland and England North
AECOM —Edinburgh
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Contracts
Sales Advisor
River Island —Dunfermline
- £11.56 - £12.80 an hour
- Part-time
- Employee discount
Quick apply
3d
Bar & Grill Supervisor
Dakota Hotels —Queensferry
- £16.23 an hour
- Weekend availability
- Hospitality
- Bar
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Self Employed Mortgage & Protection Advisor
Bridges Properties —Livingston
- £100,000 - £150,000 a year
- Full-time
- Financial services
- In-person
Quick apply
Technical Director – Coastal Engineering
Ramboll —Edinburgh
- Full-time
- Hybrid work
- Management
- Engineering
- Business development
Quick apply
Investigations Operations Leader
Department for Work and Pensions —Livingston
- £38,772 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Human resources
- Annual leave
- Employee assistance programme
1d
Associate Relationship Manager - Mid Corporate
Lloyds Banking Group —Edinburgh
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
9d
Procurement Manager
Leonardo UK Ltd —Edinburgh
- £70,000 - £78,000 a year
- Full-time
- Hybrid work
- Leadership
- Negotiation
- Flexible schedule
- Referral programme
Analytics Lead
National Westminster Bank PLC —Edinburgh
- Full-time
- Hybrid work
- Hotel
- Financial services
- AI
- Annual leave
1d
New Business and Home Buying Advisor
Gilson Gray —Edinburgh
- Weekend availability
- Microsoft Excel
- Sales
- Customer service
Quick apply
7d
Customer Service Advisor
Search Hiredonline —Edinburgh
- £13.49 an hour
- Temporary
- Remote
- Customer service
- IT
- Communication skills
1d
Operations Advisor - part time (17.5 hrs per week)
Fife Housing Group —Dunfermline
- From £14,525 a year
- Part-time
- Hybrid work
- Administrative experience
- Data entry
- Phone etiquette
- Free parking
- Store discount
Quick apply
3d
Senior Solution Architect
Lloyds Banking Group —Edinburgh
- £92,701 - £109,060 a year
- Full-time
- Hybrid work
- APIs
1d
Customer Sales Advisor
Halfords —Edinburgh
- £11.28 - £13.14 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
13d
Customer Sales Advisor
Halfords —Edinburgh
- £11.28 - £13.14 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
13d
Senior Trust Accountant
Turcan Connell —Edinburgh
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Supervising experience

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New Business Relationship Manager - Fiduciary Sectors

Allica Bank -
Edinburgh

Apply Now

Job details

Full-time

Benefits

Company pension
Enhanced maternity leave
Enhanced paternity leave

Qualifications

Business development
Analysis skills
Relationship management
Financial services
Communication skills
Banking

Full job description

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

The Fiduciary Sectors Team at Allica Bank provides exceptional service and support to regulated professional services firms in the UK. Including but not limited to, Solicitors, NBFIs, Accountants, Pension Trustees and Insolvency Practitioners.

Our team is known for its commitment to delivering innovative solutions and exceptional service that merits recommendation. We pride ourselves on our ability to build strong relationships by listening to our clients and using that feedback to support a continuous iterative programme of improvement to our value proposition. We are a growing team in a rapidly growing banking business providing a significant opportunity for personal growth and development.

Role Description

The Business Development & Relationship Manager (Fiduciary Sectors – Scotland) plays a key role in expanding Allica’s presence across Scotland and the wider UK by acquiring, developing, and managing relationships with regulated professional firms, with a particular focus on the legal sector in Scotland.

This is a highly commercial, outward‑facing role requiring deep understanding of the fiduciary landscape, strong relationship‑building capability, and the ability to articulate Allica’s proposition with clarity and confidence. The successful candidate will be responsible for generating new opportunities, overseeing the onboarding of regulated clients, maintaining long‑term relationships, and acting as a trusted subject‑matter expert for both clients and internal stakeholders.

Principal Accountabilities

Identify, target, and convert new business opportunities with regulated professional services firms across Scotland and the wider UK.
Develop and execute a structured business‑development strategy, supported by data‑driven insights and CRM‑based pipeline management.
Represent Allica Bank at industry events, conferences, and professional networks, building strong relationships with solicitors, accountants, independent financial advisors, and other fiduciary‑related intermediaries.
Serve as the dedicated relationship lead for a portfolio of regulated clients, ensuring exceptional service at every stage of the relationship.
Support and oversee the onboarding of regulated entities, ensuring AML/KYC and other regulatory requirements are met efficiently and accurately.
Provide subject‑matter expertise on client‑money banking, AML/KYC expectations, and fiduciary‑sector practices
Work closely with Product, Compliance, Operations, and other internal teams to refine and enhance the fiduciary banking proposition.
Capture and escalate client feedback to inform product development, risk appetite considerations, and service improvements.
Assist in the creation of management information (MI), reports, and CRM‑driven insights for internal stakeholders.
Maintain up‑to‑date understanding of regulatory developments affecting the fiduciary sector (SRA, FCA, MoJ, AML changes, etc.).
Provide commercial insight to the wider bank on opportunities, risks, and market trends.
Support marketing initiatives by contributing sector expertise, case studies, and client‑led insights.

Personal Attributes & Experience

Proven track record in business development, relationship management, or client‑facing roles within financial services or professional services.
Strong understanding of regulated client‑money environments (e.g., SRA, FCA, CASS, trust and fiduciary accounts).
Experience working with professional or corporate clients and delivering high standards of service in complex or regulated environments.
Exceptional communication and interpersonal skills, with the ability to build trust with senior stakeholders.
Highly proactive, commercially minded, and accountable—able to drive outcomes independently.
Strong analytical capability, comfortable navigating onboarding requirements, risk considerations, and regulatory frameworks.
Collaborative mindset with the ability to work effectively across multiple teams.
Willingness to travel across Scotland and the wider UK as required.

#LI-Remote #LI-AD1

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

Apply Now

Refine Your Search

financial advisor jobs in leith, edh

New Business Relationship Manager - Fiduciary Sectors

Client Data Analyst

Bar & Grill Assistant

All in Edinburgh Assistant Team Manager

Regional Director - Scotland and England North

Sales Advisor

Bar & Grill Supervisor

Self Employed Mortgage & Protection Advisor

Technical Director – Coastal Engineering

Investigations Operations Leader

Associate Relationship Manager - Mid Corporate

Procurement Manager

Analytics Lead

New Business and Home Buying Advisor

Customer Service Advisor

Operations Advisor - part time (17.5 hrs per week)

Senior Solution Architect

Customer Sales Advisor

Customer Sales Advisor

Senior Trust Accountant

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