Financial Planning Assistant
3 days ago
AMG Search is seeking a skilled Paraplanner to join a prestigious firm of Chartered Financial Planners in Edinburgh city centre.
Key Responsibilities:- Provide full para-planning support to the Wealth Advisers
- Prepare all necessary documentation and information for recommendations to clients
- Assist with research and surveys
- Deliver high-quality reports in a timely manner to high net worth clients
- Minimum Level 4 Diploma/Dip PFS
- Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career
- Understanding of regulations and compliance and of the financial planning process
- Technical skills across pensions, investments, taxation, trusts
- Experience in technical research, report writing, and recommendations
Our client is a highly successful and respected financial planning firm, established in 1988 and currently advising on over £420 million of clients' assets. This is an outstanding opportunity to join a leading financial services business and contribute to the achievement of their business objectives and growth targets.
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Financial Planning Assistant
1 week ago
Queen Street, United Kingdom AMG Search Full timeAMG Search is seeking a skilled Paraplanner to join their high-profile and respected firm of Chartered Financial Planners. As a key member of the financial planning team, you will provide comprehensive support to Wealth Advisers, ensuring the delivery of high-quality recommendations to clients. **Key Responsibilities:** * Prepare and deliver all necessary...
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Financial Planning Assistant
1 week ago
Queen Street, United Kingdom AMG Search Full timeAMG Search is seeking a skilled Paraplanner to join their high-profile and respected firm of Chartered Financial Planners. As a key member of the financial planning team, you will provide comprehensive support to Wealth Advisers, ensuring the delivery of high-quality recommendations to clients. **Key Responsibilities:** * Prepare and deliver all necessary...
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Financial Operations Partner
2 weeks ago
Queen Street, United Kingdom Hays Accounts and Finance Full timeAbout the RoleWe are seeking a highly skilled Financial Business Partner to join our team at Hays Accounts and Finance. As a key member of our finance team, you will play a vital role in supporting the organization's financial performance and strategic objectives.Key ResponsibilitiesFinancial Analysis and Reporting: Provide accurate and timely financial...
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Financial Operations Partner
2 weeks ago
Queen Street, United Kingdom Hays Accounts and Finance Full timeAbout the RoleWe are seeking a highly skilled Financial Business Partner to join our team at Hays Accounts and Finance. As a key member of our finance team, you will play a vital role in supporting the organization's financial performance and strategic objectives.Key ResponsibilitiesFinancial Analysis and Reporting: Provide accurate and timely financial...
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Financial Services Professional
2 weeks ago
Queen Street, United Kingdom GCB Recruitment Full timeJob DescriptionCompany Overview: GCB Recruitment is a leading recruitment agency specializing in financial services and wealth management.Job Summary: We are seeking an experienced Financial Advisor to join our client's team. The successful candidate will be responsible for providing expert financial advice to clients, including pensions and investments.Key...
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Self-Employed Mortgage
2 weeks ago
Kent Street, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on a Self-Employed basis.Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.The company provides a range of services including Mortgage...
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Mortgage and Protection Adviser
6 days ago
Boughton Street, Kent, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a Self-Employed Mortgage Specialist, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesMeet performance targets and exceed client expectationsProspect and...
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Mortgage and Protection Adviser
6 days ago
Boughton Street, Kent, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a Self-Employed Mortgage Specialist, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesMeet performance targets and exceed client expectationsProspect and...
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Mortgage and Protection Adviser
2 weeks ago
Boughton Street, Kent, United Kingdom Quilter Financial Planning Full timeJob Summary:We are seeking a highly skilled and motivated Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products, helping them to achieve their financial goals.About the Role:This is an exciting opportunity...
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Mortgage and Protection Adviser
2 weeks ago
Boughton Street, Kent, United Kingdom Quilter Financial Planning Full timeJob Summary:We are seeking a highly skilled and motivated Mortgage and Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products, helping them to achieve their financial goals.About the Role:This is an exciting opportunity...
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Financial Support Specialist
4 days ago
Queen Street, United Kingdom Search Full timeAccounts Assistant OpportunitySearch Recruitment is partnering with an Edinburgh-based business to recruit an Accounts Assistant with hybrid working. This role is ideal for a strong communicator with experience working within transactional finance, looking to join a supportive team to develop personally and professionally.Key Responsibilities:Record invoices...
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Financial Support Specialist
4 days ago
Queen Street, United Kingdom Search Full timeAccounts Assistant OpportunitySearch Recruitment is partnering with an Edinburgh-based business to recruit an Accounts Assistant with hybrid working. This role is ideal for a strong communicator with experience working within transactional finance, looking to join a supportive team to develop personally and professionally.Key Responsibilities:Record invoices...
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Financial Planning Specialist
1 week ago
Chester-le-Street, Durham, United Kingdom Resource Matters Ltd Full timeFinancial Planning Role Overview Resource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team. Key Responsibilities: * Provide comprehensive financial planning advice to business owners and private clients * Run pensions clinics and promote...
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Financial Planning Specialist
1 week ago
Chester-le-Street, Durham, United Kingdom Resource Matters Ltd Full timeFinancial Planning Role Overview Resource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team. Key Responsibilities: * Provide comprehensive financial planning advice to business owners and private clients * Run pensions clinics and promote...
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Accounts Assistant
2 weeks ago
Queen Street, United Kingdom Search Full timeAbout the RoleWe are partnering with a dynamic business in Edinburgh to recruit a skilled Accounts Assistant to join their team. As a key member of the finance department, you will play a vital role in supporting the smooth operation of the company's financial functions.Key ResponsibilitiesRecord and process invoices on the purchase ledgerProcess and account...
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Accounts Assistant
2 weeks ago
Queen Street, United Kingdom Search Full timeAbout the RoleWe are partnering with a dynamic business in Edinburgh to recruit a skilled Accounts Assistant to join their team. As a key member of the finance department, you will play a vital role in supporting the smooth operation of the company's financial functions.Key ResponsibilitiesRecord and process invoices on the purchase ledgerProcess and account...
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Financial Systems Operations Manager
4 weeks ago
Queen Street, United Kingdom Hays Accounts and Finance Full timeYour new organizationHays is excited to collaborate with a reputable entity seeking to appoint a Finance Systems Manager.Position OverviewThis role promises a diverse range of responsibilities and opportunities for professional development, accompanied by a competitive salary and benefits package.Key ResponsibilitiesOversee the execution of financial systems...
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Financial Systems Operations Manager
4 weeks ago
Queen Street, United Kingdom Hays Accounts and Finance Full timeYour new organizationHays is excited to collaborate with a well-established entity seeking to appoint a Finance Systems Manager.Role OverviewThis position offers a diverse range of responsibilities and professional development opportunities, complemented by a competitive salary and benefits package.Key ResponsibilitiesOversee the execution of financial...
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Senior Financial Planning Professional
2 weeks ago
Boughton Street, Kent, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is pleased to partner with a prestigious financial services company, highly regarded for its outstanding market reputation. We are assisting them in securing a Senior Financial Planning appointment within their financial planning team. In this role, you will work closely with internal stakeholders to acquire new clients and...
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Senior Financial Planning Professional
2 weeks ago
Boughton Street, Kent, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is pleased to partner with a prestigious financial services company, highly regarded for its outstanding market reputation. We are assisting them in securing a Senior Financial Planning appointment within their financial planning team. In this role, you will work closely with internal stakeholders to acquire new clients and...