Financial Planning Professional
1 day ago
A skilled Paraplanner or Senior/Paraplanner Team Leader is required to support our growth strategy in Edinburgh or Glasgow office.
Key Responsibilities:- Provide technical research and report writing support to financial advisers
- Attend meetings as required
- Assist with cashflow modelling, pensions, investment, and estate/tax planning services
- Diploma qualified or close to obtaining (Level 4 for senior role)
- Minimum 2 years experience in financial planning/wealth management, providing support to financial advisers
- Strong software, IT skills, back-office experience, and attention to detail
- Familiarity with FCA legislation/regulations
- Flexible working arrangements
- Hybrid remote work option
- Career development pathways
- Opportunity to train, mentor, coach, and support colleagues (senior role)
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Financial Planning Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob 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...
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Financial Planning Specialist
16 minutes ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob Description:A highly experienced Financial Adviser is sought after by Quilter Financial Planning to provide expert guidance to clients on their financial well-being and support investment professionals. The successful candidate will possess a deep understanding of the investment business and be able to analyze complex financial data.As part of our team,...
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Financial Planning Expert
6 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a reputable firm seeking an experienced Financial Adviser to join their team.About the RoleThis employed position offers a competitive salary and bonus package, including back-office support.As a Financial Adviser, you will provide fully holistic financial advice to clients and support investment professionals in cultivating...
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Financial Planning Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are looking for a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our advisory team, you will be responsible for providing comprehensive financial planning services to our clients.Key ResponsibilitiesDeveloping and implementing personalized financial plans for clientsConducting...
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Financial Planning Specialist
1 week 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...
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Senior Financial Adviser Position
3 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...
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Investment Professional Opportunity
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeSenior 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...
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Certified Financial Services Specialist
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout This OpportunityThis is an exciting opportunity for an experienced Financial Adviser to join our company and provide high-quality financial advice to clients. As a key member of our team, you will be responsible for cultivating client relationships and supporting investment professionals.
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Experienced Investment Advisor
6 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning seeks an accomplished Financial Adviser to drive growth and deliver top-notch service to clients.About the OpportunityThis exciting role offers a chance to leverage your expertise in providing tailored financial solutions to clients, while fostering strong relationships with investment professionals.We're looking for someone with a...
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Financial Planning Professional
1 week ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...
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Financial Planning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom deVere Acuma Full timeLaunch Your Career as a Trainee Financial Advisor with deVere Group in Dubai.About the RoleThis entry-level position offers a fully-funded opportunity to begin a rewarding career in financial planning with hands-on experience and structured training.You will gain the skills and knowledge needed to thrive in the financial services industry through...
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Financial Planning Professional
1 day ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdvisorIndustry: Financial ServicesLocation: Edinburgh, UKEstimated Salary: £65,000 - £100,000+We are seeking a talented Financial Adviser to join our team at Recruit UK | Certified B Corp™.As a Financial Adviser, you will be responsible for managing an existing client bank and dealing with new high-net-worth (HNW) client enquiries....
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Administrative Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Forth Capital Full timeSeeking a Talented Administrative Professional for International Financial Planning RoleForth Capital, a leading International Financial Planning firm, is seeking an experienced Administrative Professional to join our Client Services Team. This role offers a competitive salary of $50,000 - $70,000 per annum, commensurate with experience, plus opportunities...
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Experienced Investment Advisor
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Adviser to join our team in providing fully holistic financial advice to a varied range of clients. The successful candidate will have excellent interpersonal skills, a strong understanding of the investment business, and some industry sales experience.
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Financial Planning Specialist
2 months 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...
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Financial Planning Professional
1 week 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.
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Financial Planning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom oilandgas Full timeJob Title: Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at oilandgas, a global leader in the oil and gas industry. As a key member of our Finance team, you will play a crucial role in driving financial planning and analysis initiatives across our operations.You will have a degree in Accountancy or...
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Financial Planning Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Sainsbury's Full timeRole OverviewWe are looking for an experienced Financial Planning Specialist to join our Commercial Finance team. In this role, you will be responsible for providing financial planning and analysis support to the product and cost teams.The ideal candidate will have a strong background in management accounting, financial modeling, and commercial experience....
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Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeJob 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...
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Financial Planning Strategist
7 days ago
Edinburgh, Edinburgh, United Kingdom Lusona Consultancy Full timeAbout the Role:Lusona Consultancy is seeking a highly skilled Financial Planning Strategist to join our team in Edinburgh. As a key member of our finance team, you will play a crucial role in shaping the financial direction of our organisation.The ideal candidate will have a professional qualification (CIMA, CA, ACCA, ACA or CFA) or extensive relevant...