Chartered Associate Financial Planner
1 month ago
I have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.
We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.
This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range of public and private assets and join a firm in an exciting growth phase.
Key Responsibilities:
Support existing and develop new relationships with private clients.
Develop a complete understanding of client’s business objectives, goals and market challenges and ensure relationship plan is consistent.
Educate clients on emerging trends, market outlooks, issues, regulatory/tax changes etc.
Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.
They are looking for someone technically brilliant with lots of energy and ambition.
This is an extremely unique role and will be highly rewarded in compensation.
-
Chartered Associate Financial Planner
3 weeks ago
Edinburgh, United Kingdom IDEX Consulting Ltd Full timeI have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients. We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed. This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide...
-
Chartered Associate Financial Planner
3 months ago
Edinburgh, United Kingdom IDEX Consulting Ltd Full timeI have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range...
-
Chartered Associate Financial Planner
3 weeks ago
Edinburgh, United Kingdom IDEX Consulting Ltd Full timeI have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range...
-
Chartered Associate Financial Planner
3 weeks ago
Edinburgh, United Kingdom IDEX Consulting Ltd Full timeI have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range...
-
Chartered Associate Financial Planner
3 weeks ago
Edinburgh, Scotland, Scotland, United Kingdom IDEX Consulting Ltd Full timeI have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range...
-
Financial Planner
2 days ago
Edinburgh, United Kingdom AMG Search Full timeAMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop. You will also receive high calibre leads and introductions with a particular...
-
Senior Planner
2 months ago
Edinburgh, United Kingdom Penguin Recruitment Full timeSenior / Associate Planner Edinburgh My client is an independent chartered Town Planning and Development Consultancy currently working to deliver a wide variety of development projects across the UK, on a range of excited projects within residential, retail, tourism, renewable energy, health & education, and rural and heritage. Due to an expanding...
-
Financial Planner
2 days ago
Stockbridge, City of Edinburgh, United Kingdom AMG Search Full timeAMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop. You will also receive high calibre leads and introductions with a particular...
-
Trainee Financial Planner
4 months ago
Edinburgh, United Kingdom Recruit UK Full time**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...
-
Expert Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeShape 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...
-
Expert Financial Planner
6 days ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeShape 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...
-
Senior Financial Planner
3 months ago
Edinburgh, United Kingdom Meraki Full time**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...
-
Specialist Financial Planner
3 months ago
Edinburgh, United Kingdom AMG Search Full timeAMG Search is currently looking for a Financial Planner to join a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions. - In this important Financial Planner role you will be home based and in complete control of your working pattern. - Our client will offer you a client base in a trusted...
-
Financial Planner
1 month ago
Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeA Chartered Edinburgh firm, renowned for delivering high-quality independent financial advice to its loyal clients, is looking for a Financial Planner to join their team. You will have the chance to work with an established client base while also generating new business. With comprehensive paraplanning and technical support, you can concentrate on what you...
-
Associate/Senior Associate Urban Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom RPS Group Full timeExperienced Associate/Senior Associate Urban PlannerRPS Group is seeking a skilled Associate/Senior Associate Urban Planner to enhance our Planning division. This position presents an opportunity to engage in a variety of projects within the renewable energy sector, along with significant infrastructure initiatives. In this role, you will collaborate with...
-
Financial Planning Specialist
3 days ago
Edinburgh, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a talented Financial Planner to join the successful advisory team of a high-profile and respected firm of Chartered Financial Planners.The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop, providing expert advice in Pensions, Investments, taxation planning, and Protection.Key...
-
Financial Planning Specialist
3 days ago
Edinburgh, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking a talented Financial Planner to join the successful advisory team of a high-profile and respected firm of Chartered Financial Planners.The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop, providing expert advice in Pensions, Investments, taxation planning, and Protection.Key...
-
Lead Urban Planner
3 weeks ago
Edinburgh, United Kingdom Penguin Recruitment Full timePosition: Senior / Associate PlannerLocation: EdinburghCompany Overview:Penguin Recruitment is a reputable independent chartered Town Planning and Development Consultancy, engaged in a diverse array of development initiatives throughout the UK. Our projects span various sectors including residential, retail, tourism, renewable energy, health & education, as...
-
Financial Planner
4 months ago
Edinburgh, United Kingdom Recruit UK Full timeAn 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...
-
Financial Planner
2 months ago
Edinburgh, United Kingdom MB Fitzgerald Full time**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...