Financial Planning Coordinator
5 days ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.
About the Role:
- Manage the 'Letters of Authority' process and valuations
- Chase providers for outstanding documentation and process new business
- Liaise with clients, book client review meetings, and prepare for client meetings
- Ensure compliance and manage databases
Requirements:
- Minimum 1 year's experience in Financial Services, ideally in an IFA environment
- Knowledge of Investments, Pensions, and Protection products
- Professional qualifications an advantage
- Experience using IFA Back Office systems such as Intelligent Office or Adviser Office
What We Offer:
- Opportunity to work with a growing wealth planning practice in Edinburgh
- Support for industry exams and career development
- Collaborative and friendly working environment
How to Apply:
Please contact Paula Thornbury for more information about this opportunity.
-
Financial Planning Coordinator
2 weeks ago
Midlothian, United Kingdom NJR Recruitment Full timeFinancial Planning Opportunity **About the Role** We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Coordinator. As a key member of our team, you will be responsible for providing administrative support to our Pension Consultants and Directors. **Key Responsibilities** * Manage and administer a...
-
Financial Planning Coordinator
2 weeks ago
Midlothian, United Kingdom NJR Recruitment Full timeFinancial Planning Opportunity **About the Role** We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Coordinator. As a key member of our team, you will be responsible for providing administrative support to our Pension Consultants and Directors. **Key Responsibilities** * Manage and administer a...
-
Financial Planning Coordinator
3 days ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
-
Financial Planning Coordinator
1 day ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
-
Financial Planning Coordinator
2 days ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
-
Financial Planning Coordinator
3 days ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
-
Financial Planning Coordinator
2 weeks ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeJob SummaryThornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team in Edinburgh. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth planning practice in delivering exceptional client service.Key ResponsibilitiesManage the 'Letters of Authority' process, ensuring timely...
-
Financial Planning Coordinator
2 weeks ago
Midlothian, United Kingdom Thornbury Recruitment Ltd Full timeJob SummaryThornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team in Edinburgh. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth planning practice in delivering exceptional client service.Key ResponsibilitiesManage the 'Letters of Authority' process, ensuring timely...
-
Financial Planning Support Specialist
4 days ago
Midlothian, United Kingdom Forvis Mazars Full timeJob Title: Financial Planning Support SpecialistForvis Mazars is a leading global professional services network, and we are seeking a highly skilled Financial Planning Support Specialist to join our team.Job Purpose:The Financial Planning Support Specialist will play a critical role in supporting the Financial Planning Team in achieving their objectives....
-
Financial Planning Support Specialist
4 days ago
Midlothian, United Kingdom Forvis Mazars Full timeJob Title: Financial Planning Support SpecialistForvis Mazars is a leading global professional services network, and we are seeking a highly skilled Financial Planning Support Specialist to join our team.Job Purpose:The Financial Planning Support Specialist will play a critical role in supporting the Financial Planning Team in achieving their objectives....
-
Financial Planning Support Specialist
2 weeks ago
Midlothian, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team at Forvis Mazars. As a key member of our Financial Planning Team, you will play a vital role in supporting our planners in achieving their objectives and delivering exceptional client service.Key ResponsibilitiesCoordinate all aspects of...
-
Financial Planning Support Specialist
2 weeks ago
Midlothian, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team at Forvis Mazars. As a key member of our Financial Planning Team, you will play a vital role in supporting our planners in achieving their objectives and delivering exceptional client service.Key ResponsibilitiesCoordinate all aspects of...
-
Financial Planning Director
3 months ago
Midlothian, United Kingdom RMK Talent Solutions Full timeFinancial Planning DirectorEdinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability...
-
Financial Planning Specialist
3 days ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
3 days ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
2 weeks ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
2 weeks ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
7 days ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
7 days ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a key member of our team, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to...
-
Financial Planning Specialist
4 days ago
Midlothian, United Kingdom Meraki Talent Limited Full timeParaplanner RoleMeraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a Paraplanner, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our financial advisors to create...