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...

**Financial Planner - Dundee - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to replace a Senior member of their Financial Planning team in Dundee who will shortly be...

**Financial Planner - Dundee - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to replace a Senior member of their Financial Planning team in Dundee who will shortly be...

**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...

An experienced administrator is sought by this large financial services organisation to join the team that manages the production workflow of financial reports and accounts. The company has a significant number of clients, and accountancy teams are responsible for a wide range of reports and information, on a daily, monthly, annual basis. Workflow planning,...

**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Dundee | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

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...

Eden Scott is seeking an experienced Financial Planner to join our team. As a key member of our wealth management firm, you will be responsible for securing and preserving our clients' relationships and assets.Job DescriptionThe role involves:Developing and implementing effective financial planning strategies for high net worth clients.Building and...

About JohnstonGreer Ltd: We are a specialized recruitment agency serving the Financial Services and Pensions sectors. Our team consists of experts who understand the unique needs of our clients and candidates.Salary: Estimated salary: £50,000 - £70,000 per annum, based on industry standards.Job Responsibilities:We are seeking a skilled Paraplanner to...

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...