Current jobs related to Financial Planner - Edinburgh, Edinburgh - Jigsaw Recruitment

  • Financial Planner

    2 days ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide advice on Pensions, Investments, taxation planning, and Protection to...

  • Financial Planner

    2 days ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide advice on Pensions, Investments, taxation planning, and Protection to...

  • Financial Planner

    10 hours ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...

  • Financial Planner

    8 hours ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...


  • Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

    Shape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...


  • Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

    Shape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...

  • Financial Planner

    6 days ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial Adviser Job Description **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our Wealth Management team, you will play a crucial role in acquiring existing clients and developing your own client base. **Key Responsibilities** * Acquire and retain...

  • Financial Planner

    6 days ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial Adviser Job Description **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our Wealth Management team, you will play a crucial role in acquiring existing clients and developing your own client base. **Key Responsibilities** * Acquire and retain...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and support our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport the...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and support our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport the...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Planning team as a Trainee Financial Planner. As a Trainee, you will have the opportunity to learn and develop your skills in a well-established and respected profession, working with a leading firm in the UK wealth management and professional services industry.As...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Planning team as a Trainee Financial Planner. As a Trainee, you will have the opportunity to learn and develop your skills in a well-established and respected profession, working with a leading firm in the UK wealth management and professional services industry.As...

Financial Planner

3 months ago


Edinburgh, Edinburgh, United Kingdom Jigsaw Recruitment Full time

Job Reference:
Date Posted: 8 March 2023

  • Recruiter: Jigsaw Recruitment
  • Location: Edinburgh
  • Salary: £45,000 to £65,000
  • Sector: Financial Services
  • Job Type: Permanent
  • Contact: Gavin Meakings

Financial Planner:
Covering the Edinburgh area£45,000 to £65,000 with excellent benefits

Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Adviser's / Financial Planner's to join their ever expanding team in Edinburgh

The Role:

You will need to be professional, ethical, innovative, and naturally look for the best outcome for our clients.

You should be a strong organiser with the ability to prioritise and have a positive 'can do, will do' attitude.

A great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently.

You will be required to keep up to date with technical, product and provider changes.

  • Experience in a Financial Planning role in a similar environment.
  • Experience of working with IT systems that support this service
  • Good technical knowledge and understanding of relevant regulations rules
Essential - Diploma in Financial Planning (or equivalent)

  • Excellent standard of written and verbal communication.
  • Technical competence across all areas of financial planning.
  • Good decisionmaking skills.
  • Analytical mind and excellent attention to detail.
  • Excellent time management skills with an ability to work to deadlines.
  • Ability to coach and provide feedback.
  • Full UK driver's license.

Salary and Benefits:

Salary of £40,000 to £70,000, 24 days annual leave increasing to 30 days with service plus 3 at Christmas. Access to vocational rehab including counselling, physio, and online GP services. Private medical insurance, Life assurance and Group Pension - salary sacrifice


This genuinely is a flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.