Financial Planner

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...

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 Planner Build links with the clients’ other...

**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: - You will...

**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £50K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: - You will...

**Senior Financial Planner** Competitive Salary Permanent Edinburgh Meraki Talent’s client is currently recruiting for a Senior 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 Senior Financial Planner** - Build...

**Overview of the Service Line** Our 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 Charitable We are a leading, purely fee based,...

An esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. In this role, you will have the opportunity to work with an established client base while also generating new business. With comprehensive...

The Vacancy OVERALL SUMMARY To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director. Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net...

OVERALL SUMMARYTo build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director.Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net flows per annum...

An exciting opportunity has arisen for an experienced financial planner to to join a growing wealth management practice based in central Edinburgh. The business is looking for a highly-technical individual to come in and oversee the servicing of a significant client bank. You can also expect to generate new business by referrals from this bank, as this is...

**The Opportunity** The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualifiedprofessionals, whether you be an existing IFA with a strong book of business, or a...

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...

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 m+...

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 2-3 days per week **THIS ROLE SITS OUTSIDE IR35** - Set up and embed the planning standards and assurance activities for EFP, working closely with the Phoenix Centre of Excellence (CoE)to drive...

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...

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...

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...

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...

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...