Financial Consultant

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 sources...

JOB DESCRIPTION As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and...

Eden Scott's client, one of the UK's top consultancies in pensions and wealth management, is seeking an Employee Benefits Consultant to join their team. This opportunity has opened up due to company growth and expanding client base in Scotland.Do you feel ready for this role It's crucial to fully grasp the responsibilities before moving forward.Main...

Financial Services BDMLocation: EdinburghSalary: Up to £65k basic + £50K OTE + Car allowance & fantastic benefitsAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.Are you passionate about delivering amazing outcomes for your clients? This BDM opportunity with a well established IT...

More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that...

We make communities more resilient through smarter asset management and advisory service to our clients.Our Asset Advisory Team is growing rapidly and has a track record of successful project delivery across the Water, Energy and Infrastructure sectors. We support our clients to help them drive performance and realise financial and social value through their...

Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

Location: Aberdeen, Birmingham, Bristol, Cambridge, Cardiff, Edinburgh, Gatwick, Gibraltar, Glasgow, Leeds, Leeds Broadgate, Liverpool, London, Manchester, Milton Keynes, Newcastle upon Tyne, Norwich, Nottingham, Plymouth, Reading, Sheffield, South Coast - Southampton, Watford Job description MS Dynamics 365 F&O Senior Finance Consultant The Microsoft...

. About the role *This is a hybrid role, Edinburgh office. We have an exciting role for a Policyholder Tax Consultant within our Pension Servicing business. The successful candidate will have experience of a policyholder tax (operational taxes) function with a focus on the control environment, regulatory compliance and horizon scanning, and the effective...

End DateThursday 06 June 2024Salary Range£0 - £0We support flexible working – click here for more information on flexible working optionsFlexible Working OptionsHybrid Working, Job ShareJob Description Summary.Job DescriptionJOB TITLE: Workplace Savings Business Development ConsultantSALARY: From £45,900LOCATIONS: Edinburgh. Alternative locations:...

. Job in a nutshell: *This is a hybrid role, Edinburgh office. We have an exciting role for a Policyholder Tax Consultant within our Pension Servicing business. The successful candidate will have experience of a policyholder tax (operational taxes) function with a focus on the control environment, regulatory compliance and horizon scanning, and the effective...

Independent Financial Adviser - Edinburgh + excellent bonus + potential share option. My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brought in high profile hires who have hit the ground running.With...

London; Bristol; Edinburgh; Gatwick; Glasgow; Guildford; Leeds; Liverpool; Manchester; Milton Keynes; Newcastle; Reading; Birmingham As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear...

Mercer Marsh Benefits TM (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists design benefits solutions that meet...

We are working on an excellent opportunity for a Financial Adviser to join a growing financial planning firm as a home based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based but you should be within a commutable distance to Glasgow or Edinburgh. The ideal candidate will:Hold CAS - or be...

Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh.You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You...

Highly respected national wealth management practice in Edinburgh are currently looking for an experienced Paraplanner Team Leader to join their Edinburgh team.About the role: To lead, motivate and develop a paraplanning team. To prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an in-depth knowledge of...

I am currently working with an established boutique firm which is looking to expand its Family Law Solicitor team in Edinburgh.This is a client-facing role which requires an experienced and confident family solicitor with at least 2 years' PQE. This is an excellent opportunity to join a team who are accredited in this area of law and if you are looking for...