Financial Planning and Investment Manager Support Specialist

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team. As a key member of our Client Relationship Team, you will play a critical role in supporting our team to achieve business objectives and drive growth.ResponsibilitiesSupport Private Client Directors in achieving financial, strategic, and...

Job 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...

Job OverviewEden Scott, a leading financial planning and investment management company, is seeking a skilled paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This role will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.The...

**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...

About the RoleWe 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...

We 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...

About SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.About the RoleWe are seeking a highly organized and motivated individual to join our Wealth Management team as a Paraplanner Support Specialist....

Financial 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...

Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...

About Eden ScottA leading financial advice firm in Edinburgh seeks an experienced paraplanner or senior paraplanner with a diploma minimum. This role offers flexible hybrid working, exam support, and excellent benefits.Job OverviewThe ideal candidate will attend client meetings alongside Financial Planners and Directors, communicate with clients in the...

Wilkinson & Associates Ltd is partnering with a financial services business in Edinburgh to source a Decision Support Manager. Our client operates with a hybrid approach, requiring two days per week in the office.The role involves delivering monthly reporting, forecasting, and informing strategic decision-making through insightful analysis and business...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

At State Street, we're seeking a skilled Investment Accounting Specialist to join our team. As a key member of our organization, you'll play a crucial role in safeguarding and stewarding the investments of millions of people.This dynamic position offers a unique opportunity to work with cutting-edge technology and innovative products, driving growth and...

Role OverviewEden Scott is seeking a skilled Paraplanner Manager to support their financial advisers in Edinburgh or Dundee. The ideal candidate will have a strong background in financial planning and wealth management, with experience in providing technical support to financial advisers.Key ResponsibilitiesProvide technical research and report writing...

About UsWe are Aegon, a company of ambitious, positive problem-solvers who get things done. We believe in collaboration and leaving things better than we find them.Our MissionWe help people live their best lives by providing expert financial guidance and support. Our team is dedicated to delivering exceptional customer experiences and making a meaningful...

Job 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...

Role OverviewAberdeen Asset Management group is seeking a skilled Investment Specialist to join our team. As an Associate Investment Analyst, you will play a key role in supporting our Investment Specialists in Fixed Income, including Public and Private Credit, and Emerging Market Debt.Key ResponsibilitiesSupport Investment Specialists in preparing messaging...

Investment Analyst RoleWe are seeking an experienced Investment Analyst to join our team in Dundee. The successful candidate will have a strong background in researching funds, collectives, or investment trusts.Key Responsibilities:Undertake third-party fund, manager research and investment trust researchSupport various projects and other ad hoc work as...