Senior Financial Planner
4 weeks ago
My client is a respected wealth management firm in Edinburgh city centre. This role involves preparing Suitability Reports and liaising with product providers for pension and investment information.
To be considered, you must be an experienced Paraplanner within an IFA, having completed exams or made significant progress towards them. Your background should include both pensions and investments with excellent report writing skills. Experience of cash flow modelling and using research tools like FE Analytics would be advantageous.
The ideal candidate will be a committed, enthusiastic individual with flexible working hours. You will also have team management duties and the opportunity to participate in the investment committee.
This role offers a competitive salary of £40,000 - £60,000 per annum, depending on experience.
-
Financial Planner Assistant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeWe are seeking a highly skilled Financial Planner Assistant to join our team at Schroders. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and supporting our Wealth Planners in managing client relationships.The successful candidate will have a good understanding of the financial services...
-
Senior Financial Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe are seeking an experienced Financial Planner to join our team at IDEX Consulting. As a key member of our Private Clients Financial team, you will be responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing suitable strategies.You will be capable of building strong...
-
Financial Planning Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...
-
Strategic Financial Planner
2 days ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeRole OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...
-
Senior Urban Planner
1 week ago
Edinburgh, Edinburgh, United Kingdom KAP Recruitment Ltd Full time £40,000 - £42,000Job Title: Senior Urban PlannerAbout the Role: KAP Recruitment Ltd is seeking a highly experienced Senior Urban Planner to join our team. The successful candidate will have a strong background in town planning and experience leading projects. Main Responsibilities: Lead planning projects from inception to completion. Develop and implement project plans to...
-
Senior Transportation Planner
4 days ago
Edinburgh, Edinburgh, United Kingdom Access Talent Group Full timeJob Overview:We are seeking a skilled Senior Transportation Planner to join our team at Access Talent Group in Scotland. As a key member of our team, you will play a pivotal role in designing and implementing transportation plans and strategies for various civil engineering projects.
-
Senior Transport Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Access Talent Group Full timeAccess Talent Group is partnering with a leading international consulting engineering company to fill a key role in their Scottish office. This exciting opportunity offers the chance to work fully remote with occasional visits to Edinburgh.As a Senior Transport Planner, you will be responsible for designing and developing transportation plans for civil...
-
Strategic Financial Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...
-
Senior Planner
1 week ago
Edinburgh, Edinburgh, United Kingdom KAP Recruitment Ltd Full time £40,000 - £42,000KAP Recruitment Ltd is currently seeking a seasoned Senior Planner - Project Management to lead our team in delivering high-quality urban and regional planning projects. If you are a strategic thinker with excellent project management skills, we want to hear from you!As a Senior Planner, you will oversee multiple projects simultaneously, ensuring timely...
-
Senior Drainage Planner
2 days ago
Edinburgh, Edinburgh, United Kingdom Penguin Recruitment Full timeJob DescriptionPenguin Recruitment is seeking a Senior Drainage Planner to work on various projects related to water management.The successful candidate will be responsible for planning and developing strategies to alleviate flood risk and improve drainage systems. With a strong academic background in Civil Engineering, Hydrology or Environmental Management,...
-
Senior Offshore Wind Planner
4 weeks ago
Edinburgh, Edinburgh, United Kingdom NES Fircroft Ltd Full timeNES Fircroft Ltd is a leading provider of personnel and project solutions to the global energy industry. We are currently seeking a Senior Offshore Wind Planner to join our team on a multi-billion-pound Windfarm Project off the Coast of the UK.About the RoleThis is an exciting opportunity to be part of one of the largest offshore wind projects in the UK. As...
-
Financial Conduct Authority Senior Supervisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeSalary: £64,000 - £70,400">The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department. As a key member of this team, you will be responsible for analysing business models and strategies of firms, identifying conduct risks that could cause harm to consumers...
-
Financial Planning Support Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout Eden ScottA leading financial advice firm in Edinburgh seeks an experienced paraplanner or senior paraplanner with a diploma minimum. This role offers flexible hybrid working, exam support, and excellent benefits.Job OverviewThe ideal candidate will attend client meetings alongside Financial Planners and Directors, communicate with clients in the...
-
Senior Urban Planner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom KAP Recruitment Full timeJob DescriptionWe are looking for an experienced Senior Town Planner to manage a variety of urban and regional planning projects from inception to completion. The successful candidate will have a strong understanding of UK planning laws and regulations, as well as excellent research and analysis skills.ResponsibilitiesManage urban and regional planning...
-
Senior Transport Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom AtkinsRéalis Full timeAtkinsRéalis is embarking on an exciting journey to upgrade transportation infrastructure in Scotland, and we need exceptional talent to join our team. As a Senior Transport Planner, you will play a key role in shaping the future of transportation, collaborating with clients, and driving growth in the Scottish market.We are looking for a highly skilled...
-
Senior Financial Adviser Position
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeInvestment 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...
-
Senior Production Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom oilandgas Full timeJob OverviewWe are seeking a highly skilled Senior Production Planner to join our team at oilandgas. In this role, you will be responsible for planning and coordinating the production process, ensuring that manufacturing and filling activities are executed efficiently and effectively.The ideal candidate will have a strong background in production planning...
-
Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full timeRole 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...
-
Financial Services Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeJob DescriptionWe are seeking an experienced Financial Planner to join our team at Hymans Robertson.About the Role:As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.You will work in a collaborative team environment, supported by a...
-
Financial Planning Professional
2 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeCompany OverviewRecruit UK, a Certified B Corp™, is working on an exciting opportunity for a Financial Planner to join a well-established UK Financial Advice company with offices in Edinburgh.