Financial Planning Specialist
5 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.
Key Responsibilities- Conduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
- Stay up-to-date with industry developments and market trends, maintaining a high level of technical knowledge and expertise.
- Collaborate with our advisory team to deliver high-quality financial planning advice to clients.
- Work closely with our clients to understand their financial goals and objectives, providing tailored solutions to meet their needs.
- Contribute to the development of our Wealth Management services, identifying opportunities for growth and improvement.
- Proven experience in financial planning, with a strong understanding of pensions, investments, and protection.
- Hold a Level 4 Diploma in Financial Planning or equivalent qualification.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced financial planning professional looking to join a dynamic and growing team, we encourage you to apply.
-
Financial Planning Specialist
1 week ago
Central, Inverclyde, United Kingdom Bruin Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and...
-
Investment Guidance Consultant
1 week ago
Central, Inverclyde, United Kingdom Quilter Financial Planning Full timeJob OpportunityQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to clients. The ideal candidate will have a strong understanding of the investment business and excellent interpersonal skills.Key ResponsibilitiesProvide holistic financial advice to a diverse range of...
-
Central, Inverclyde, United Kingdom Finatal Full timeJob DescriptionFinatal is currently partnered with a leading Renewable Energy Company with a reputable Private Equity Investor. They are seeking a highly skilled FP&A Specialist to play a critical role in their financial strategy and operations during this transformative stage.The FP&A Specialist will be an integral part of the finance team, responsible for...
-
Central, Inverclyde, United Kingdom Finatal Full timeJob DescriptionFinatal is currently partnered with a leading Renewable Energy Company with a reputable Private Equity Investor. They are seeking a highly skilled FP&A Specialist to play a critical role in their financial strategy and operations during this transformative stage.The FP&A Specialist will be an integral part of the finance team, responsible for...
-
Financial Planning Assistant
5 days ago
Central, Inverclyde, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000Job Opportunity at IDEX Consulting LtdAbout the RoleWe are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key ResponsibilitiesLiaise closely with Financial Planners to gather...
-
Financial Planning Assistant
5 days ago
Central, Inverclyde, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000Job Opportunity at IDEX Consulting LtdAbout the RoleWe are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key ResponsibilitiesLiaise closely with Financial Planners to gather...
-
Financial Planning Assistant
2 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.Key Responsibilities:Provide technical research and...
-
Financial Planning Assistant
2 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.Key Responsibilities:Provide technical research and...
-
Financial Planning Assistant
5 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.Key Responsibilities:Provide technical research and...
-
Financial Planning Assistant
5 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.Key Responsibilities:Provide technical research and...
-
Paraplanner - Financial Planning Support
5 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
-
Paraplanner - Financial Planning Support
5 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
-
Paraplanner - Financial Planning Support
2 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
-
Paraplanner - Financial Planning Support
2 days ago
Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
-
Financial Planning and Analysis Professional
1 week ago
Central, Inverclyde, United Kingdom Hutcheon Mearns Full time £30,000 - £38,000Job OpportunityHutcheon Mearns is proud to partner with a leading organisation in their search for an Assistant Management Accountant. Based in Edinburgh, this exciting opportunity offers a clear progression route with a salary package of £30,000 to £38,000 with a bonus.The OpportunityOur client stands as a frontrunner within their industry, experiencing...
-
Financial Reporting Specialist
5 days ago
Central, Inverclyde, United Kingdom Pontoon Solutions Full timeAbout the RolePontoon Solutions is seeking a skilled Financial Reporting Specialist to join our client's team. As a leading financial services group, our client is dedicated to creating a sustainable and inclusive future by shaping finance as a force for good.Key ResponsibilitiesSupport the delivery of robust risk-weighted reporting and management...
-
Financial Reporting Specialist
5 days ago
Central, Inverclyde, United Kingdom Pontoon Solutions Full timeAbout the RolePontoon Solutions is seeking a skilled Financial Reporting Specialist to join our client's team. As a leading financial services group, our client is dedicated to creating a sustainable and inclusive future by shaping finance as a force for good.Key ResponsibilitiesSupport the delivery of robust risk-weighted reporting and management...
-
Financial Operations Specialist
5 days ago
Central, Inverclyde, United Kingdom Primal Strength Full timeJob SummaryPrimal Strength is a rapidly growing company in the fitness industry, seeking an experienced Financial Operations Specialist to join our team. As a key member of our finance department, you will play a crucial role in supporting our business growth and ensuring the smooth operation of our financial processes.Key ResponsibilitiesAllocate daily...
-
Financial Operations Specialist
5 days ago
Central, Inverclyde, United Kingdom Primal Strength Full timeJob SummaryPrimal Strength is a rapidly growing company in the fitness industry, seeking an experienced Financial Operations Specialist to join our team. As a key member of our finance department, you will play a crucial role in supporting our business growth and ensuring the smooth operation of our financial processes.Key ResponsibilitiesAllocate daily...
-
Construction Planning Specialist
4 days ago
Central, Inverclyde, United Kingdom Contract Scotland Full time £115,000 - £140,000Job DescriptionAbout the RoleWe are seeking an experienced Construction Planning Specialist to join our team at Contract Scotland. As a key member of our operations team, you will be responsible for working closely with our commercial and operations groups on planning, scheduling, forecasting, and schedule risk management.Key ResponsibilitiesManage project...