Current jobs related to Financial Planning Assistant - Aberdeen, Aberdeen City - Johnston Carmichael


  • Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    Job SummaryAcumen Financial Planning seeks a highly skilled Paraplanner to join our award-winning team in Aberdeen, UK.This hybrid role offers a competitive salary and a chance to work with an exemplary financial planning service.The ideal candidate will be experienced in preparing and implementing recommendations, possessing strong analytical skills and...


  • Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    We are Acumen Financial Planning, a leading independent firm dedicated to providing exemplary financial planning services to client families across the UK. Our team is passionate about delivering outstanding results and exceptional client experiences, and we're now seeking a skilled Paraplanner to join our award-winning team in...


  • Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    Paraplanner Job DescriptionWe are proud to offer a challenging and rewarding role as a Paraplanner at Acumen Financial Planning.In this position, you will work closely with our Financial Planners to deliver exceptional client service and support the development of financial plans.The ideal candidate will be highly organized, possess excellent communication...


  • Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

    About the Job:">">We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner in Scotland, ideally located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">">Job Responsibilities:">">Produce compliant and detailed suitability reports for Level 3 solutions, including complex cashflow...


  • Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Job DescriptionWe are seeking an experienced Financial Planning Consultant to join our team in Aberdeen, Edinburgh, or Glasgow. As a key member of our team, you will be responsible for providing holistic financial planning advice to clients, ensuring their long-term financial goals are met.The successful candidate will have a minimum of 2 years' experience...


  • Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Ltd Full time

    At IDEX Consulting Ltd, we are seeking a skilled Financial Planning Professional to join our team.About the Role:We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, as well as opportunities for career growth and professional development.Job Description:The successful candidate will be responsible for executing the...


  • Aberdeen, Aberdeen City, United Kingdom Aberdeen City Council Full time

    Job Summary: We are seeking a skilled Financial Planning Specialist to join our team at Aberdeen City Council. As a key member of the Finance department, you will be responsible for providing financial information, advice, and customer service for various council services. This includes monitoring and forecasting revenue and capital income and expenditure,...


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    JohnstonGreer Ltd seeks a Chartered Financial Planner to work with its existing client portfolio and deal with personal connections.The role involves delivering advice across the full spectrum of Financial Planning, including Investments, DFM, Cashflow Modelling, IHT, other Tax and Retirement Planning.A salary of £65,000 to £95,000 plus bonus and benefits...


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    At JohnstonGreer Ltd, we are seeking an experienced Financial Planning Administrator to join our team. This role will support the Financial Planners in preparing for client meetings, following up on action points, and processing new business.The ideal candidate will have a background in supporting Financial Advisors and experience with industry platforms and...


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    At JohnstonGreer Ltd, we are seeking a highly skilled Senior Financial Planning Specialist to join our team. As a Chartered Financial Planner with several years of experience in the Personal Financial Planning arena, you will be responsible for delivering financial planning services to high net worth individuals and businesses.The ideal candidate will have...


  • Aberdeen, Aberdeen City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Innovative financial solutions are at the heart of beBee Professionals, and we're seeking a seasoned Finance Manager to lead our finance team in Aberdeen, UK.Salary: £60,000 - £80,000 per annumThe successful candidate will oversee all aspects of financial planning, reporting, and analysis to ensure the company's financial stability and compliance with...


  • Aberdeen, Aberdeen City, United Kingdom Harbour Energy Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled financial planning specialist to join our team at Harbour Energy. As a key member of our finance function, you will play a critical role in delivering accurate and timely production, revenue, and inventory information.Key Responsibilities:Providing High-Quality Management Information:...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    Job OverviewWe are seeking a skilled Financial Planning and Analysis Specialist to join our team at Thorpe Molloy McCulloch Recruitment Ltd.The successful candidate will have experience in revenue accounting within the upstream oil and gas sector, particularly in the UK North Sea. The role involves ensuring complete and accurate accounting and reporting for...


  • Aberdeen, Aberdeen City, United Kingdom Austin Fraser Full time

    Austin Fraser is seeking a highly motivated and diploma-qualified individual to take on the role of Aspiring Financial Adviser. This exciting opportunity is based in the Aberdeen area and offers a comprehensive training program to support career growth.The successful candidate will have a genuine interest in helping clients achieve their financial goals and...


  • Aberdeen, Aberdeen City, United Kingdom Grampian Housing Full time

    About the OpportunityWe are seeking a talented Finance Manager to join our team in Aberdeen. This is an exciting opportunity to make a real impact and contribute to the success of our organization.Salary: £50,741 - £56,378 depending on skillsYou will be responsible for developing and implementing financial strategies, managing financial records and...

  • Financial Assistant

    4 weeks ago


    Aberdeen, Aberdeen City, United Kingdom Hutcheon Mearns Ltd Full time

    Hutcheon Mearns Ltd is seeking a highly skilled Financial Assistant to join their team in Bridge of Don. This is a fantastic opportunity for an experienced all-rounder to take on a challenging role and progress their career.As a Financial Assistant, you will be responsible for completing a variety of tasks to minimise the finance department's backlog. Your...


  • Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    Company OverviewNJR Recruitment is pleased to partner with an established firm of Financial Planners part of the prestigious St James Place network.This exciting opportunity has arisen due to their continued growth and success, enabling them to expand their team.The successful candidate will join a highly respected practice, working closely with experienced...

  • Financial Assistant

    2 weeks ago


    Aberdeen, Aberdeen City, United Kingdom Engage Talent Partners Full time

    Engage Talent Partners, a leading recruitment agency, is partnering with an esteemed Aberdeen-based client to find a skilled Accounts Assistant.About the CompanyThe client is a well-established accountancy practice that has experienced significant growth through acquisitions and team expansion. This role is part of a dynamic team and involves preparing...

  • Revenue Accountant

    3 weeks ago


    Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    Job DescriptionThe role of a Revenue Accountant - Finance Planning & Analysis has become available at Thorpe Molloy McCulloch Recruitment Ltd. This is a contract position for 12 months initially, offering the opportunity to work with a leading E&P organisation.Key Responsibilities:Ensure complete and accurate accounting and reporting for hydrocarbon revenue,...


  • Aberdeen, Aberdeen City, United Kingdom Engage Talent Partners Full time

    Financial Records Assistant Position:We are seeking an experienced Accounts Assistant to join our team of professionals in Aberdeen. This role involves preparing financial accounts, performing bank reconciliations, and building strong client relationships.Responsibilities:Preparation of financial accounts using financial and cloud-based accounting...

Financial Planning Assistant

1 week ago


Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

About Johnston Carmichael Wealth

We are an award-winning, independent Chartered Financial Planning firm with a heritage that spans more than three decades.

At JC, we help individuals achieve their goals and live life on their terms. Our team of experienced professionals provides expert advice to clients across the UK.

The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.

Job Description:
  • Capture recommendations and new business activity accurately and correctly within client records.
  • Submit, process, and monitor client transactions, record associated income estimates, and maintain records on a timely basis.
  • Maintain client record information accurately and in line with best-practice guidance.

About You:

  • Friendly and outgoing
  • Strong attention to detail and accuracy skills
  • Good IT skills including MS Office
  • Prioritisation and communication skills