Financial Planner

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...

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -**Edinburgh **Duration -** Permanent A national wealth management firm are looking to hire an experienced Financial Planner to oversee an existing...

Our Financial Services client is looking for a highly skilled Programme Planner to join their Edinburgh based team for a 6 months initial contract. hybrid working in Edinburgh office **THIS ROLE SITS INSIDE IR35** The Programme Planner will have ownership of plans, ensuring key controls and measures are in place to drive timely and appropriate decision...

**Financial Planning Administrator - Edinburgh - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

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...

COMPANY, TEAM & ROLE OVERVIEW: **THE FIRM** Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Edinburgh, Glasgow and Manchester. Our work encompasses planning and development, property management, specialist valuations and transactions across the United Kingdom. We’re a group of people that are...

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. Understanding and reviewing clients' financial needs, attitude to...

**About the role** From minor works to major infrastructure projects, Balfour Beatty has a proven record of civil engineering excellence. Using our broad range of experience and expertise, we deliver cost-efficient service packages, tailor-made for our customers. We provide the financial security and broad resources of a major contractor, while using our...

Financial Planning Director Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the...

My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planners. You will...

Financial Planning Director Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the...

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This...

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This...

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. ...

**Description**: As a Client Executive, you will work collaboratively with Financial Planners and PAs to support with a variety of administrative tasks to ensure both their portfolios of private and corporate clients receive an exceptional level of service complying with FCA rules and regulations. **Key Responsibilities**: - Support new business...

**Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts defined benefit pensions and tax **Skills**: - Previous experience within a fast-paced...

COMPANY, TEAM & ROLE OVERVIEW: **THE FIRM** Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Edinburgh, Glasgow and Manchester. Our work encompasses planning and development, property management, specialist valuations and transactions across the United Kingdom. We’re a group of people that are...

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...

My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planners. You will...

My client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. Preparation of Suitability Reports, Liaising with product provider to collate...

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. ...