Financial Planning Specialist

Job Title: Financial Planning ConsultantAbout the Company: Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional advice and support to our clients. Our team is dedicated to helping individuals achieve their financial goals and secure their future.Salary: £45,000 - £60,000 per annum, depending on...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...

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...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

Senior Financial Adviser PositionWe are seeking an experienced Senior Financial Adviser to join our team. The successful candidate will be responsible for providing senior-level financial advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key responsibilities of this role...

About UsWe are Aegon, a company of ambitious, positive problem-solvers who get things done. We believe in collaboration and leaving things better than we find them.Our MissionWe help people live their best lives by providing expert financial guidance and support. Our team is dedicated to delivering exceptional customer experiences and making a meaningful...

We are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

At Nucleus Financial, we're seeking a Business Transformation Specialist to join our team on an exciting project. You'll work with project sponsors across the organization to define and deliver process improvements that meet business needs.In this role, you'll take ownership of process mapping and embedding initiatives within relevant business areas. You'll...

We're seeking a talented Product Specialist to join our proposition team at Nucleus Financial Platforms group. As a key member of the team, you will play a vital role in supporting the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. Your primary focus will be on enhancing our Wrap proposition for Adviser Firms,...

Role OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...

We are seeking a Data Specialist at Nucleus Financial to fill an exciting role.Company OverviewNucleus Financial is a dynamic company that offers a range of financial services. Our team is passionate about delivering exceptional results and building strong relationships with our clients.We believe in providing a supportive and inclusive work environment that...

Role OverviewWe are seeking a skilled Paraplanner to join our team in Edinburgh, responsible for providing support to Financial Planners and ensuring a positive experience for clients.The successful candidate will have access to a structured training programme, offering ongoing development opportunities. About the RoleThis role is ideal for a motivated...

Job Description:Centre for the Moving Image is seeking a skilled Financial Operations Specialist to join its team. This role is responsible for delivering the monthly payroll for four separate entities, as well as performing a range of finance processes, including VAT reporting, cash flow management, and credit control.The Financial Operations Specialist...

A leading chartered financial advice firm in Edinburgh is seeking an experienced Paraplanner to join their team due to continued growth. Their employees have won awards and they are renowned for being one of the best in the industry. The company fully supports and encourages career development, whether you're a 'career paraplanner' or aiming to move into...

At JohnstonGreer Ltd, we are seeking a skilled Financial Services Specialist to join our team of experienced advisors. This role will provide an opportunity to work with high net worth private clients, providing guidance on complex financial planning and investment strategies.About the RoleEstimated salary: £40,000 - £60,000 per annumThe ideal candidate...

Role OverviewChange Recruitment is seeking a Business Partner - Financial Planning to join their team in Edinburgh.This is an exciting opportunity for a financially literate individual to take a lead role in supporting the development of financial plans and strategies.Development of financial models and forecasts to inform business decisions.Analysis of...

We are looking for a Financial and Contractual Specialist to join our construction team in Edinburgh. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed...