Financial Planning Expert
4 days ago
We are seeking an experienced and skilled Financial Adviser to manage a portfolio of existing clients and pursue new high-net-worth (HNW) client opportunities. As a key member of our team, you will provide personalized financial guidance, developing tailored plans to meet clients' objectives.
The ideal candidate will possess:
- Significant experience as a Financial Adviser, preferably with SPS & CAS Status
- A Diploma in Financial Planning (Dip PFS) or equivalent qualification
This role offers a highly rewarding opportunity for an ambitious professional to excel in their career. You will be part of a dynamic team that values collaboration and innovation.
We offer a comprehensive package including:
- A competitive starting salary up to £65,000 per annum
- Excellent bonus structures and commission opportunities
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Financial Planning Expert
4 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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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
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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 Specialist
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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
4 weeks ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeRole OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...
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Senior Financial Adviser Position
2 weeks ago
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Certified Financial Services Specialist
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Investment Professional Opportunity
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Financial Planning Specialist
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Financial Planning Advisor
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Experienced Investment Advisor
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1 month ago
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Financial Systems Expert
1 month ago
Edinburgh, Edinburgh, United Kingdom Michael Page Full timeRole OverviewWe are seeking a skilled Financial Systems Expert to join our team at Registers of Scotland (RoS). This is an exciting opportunity to bring your accounting knowledge and IT skills to support the finance systems team in managing the financial systems and interfaces with other systems across RoS.The ideal candidate will have a recognised...
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Strategic Financial Planning Manager
1 month ago
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Strategic Financial Planner
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Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...