Financial Planner

An exciting opportunity has arisen for an experienced financial planner to join one of the UK's wealth management businesses. You would be based of their Dundee office and will provide holistic financial advice to HNW clients across the region. The business are looking for a self-starter who is keen to take on some existing clients, whilst also developing...

SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients. The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can...

SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients. The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can...

**Operations Planner** **Dundee** **Permanent** There is an opportunity for the position of **Operations Planner**, based in the Dundee area, reporting to the Engineering Manager. As part of this role, you will ensure compliance to the NRSWA and work closely with Team Managers and carrying out surveys of company projects in advance of planning to collate...

**_Operations Planner_** Salary**:£30.6k - £37.8k (depending on skills & experience)** Location**:Dundee** Reference**:REQ2483** An opportunity has arisen for the post of Operations Planner in our Dundee Depot, reporting to the Engineering Manager. **THE ROLE** - Programming and monitoring of projects submitted as part of SGN’s Mains Replacement...

IFA Advisor Support and Paraplanning ProfessionalCompany Overview: JohnstonGreer Ltd is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients.Job Summary: We are seeking a highly skilled Paraplanner to join our team, providing expert support to our Financial Planners and developing high-quality...

JohnstonGreer Ltd is a recruitment agency that specializes in the Financial Services and Pensions sectors.We are currently seeking an experienced Financial Services Professional to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.Key Responsibilities:Report writing (template...

Key ResponsibilitiesThe Paraplanner required for this role will be responsible for working with Private Clients, providing technical support across various financial areas. Key duties include:Creating reports using templates and bespoke formatsLiaising with a Financial Planner to deliver client solutionsManaging data and performing database-related tasksTo...

Paraplanner - Financial Planning ExpertAbout the Role: Join our team as a Paraplanner, where you will work closely with Financial Planners to deliver high-quality advice and support to our private clients.Key Responsibilities:Report Writing: Develop template-driven and bespoke reports, utilizing your expertise to provide clear and concise...

Job Title: Senior IFA Advisor Support SpecialistAbout the Role:A seasoned Paraplanner is required to work with Private Clients across the full range of financial advice, including Investments, Protection, Tax and Retirement Planning. The ideal candidate will have experience in report writing within an IFA environment, working in a senior IFA Advisor Support...

**Administration & Reception Assistant** At Bellrock, we harness technology to give our customers an experience that not only leaves them with advanced building systems, but with peace of mind, and we unlock that by being technology-led but people-driven. When you’re part of Bellrock, you’ll get everything you need to be your best at work - because our...