Trainee Financial Planner

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 Planner Build links with the clients’ other...

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...

**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K 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...

**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...

**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...

**Overview of the Accounting and Outsourcing service line** Our Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change you will need be...

Our Financial Services client is looking for a highly skilled Sub Portfolio Planner to join their Edinburgh or Wythall based team for a 6 months initial contract. **THIS ROLE SITS INSIDE IR35** Working as part of a team of programme planners, this new role will work alongside the existing programme planners and delivery leads to manage the overall planning...

The Vacancy OVERALL SUMMARY To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director. Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net...

OVERALL SUMMARYTo build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director.Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net flows per annum...

The Vacancy OVERALL SUMMARY To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director. Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net...

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...

**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...

**Location: Edinburgh** Synchronicity is working with a leading Wealth Manager who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for advisers who carry a similar ethos. The business prides themselves on a friendly culture with an ambitious and...

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...

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 2-3 days per week **THIS ROLE SITS OUTSIDE IR35** - Set up and embed the planning standards and assurance activities for EFP, working closely with the Phoenix Centre of Excellence (CoE)to drive...

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...

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...

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...

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...