SENIOR FINANCIAL ADVISER OPPORTUNITIES
2 weeks ago
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+ that will follow you and for which you will be handsomely rewarded (covenant periods will be honoured)
- Our client will pay above market for the right people – nothing off the table
- Partnership and equity stake in the business offered with significant six figure potential.
- All Admin and paraplanning support provided.
- Can be based anywhere in Scotland.
- You will be at least Diploma/Dip PFS qualified and ideally be a Chartered Financial Planner or progressing towards.
- You will have a personal portfolio of clients, £30m+.
- You will have very strong client relationship and business development skills.
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts.
- £20bn of client assets with plans to grow to £50bn.
- Clients include individuals, business owners and professional partners and families.
- Financial planning is front and centre of future strategy.
-
Independent Financial Adviser
7 days ago
Edinburgh, United Kingdom Heat Recruitment Full timeAn 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...
-
Senior Financial Adviser
Found in: beBee S GB - 2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their...
-
Senior Financial Adviser
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their...
-
SENIOR FINANCIAL ADVISER OPPORTUNITIES â EDINBURGH
Found in: beBee S GB - 1 week ago
Edinburgh, United Kingdom AMG Search Full timeAMG 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...
-
Independent Financial Adviser
14 hours ago
Edinburgh, United Kingdom MI Search Ltd Full timeThis respected national Independent Financial Planning practice is currently seeking an experienced Financial Adviser to join their team in the Edinburgh area (home based). In this role you will work with an established portfolio of clients and provide annual reviews and ongoing advice to these clients and you will benefit from the recurring income...
-
Edinburgh, United Kingdom Eden Scott Full timeA rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. You will be a dynamic, hard working and...
-
Financial Controller
1 week ago
Edinburgh, United Kingdom Pertemps Glasgow Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...
-
Financial Controller
Found in: beBee S GB - 2 weeks ago
Edinburgh, United Kingdom Pertemps Scotland Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information.If you are a strategic thinker with a...
-
Financial Controller
Found in: Whatjobs ES C2 - 4 days ago
Edinburgh, United Kingdom Pertemps Glasgow Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...
-
Financial Controller
2 weeks ago
Edinburgh, United Kingdom Pertemps Glasgow Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...
-
Senior Financial An
2 weeks ago
Edinburgh, United Kingdom Johnston Carmichael Full timeWe are looking to recruit a Financial Reportng Advisory Senior to join our team. We are flexible on location within Scotland. The successful candidate will be responsible for carrying out Financial Reporting Advisory work; You will also be responsible for working closely with the Financial Reporting Advisory Senior Manager to ensure that your work is...
-
Financial Controller
Found in: beBee S GB - 1 week ago
Edinburgh, United Kingdom Pertemps Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...
-
Financial services Senior Manager
2 weeks ago
Edinburgh, United Kingdom BDO UK LLP Full timeAn accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management...
-
Financial Adviser
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting rooms. In...
-
Financial Planner
7 days ago
Edinburgh, United Kingdom Heat Recruitment Full timeAn exciting opportunity has arisen for an experienced financial planner to to join a growing asset management business 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 and through the...
-
Financial Planner
7 days ago
Edinburgh, United Kingdom Heat Recruitment Full time**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...
-
Financial Controller
2 weeks ago
Edinburgh, United Kingdom Pertemps Glasgow Full timeAs the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...
-
Senior welfare and benefits adviser
3 days ago
Edinburgh, United Kingdom With Kids Full timeNew Lairdship, Broomhouse Road, Edinburgh, EH11 3UY (Hybrid) ~ Two-year fixed term contract. Monday – Friday 09:00 – 17:00 Edinburgh Food Project runs seven foodbanks and an FCA accredited Money Advice Service. As part of this exciting and ambitious development, we are seeking four Welfare Rights Advisers to work at the frontline in the fight against...
-
Head of Adviser Support
7 days ago
Edinburgh, United Kingdom Morningstar Full time**About the role**: The Head of Adviser Support is responsible for leading and managing a team of global support staff to provide excellent customer service to clients. The role involves overseeing the daily operations of the adviser support team, setting and monitoring performance goals, and ensuring that advisers are equipped with the necessary tools and...
-
Client Relations Manager
Found in: Talent UK C2 - 1 week ago
Edinburgh, United Kingdom Nucleus Financial Full timeWe’re on the hunt for someone with exceptional customer service skills to join us as a Client Relations Manager on a 12 months Fixed Term Contract.The best thing about this role is the integral part you'll play in building relationships with new and existing adviser firms. We'll be relying on you to provide exceptional service, ensuring our customers are...