Senior Financial Planning Specialist
4 weeks ago
Eden 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 well as attending meetings as required.
The successful candidate will have hands-on exposure to clients, be a vital part of the advice process, and have their input recognized. Strong communication and interpersonal skills are essential, as well as the ability to fit in with their warm and dynamic office culture.
For a more senior or experienced appointment, there will be opportunities to train, mentor, coach, and support colleagues, as well as contribute to the company's direction of travel as part of the management team.
The ideal candidate will have a minimum of 2 years' experience in financial planning or wealth management, providing support to financial advisers carrying out technical support. A diploma qualification or close proximity to obtaining one is preferred, as is a keen eye for detail and the ability to work in line with FCA legislation and regulations.
This is an outstanding opportunity to join a dynamic team with a flexible and attractive package on offer. If you are a motivated and enthusiastic individual looking to develop your career in financial planning, please get in touch to discuss further.
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Financial Planning Specialist
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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...
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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...
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Financial Planning Specialist
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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...
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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...
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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...
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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...
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Financial Planning Specialist
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Financial Planning Specialist
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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...
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Financial Planning Support Specialist
4 weeks ago
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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'...
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Senior Financial Planning Specialist
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden 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...
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Financial Planning Specialist
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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...
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Strategic Planning Lead
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