Financial Planner

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...

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...

An 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...

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...

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...

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...

My client has become a driving force within the independent financial advisory and employee benefits sector. Due to increasing business levels my client is looking for a remote financial advisers based out of their Edinburgh office. The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -- Basic...

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...

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...

**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...

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...

**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...

New Homes Mortgage and Protection Advisor New Homes Mortgage Advisor New Homes Mortgage Advisor Are you an experienced CeMAP Qualified Mortgage Adviser looking for a new role in Edinburgh? My clients are looking to grow their New Homes Mortgage Adviser teams and we have a number of outstanding opportunities for experienced Mortgage only or Mortgage...

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. ...