Financial Planner
2 weeks ago
**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 be responsible for analysing client financial situations, identifying needs and proposing appropriate solutions to meet client needs and objectives.
- Working closely with your manager, you will create a personal development plan which you will follow to progress your career and grow your skillset.
- You'll work closely with the company's Investment Managers to ensure crossover and enhance the client's experience. This will also help you to develop new client relationships via referrals
**Requirements**:
- You should have experience providing financial advice to private clients, especially in the areas of Pensions and Investments
- This is the ideal role for a Financial Planner looking to take the next step in their career by joining a leading Wealth Management organisation who can help introduce them to HNW individuals
On offer:
- Basic salary of around £50,000
- Excellent company benefits including; 7.5% Pension, PMI, DIS, Income Protection
- Flexible benefits
- 25 Days holiday plus BH
- Discretionary Bonus (performance related)
-
Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Limited Full timeFinancial 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 Planner
3 weeks 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
1 week ago
Edinburgh, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Financial Planner** **Salary: £40,000 - £50,000 + Bonus** **Location: Edinburgh** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. They place an emphasis on client care and providing a tailored solution. They have a...
-
Edinburgh, 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 £30...
-
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...
-
Financial Adviser
7 days ago
Edinburgh, United Kingdom Truestar Talent Ltd Full timeMy 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...
-
SENIOR FINANCIAL ADVISER OPPORTUNITIES
4 weeks 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 £30 m+...
-
Planner
4 weeks ago
Edinburgh, United Kingdom Montagu Evans Full timeCOMPANY, 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...
-
Consultant - Financial Policy
4 weeks ago
Edinburgh, United Kingdom IDEX Consulting Full timeThe 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
4 weeks ago
Edinburgh, United Kingdom Redmill Resourcing Full timeFinancial 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
4 weeks ago
Edinburgh, United Kingdom Resourcing Group Full timeFinancial 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...
-
Planner / Senior Planner (Building) - Balfour
4 weeks ago
Edinburgh, United Kingdom Balfour Beatty Full time**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...
-
IFA Administrator
4 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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
2 weeks ago
Edinburgh, United Kingdom Resourcing Group Full timeFinancial 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...
-
Finance Manager
4 weeks ago
Edinburgh, United Kingdom Resourcing Group Full timeFinancial 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...
-
Customer Services
4 weeks ago
Edinburgh, United Kingdom IDEX Consulting Full timeMy client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract. To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with...
-
Trainee Financial Planner
4 weeks ago
Edinburgh, United Kingdom Ortus PSR Full time**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...
-
Historic Environment
4 weeks ago
Edinburgh, United Kingdom Montagu Evans Full timeCOMPANY, 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...
-
Ifa administrator
4 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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...
-
Telephone Mortgage Coordinator
2 weeks ago
Edinburgh, United Kingdom Rayner Personnel LTD Full timeNew 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...