Financial Planning Associate

1 month ago


Edinburgh, Edinburgh, United Kingdom Mazars Full time
Job Overview

Client Services Representative (Support for Financial Planners)


Mazars is committed to fostering rapid and consistent career advancement, providing uniquely tailored career trajectories that align with your interests, adapt to your evolving needs, and unlock your full potential.

Our team collaborates with a variety of esteemed clients across multiple industries and regions, presenting you with the chance to continually enhance your skills and knowledge.

Key Responsibilities:

  • Assist financial planners in delivering exceptional client service.
  • Engage with diverse clientele to address inquiries and provide solutions.
  • Support the development of financial plans and strategies.

Join us at Mazars to be part of a dynamic environment that values growth and innovation.



  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering holistic financial advice.**Key...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Associate Financial Adviser to partner with their UHNW clients. This role offers a unique opportunity to work with a wide range of public and private assets and be part of a firm in an exciting growth phase. Key responsibilities include supporting existing and developing new relationships with private clients, as well as...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Associate Financial Adviser to partner with their UHNW clients. This role offers a unique opportunity to work with a wide range of public and private assets and be part of a firm in an exciting growth phase. Key responsibilities include supporting existing and developing new relationships with private clients, as well as...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Role at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that combines independent financial planning, asset management, tax, HR, and private and corporate legal services. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Role at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that combines independent financial planning, asset management, tax, HR, and private and corporate legal services. As a Paraplanner, you will play a vital role in supporting our Financial Planners in creating and compiling...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunities at ProgenyWe are seeking a skilled Paraplanner to support our Financial Planners in delivering exceptional client outcomes. As a key member of our team, you will play a vital role in creating and compiling high-quality financial planning reports, conducting research on financial strategies, and utilizing your industry knowledge to...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunities at ProgenyWe are seeking a skilled Paraplanner to support our Financial Planners in delivering exceptional client outcomes. As a key member of our team, you will play a vital role in creating and compiling high-quality financial planning reports, conducting research on financial strategies, and utilizing your industry knowledge to...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunities at ProgenyWe are seeking a skilled Paraplanner to support our Financial Planners in delivering exceptional client outcomes. As a key member of our team, you will play a vital role in creating and compiling high-quality financial planning reports, conducting research on financial strategies, and utilizing your industry knowledge to...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunities at ProgenyWe are seeking a skilled Paraplanner to support our Financial Planners in delivering exceptional client outcomes. As a key member of our team, you will play a vital role in creating and compiling high-quality financial planning reports, conducting research on financial strategies, and utilizing your industry knowledge to...


  • Edinburgh, Edinburgh, United Kingdom Mazars Full time

    Client Support Associate (Financial Planning Assistance)At Forvis Mazars, we are committed to fostering rapid and consistent career advancement, offering personalized career trajectories that align with your aspirations, adapt to your evolving needs, and unlock your full potential. Our diverse clientele spans various sectors and regions, providing you with...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...