Senior Financial Planning Specialist
2 weeks ago
Eden Scott is seeking a skilled and experienced paraplanner or senior paraplanner team leader to join their team in either Edinburgh or Dundee. This is an exciting opportunity to work with a leading financial planning and investment management company that offers a range of services throughout the country.
The successful candidate will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required. They will work closely with the team to deliver high-quality advice to clients, and will have the opportunity to develop their skills and knowledge in a dynamic and supportive environment.
The ideal candidate will have a minimum of 2 years' experience in financial planning and wealth management, and will be diploma qualified or close to obtaining. They will also have strong software and IT skills, as well as a keen eye for detail and the ability to work in line with FCA legislation and regulations.
This is a rare opportunity to join a successful and growing company, and to be part of a team that is passionate about delivering exceptional service to clients. If you are a motivated and experienced professional looking for a new challenge, please get in touch to discuss this opportunity further.
Key Responsibilities:
- Provide technical research and report writing support to financial advisers
- Attend meetings and provide support as required
- Work closely with the team to deliver high-quality advice to clients
- Develop and maintain strong relationships with clients and colleagues
- Stay up-to-date with industry developments and best practices
Requirements:
- Minimum 2 years' experience in financial planning and wealth management
- Diploma qualified or close to obtaining
- Strong software and IT skills
- Keen eye for detail and ability to work in line with FCA legislation and regulations
-
Financial Planning Specialist
3 weeks ago
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 fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...
-
Financial Planning Specialist
3 weeks ago
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 fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...
-
Financial Planning Specialist
4 weeks ago
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 fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...
-
Financial Planning Specialist
4 weeks ago
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 fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...
-
Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...
-
Senior Financial Planning Specialist
2 months ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full time**About the Role**Eden Scott is seeking a highly skilled and experienced Senior Financial Planning Specialist or Paraplanner Team Leader to join our team in Edinburgh or Dundee. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as...
-
Senior Financial Planning Specialist
2 months ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full time**About the Role**Eden Scott is seeking a highly skilled and experienced Senior Financial Planning Specialist or Paraplanner Team Leader to join our team in Edinburgh or Dundee. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as...
-
Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Menzies Distribution Ltd Full time £30,000 - £40,000Menzies Distribution Ltd is seeking a Financial Planning Specialist to join their dynamic team in Edinburgh.The Financial Planning & Reporting team works closely with the businesses, creating a real and active partnership with both Operations and Management teams.The team's role is to provide 'real time' support and analysis, to be a trusted advisor and to...
-
Senior Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden Scott, a leading financial planning and investment management company, is seeking a skilled paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This role will provide essential support to their financial advisers through technical research and report writing, as...
-
Senior Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden Scott, a leading financial planning and investment management company, is seeking a skilled paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This role will provide essential support to their financial advisers through technical research and report writing, as...
-
Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom mbf. Full timeParaplanner Opportunity at mbf.We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. The successful candidate will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.About the Role:Our...
-
Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom mbf. Full timeParaplanner Opportunity at mbf.We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. The successful candidate will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.About the Role:Our...
-
Financial Planning Support Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Planning Support RoleWe are seeking a skilled and experienced Financial Planning Support Specialist to join our team in Edinburgh or Dundee. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.The ideal candidate will have a minimum of 2 years'...
-
Financial Planning Support Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Planning Support RoleWe are seeking a skilled and experienced Financial Planning Support Specialist to join our team in Edinburgh or Dundee. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.The ideal candidate will have a minimum of 2 years'...
-
Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Menzies Distribution Limited Full timeFinancial Planning Specialist**Job Summary**Menzies Distribution Limited is seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for providing financial planning and reporting support to our businesses.**Key Responsibilities*** Assist in the management of the reporting and planning cycle, ensuring...
-
Financial Planning Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Highland Council Full timeJob Title: Financial Planning SpecialistJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Highland Council. The successful candidate will provide accounting support to Services and the Council as part of the Budget Strategy.Key Responsibilities:Sound knowledge and experience of Local Government financial...
-
Strategic Planning Lead
1 week ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Planning LeadWe are seeking a Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets issues and the...
-
Strategic Planning Lead
7 days ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...
-
Strategic Planning Lead
1 month ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob Title: Lead Corporate StrategistAbout the Role:We are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and...
-
Strategic Planning Lead
1 month ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob Title: Lead Corporate StrategistAbout the Role:We are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and...