Senior Financial Planning Specialist

4 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Financial Planning and Investment Management Opportunity

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.



  • 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...


  • 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...


  • 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...


  • 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...


  • Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We 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...


  • 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...


  • 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...


  • Edinburgh, Edinburgh, United Kingdom Menzies Distribution Ltd Full time £30,000 - £40,000

    Menzies 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...


  • Edinburgh, Edinburgh, United Kingdom mbf. Full time

    Paraplanner 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...


  • Edinburgh, Edinburgh, United Kingdom mbf. Full time

    Paraplanner 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...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial 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'...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial 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'...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial 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...


  • Edinburgh, Edinburgh, United Kingdom Menzies Distribution Limited Full time

    Financial 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...


  • Edinburgh, Edinburgh, United Kingdom Highland Council Full time

    Job 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...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Strategic 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...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Strategic 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...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job 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...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job 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...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Strategic 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, providing advice to senior leaders on key consumer and markets issues and the external forces...