Private Client Financial Planner

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of...

Financial Planner - Edinburgh - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and BonusMBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client bookThe company: With multiple...

Financial PlannerCompetitive SalaryPermanentEdinburgh Meraki Talent's client is currently recruiting for a Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Financial PlannerBuild links with the clients' other professional...

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 MeakingsFinancial Planner: Covering the Edinburgh area£45,000 to £65,000 with excellent benefitsJigsaw Recruitment is pleased to be working with this leading name within the...

Overview of the Service LineOur unbiased approach to financial planning sets us apart from other financial planning firms.Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to: Individuals Business Owner-Managers Trustees Private and CharitableWe are a leading, purely fee based, Independent...

Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in EdinburghThe role: This exceptional opportunity is a chance for an aspiring...

Corporate Financial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our client is seeking an Edinburgh-based corporate financial planner to assist with developing its award-winning offering further.Extremely client-focused, this secure and well-established wealth manager offers market-leading financial and employee...

Do you want to work closely with Financial Advisers and their clients?Looking for a company who take great responsibility in being the best for their employees and clients?At Recruit UK, we are seeking a client centric individual to join an excellent Investment and Wealth Management firm in Edinburgh. They hold a strong reputation in the profession,...

AMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group. As a Financial Planner you will be joining an ambitious and fast growing business. New owners have big plans through growth and expansion. You will be a Financial Planner with your own client portfolio of c £30...

AMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group. As a Financial Planner you will be joining an ambitious and fast growing business. New owners have big plans through growth and expansion. You will be a Financial Planner with your own client portfolio of c £30...

Job title: Principal Town Planner Location: Edinburgh Salary: Competitive An excellent opportunity has opened with a well-established leading multidicplinary consultancy in Edinburgh on a permanent basis. We are looking for candidates with around 5 years' experience plus and to be a member of the RTPI. My client is work on a wide range of projects within...

Junior Financial PlannerHybrid - With some travel to the Edinburgh officeup to £45k + BonusWe are working on an excellent opportunity for a Financial Planner to join a growing financial planning firm as a hybrid based desk based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based butyou should...

The firm:Murray Beith Murray is one of Scotland's leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. For more information, please visit our website.The roleWe have a new vacancy for a Private Client...

Overview of the Mazars Private Client (MPC) service lineThe Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:Individuals Business Owner-Managers Trustees Private and CharitableOur unbiased approach to financial planning sets us apart from other financial planning firms. We are a leading,...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Do you want to work closely with Investment Managers, Financial Advisers and their clients?Looking for a company who take great responsibility in being the best for their employees and clients?At Recruit UK, we are seeking a client centric individual to join an excellent Investment Management firm in Edinburgh. They hold a strong reputation in the...

Private Client Solicitor | 4-12 PQE | Top Scottish firm | Edinburgh4A top Scottish law firm is looking to add to their established Private Client team in Edinburgh:The Firm: Market leading team Strong focus on progression Collaborative environment Strong cultureThe Role: Tier 1 team Highly competitive salary Hybrid, Flexible & Part time working Business...

Hybrid working available£ EXCELLENT plus bonus and benefitsA boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their Investment Management team. You will be responsible for ensuring that all work agreed with the clients is delivered and accounted for, as youwill work to guarantee that every client is...