Financial Planner

Financial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our client is seeking an Edinburgh-based financial planner to assist with developing its award-winning wealth offering further.Extremely client-focused, this well-established, secure and well run wealth manager offers market-leading financial advice through its...

**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...

About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can...

About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can...

Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial...

Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland.They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner...

We are seeking a highly skilled Financial Planner Assistant to join our team at Schroders. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and supporting our Wealth Planners in managing client relationships.The successful candidate will have a good understanding of the financial services...

About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland.They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can...

We are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...

Role OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...

We are seeking an experienced Financial Planner to join our team at IDEX Consulting. As a key member of our Private Clients Financial team, you will be responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing suitable strategies.You will be capable of building strong...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

**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 flows per...

**Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your...

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. Lead flow for prospective clients will arise from a variety of sources...

Role OverviewWe are seeking a skilled Paraplanner to join our team in Edinburgh, responsible for providing support to Financial Planners and ensuring a positive experience for clients.The successful candidate will have access to a structured training programme, offering ongoing development opportunities. About the RoleThis role is ideal for a motivated...

Role OverviewWe are seeking a talented Paraplanner to join our team in Edinburgh, where you will provide support to our Financial Planners and deliver a positive experience for our clients. As a key member of the team, you will be responsible for preparing suitability reports, conducting technical research, and ensuring client records are accurate and...

Company OverviewRecruit UK, a Certified B Corp™, is working on an exciting opportunity for a Financial Planner to join a well-established UK Financial Advice company with offices in Edinburgh.

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...

COMPANY, TEAM & ROLE OVERVIEW: **THE FIRM** Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Edinburgh and Manchester. Our work encompasses planning and development, specialist valuations and transactions across the United Kingdom. We’re a group of people that are excellent individually and...