Financial Planning Support Specialist
8 hours ago
Eden Scott is a Chartered IFA practice seeking a highly organised and detail-oriented Financial Planning Support Specialist to join their team. With excellent systems/ IT knowledge and experience working within a financial planning team, the ideal candidate will be able to manage time effectively, maximise profitability, and navigate complex financial provider websites.
The role involves providing support to financial planners, preparing valuation reports, maintaining internal databases, processing new business, and dealing with internal and client queries. Strong understanding of market requirements and compliance is essential.
A competitive salary of £30,000 - £35,000 per annum, benefits, and bonus scheme are on offer. The company invests heavily in staff development and will provide continual training and support to help you progress in your career.
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Financial Planning Specialist
3 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 Consultant
2 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
5 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...
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Financial Planning Expert
3 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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Certified Financial Services Specialist
9 hours 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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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...
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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 Specialist
5 days 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 Lochead Sandford Recruitment Limited Full time**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...
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Financial Planning Specialist
9 hours ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our dynamic team in Huddersfield, Stirling or Edinburgh. As a key member of our Paraplanning team, you will play a crucial role in delivering high-quality financial planning strategies to our clients.
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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 Specialist
5 days ago
Edinburgh, Edinburgh, United Kingdom NatWest Full time**Job Summary:**">We are seeking a highly skilled Financial Planning Specialist to join our team at NatWest. As a key member of our organization, you will play a critical role in supporting the annual budget process and various internal and regulatory stress tests.In this dynamic and collaborative environment, you will be responsible for producing the...
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Financial Proposition Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe 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...
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Experienced Investment Advisor
3 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 Support Specialist
4 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob SummaryWe are seeking a highly skilled Paraplanner Team Lead to join our team in either Edinburgh or Glasgow. 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 successful candidate will have hands-on exposure to clients, be a vital part of the...
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Investment Professional Opportunity
2 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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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeWe are seeking an experienced Financial Planning Specialist to join our team in Edinburgh City Centre. As a key member of our IFA Practice, you will be responsible for ensuring the completeness of client files and gathering necessary information.Job ResponsibilitiesConfirm risk profile, capacity for loss, and knowledge and experience is determined and...
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Financial Planning Professional
5 days 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 Support Manager
5 days ago
Edinburgh, Edinburgh, United Kingdom Exchange Street Claims ltd Full timeJob SummaryWe are seeking an experienced Financial Planning Support Manager to join our dynamic team. The successful candidate will provide high-quality administrative support to a team of experienced financial planners, ensuring seamless day-to-day operations.This is a fantastic opportunity for someone looking to pursue Chartered status and progress their...
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Financial Project Support Specialist
8 hours ago
Edinburgh, Edinburgh, United Kingdom Leonardo Full timeWe are seeking an exceptional Financial Project Support Specialist to join our team in Edinburgh. This is a fantastic opportunity to bring your skills and expertise to a dynamic organization like Leonardo.About the RoleThe successful candidate will work closely with the Financial Controller to provide top-class support in the Product & Maintenance, Repair...