Financial Planning Specialist
1 week ago
About the Role
We are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining great relationships with clients to deliver high-quality financial planning and paraplanning services.
Key Responsibilities:
- Manage a large portfolio of clients, typically with AUA below £500k, and maintain recurring income streams.
- Identify additional opportunities from clients and deepen our understanding of their needs to ensure we exceed expectations and build lasting relationships.
- Maintain up-to-date technical knowledge of investment markets, products, and services, financial planning methodologies, tax, key processes, advice guidelines, and compliance procedures.
- Build and maintain personal relationships to help identify new opportunities and raise our profile within the client bank.
- Undertake paraplanning for own clients, research, analyze, and prepare technical reports for clients relevant to their specific goals, seeking support when needed.
- Build links with the clients' other professional advisers to help the client meet their needs.
- Follow processes and suggest areas for improvement in process, advice guidelines, and compliance procedures. Appropriately support or manage improvement implementation.
- Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues.
Requirements:
- Diploma in Regulated Financial Planning.
- Strong background in Paraplanning with proven report writing experience.
- Exposure to a broad range of financial products with authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice, and Protection.
About abrdn:
abrdn is a leading investment management company that enables our clients to be better investors. We help our clients find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight empower them to make better decisions, while our powerful partnerships enhance the expertise we offer. By enabling clients to invest responsibly, we help build a better world.
-
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...
-
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...
-
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...
-
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...
-
Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000We 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...
-
Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Menzies Distribution Ltd Full time £30,000 - £40,000Menzies 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...
-
Financial Planning Specialist
2 weeks ago
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...
-
Financial Planning Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Highland Council Full timeJob 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...
-
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'...
-
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'...
-
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...
-
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...
-
Financial Data Specialist
2 months ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeAbout the RoleWe are seeking a highly skilled Data Analyst to join our Financial Resilience Department at the Financial Conduct Authority. As a Data Analyst, you will play a critical role in helping us to identify and mitigate risks across our regulated firm population.Key ResponsibilitiesDevelop and maintain complex data pipelines using Python and SQL for...
-
Financial Data Specialist
2 months ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeAbout the RoleWe are seeking a highly skilled Data Analyst to join our Financial Resilience Department at the Financial Conduct Authority. As a Data Analyst, you will play a critical role in helping us to identify and mitigate risks across our regulated firm population.Key ResponsibilitiesDevelop and maintain complex data pipelines using Python and SQL for...
-
Financial Planning Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Bighornlaw Full timeAt National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...
-
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...
-
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...
-
Financial Planning Specialist
7 days ago
Edinburgh, Edinburgh, United Kingdom Menzies Distribution Limited Full timeJob SummaryMenzies Distribution Limited is seeking a skilled Finance Analyst to join our dynamic team. As a key member of our Financial Planning & Reporting team, you will play a crucial role in providing 'real-time' support and analysis to our businesses.Key ResponsibilitiesAssist in the management of the reporting and planning cycle, ensuring review...
-
Product Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe're seeking a highly skilled Product Specialist to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. This role will focus on enhancing our Wrap proposition for Adviser Firms, with a strong emphasis on delivering initiatives that improve our core platform journeys, enable better service design, and drive...
-
Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom M&G plc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanner, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesAnalyse client needs and objectives,...