Wealth Management Specialist
4 days ago
• Collaborate with IFAs to support client work, leveraging Fact Find documentation to progress client objectives.
• Conduct thorough market research to identify suitable solutions for clients and establish the most effective approach for each client case.
• Maintain a strong understanding of compliance and regulatory requirements to ensure the firm operates within the FCA's guidelines.
• Prepare clear, easy-to-understand reports detailing the suitability of recommendations.
• Manage application submissions and resolve any arising issues to guarantee timely and correct completion of work.
• Prepare for client reviews and generate performance analysis, including cash flow forecasts, as required.
• Support the firm at industry meetings, client meetings, and junior employee development.
• Review and provide feedback on individual reports.
This role is an exciting opportunity for a skilled Paraplanner to join a leading Wealth and Asset Management Firm in Edinburgh. We are seeking a dedicated professional to support our team in delivering exceptional client service and driving business growth.
-
Paraplanner
1 week ago
Queen Street, United Kingdom Construction & Property Recruitment Full timeThis is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland's leading Wealth and Asset Management Firms based in Edinburgh.C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.Job Description:• Working...
-
Paraplanner
3 weeks ago
Queen Street, United Kingdom CV-Library Full timeThis is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland's leading Wealth and Asset Management Firms based in Edinburgh. C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm. Job Description: •...
-
Identity & Access Management Consultant
2 weeks ago
Queen Street, United Kingdom CV-Library Full timeYour new company and role This role is with a world renowned digital consultancy with a strong presence in Scotland. They are looking for an experienced IAM consultant to join for an initial 6-month contract with a possible extension. The role shall be able to work with autonomy in the Identity field and be responsible for managing the implementation and...
-
Administrative Support Specialist
1 week ago
Queen Street, United Kingdom Hays Business Support Full timeJob Description:We are seeking an exceptional Personal Assistant to join our team at Hays Business Support. As a key member of our executive team, you will be responsible for providing administrative support to our senior staff, ensuring the smooth operation of our office, and contributing to the overall success of our organization.Key...
-
Renewable Energy Communications Specialist
4 days ago
Queen Street, United Kingdom Morson Talent Full timeWe are seeking a Communications Consultant to join our team in Edinburgh, working with a major player in the UK Renewable Energy Sector. This is a part-time (3 days per week), initial 6-month hybrid contract role – inside IR35.Context: Our client is part of a JV instrumental to a major offshore wind farm Project currently under construction in the Firth of...
-
Personal Assistant
4 weeks ago
Queen Street, United Kingdom CV-Library Full timeYour new company I am delighted to be representing this public sector body as they recruit for a Personal Assistant to join their team. This organisation is based in the south of Edinburgh with 2-3 days per week in office. You will be working in a team with a group of hard-working professionals as you advance your career and diversify your skill set....
-
Customer Service Advisor
2 months ago
Queen Street, United Kingdom CV-Library Full timeJob Title: Customer Service - Customer Advisor Location: Edinburgh, Port Hamilton Contract: 12 months Introduction: My client, a leading financial services institution, is currently seeking a Customer Adviser to join their dynamic team based in Edinburgh. With a long-standing reputation for providing exceptional banking services, my client is dedicated to...
-
Graduate Developer
2 weeks ago
Queen Street, United Kingdom CV-Library Full timeGraduate Developer Lorien's client, an upscaling firm operating in the world's largest financial market, is rolling out their graduate Software Developer programme for 2025. This is a fantastic time to join their team being responsible for the development of high-performance low latency software at the heart of their global platform. They're...
-
Street Lighting Electrician
2 months ago
Queen Street, United Kingdom CV-Library Full timeYour new company You will be joining the existing trade team at one of the largest employers in the Edinburgh area. Due to someone retiring, they are looking to add a street lighting electrician on a long-term contract. Your new role As a street lighting electrician, you will be responsible for the installation, maintenance, and repair of street lighting...
-
Senior Administrator
5 months ago
Chester-le-Street, United Kingdom Scrimger & Oakes - Principal Partner Practice of St James Place Wealth Management Full timeDue to the nature of this environment, a large range of training and development opportunities will be available, alongside the potential for progression within the role in the long term. **Skills and requirements**: - Excellent written and verbal communication skills. - A team player who is willing to work collaboratively, as well as independently. - The...
-
Higher Level Teaching Assistant
3 weeks ago
Queen Street, United Kingdom CV-Library Full timeAre you passionate about early childhood education? Are you a qualified HLTA/Level 4 LSA? Do you have a genuine desire to make a positive impact on young learners' lives? Hoop Education, a preferred supplier of educational staffing solutions in the Rhondda Cynon Taff area, is seeking a dedicated and enthusiastic full-time Higher Level Learning Support...
-
Head of Data Management
2 weeks ago
Broad Street, United Kingdom CV-Library Full timeHead of Data Management and Foundation - J12868 - London/Hybrid We are working with a insurance company who is driven by its people, not things. They are dediccated to creating an inspiring workplace where their colleagues can grow together, shape the future, and succeed as a team. As they embark on an exciting transformation journey, they are looking for a...
-
Head of Insurance Data Management
2 weeks ago
Broad Street, United Kingdom CV-Library Full timeHead of Insurance Data Managemen - J12868 - London/Hybrid We are working with a insurance company who is driven by its people, not things. They are dedicated to creating an inspiring workplace where their colleagues can grow together, shape the future, and succeed as a team. As they embark on an exciting transformation journey, they are looking for a Head...
-
Product Governance Manager
2 months ago
Lime Street, United Kingdom CV-Library Full timeBenefits; Bonus, Private Health, Life Insurance, Pension + 25 Days Annual Leave The Company A fantastic opportunity to join a boutique wealth/asset management firm in the City of London. The business was established in 2010 with a current headcount of 80 employees. You’ll join an agile, multi-product environment. Their current AUM is valued at...
-
Product Governance Manager
2 months ago
Lime Street, United Kingdom McLean HR Full timeBenefits; Bonus, Private Health, Life Insurance, Pension + 25 Days Annual LeaveThe CompanyA fantastic opportunity to join a boutique wealth/asset management firm in the City of London.The business was established in 2010 with a current headcount of 80 employees.You’ll join an agile, multi-product environment. Their current AUM is valued at £2 billion and...
-
CGT Reporting Administrator
1 month ago
Broad Street, United Kingdom CV-Library Full timeCGT Reporting Administrator , SIPP , ISA , Investment Management The Client An established Investment Management / Wealth Management business with global reach, running multi asset funds and discretionary portfolios. The Role The successful candidate will be responsible for providing administrative support to the Operational Tax team, ensuring that they...
-
CGT Reporting Administrator
2 weeks ago
Broad Street, United Kingdom JJ Search Full timeCGT Reporting Administrator , SIPP , ISA , Investment ManagementThe ClientAn established Investment Management / Wealth Management business with global reach, running multi asset funds and discretionary portfolios.The RoleThe successful candidate will be responsible for providing administrative support to the Operational Tax team, ensuring that they maintain...
-
Billing Manager
2 weeks ago
Old Street, United Kingdom CV-Library Full timeBilling Manager An outstanding opportunity for a motivated and driven individual to join one of the UK’s leading Telecoms companies based in London. Our client not only provide expert, comprehensive telecommunications services to businesses and consumers but also are proud to be able to contribute and support local communities. Over the years they...
-
Commercial Product and Propositions Manager
3 days ago
Lime Street, United Kingdom CV-Library Full timeThe Company A leading boutique wealth/asset management firm based in the City of London. The business was established in 2010 with a current headcount of 80 employees.Their current AUM is valued at £2 billion and they work with a diverse portfolio of clients from HNWIs, to privates, retail and corporates. The Role We are looking for a Commercial...
-
Technical Operations Director
2 days ago
Queen Street, Kent, United Kingdom CV-Library Full timeTechnical Operations Director West Kent – must drive with own transport due to location/hours c.£100k + travel allowance + bens + bonus Hours – 8am – 4pm Monday – Friday PLEASE NOTE, WE CANNOT CONSIDER CANDIDATES WHO NEED SPONSORSHIP FOR THIS ROLE Are you a technically skilled leader with a strong background in...