Financial Planning Manager
5 days ago
Austin Fraser is seeking a seasoned Financial Planner to drive holistic financial planning and relationship building.
About the Job:- Deliver comprehensive advice on life insurance, pensions, investments, wealth management, and inheritance tax.
- Partner with the wider business and develop strong customer relationships.
- Enjoy the flexibility of a homeworking position with multi-site travel up to 4 days a week.
- Demonstrate a proven track record of delivering regulated financial advice face-to-face.
- Possess strong knowledge of UK financial services regulations, end-to-end sales processes, and industry developments.
- Competitive Salary: £65,000 per annum.
- Company Car/Allowance: £5,500.
- Annual Bonus: Up to 5% of salary.
- Pension Scheme: Up to 20% contribution.
- Generous Leave: 25 days annual leave + bank holidays.
- Family Friendly Policies: Balance work and family life.
- Health and Wellbeing: Gym membership contribution, health cashback plan, and more.
- Inclusive Workplace: Our company values diversity and supports all employees.
- Strong knowledge of UK financial services regulations.
- End-to-end sales process understanding.
- Industry development awareness.
- Regulated financial advice delivery experience.
- Proven track record of customer relationship building.
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Inverurie, Aberdeenshire, United Kingdom NOV, Inc. Full timeAbout the RoleWe are seeking an experienced Senior Financial Planning and Analysis Manager to join our team at NOV, Inc. The successful candidate will be responsible for leading financial planning and analysis tasks for multiple business lines in the region.Key Responsibilities:Lead financial planning and analysis tasks for three separate business lines in...
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Business Partner
2 days ago
Inverurie, Aberdeenshire, United Kingdom NOV, Inc. Full timeBusiness Partner - Financial InsightsWe are seeking a seasoned Business Partner - Financial Insights to join our team at NOV, Inc. The successful candidate will be responsible for providing financial insights and analytics to support business decision-making.Key Responsibilities:Develop and maintain financial models and tools to support business...
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Senior Financial Services Administrator
1 month ago
Inverurie, Aberdeenshire, United Kingdom NJR Recruitment Full timeOur client, a renowned firm of Financial Planners with strong ties to St James Place, is seeking an exceptional Administrator to support their team in delivering high-quality services.The ideal candidate will possess a strong understanding of the regulated financial services market and be proficient in Microsoft Office applications. They should also have...
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Holistic Financial Advisor
4 days ago
Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full timeWe are seeking an experienced Financial Services professional to work in Aberdeenshire.About the Opportunity:Job Summary:Provide holistic financial planning, including life insurance, pensions, investments, wealth management, and inheritance tax.Nurture strong customer relationships by collaborating with the wider business.Enjoy flexibility with a...
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Financial Services Professional
1 week ago
Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full timeCompany Overview">Established wealth management firm seeks a Senior Administrator to support the team due to continued growth. We provide advice for Private Client Investment and Retirement Planning.">">Job Description">As a Support and Operations Expert, you will assist Financial Planners with new business processing, valuations, quotations, provider...
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UK Financial Services Consultant
5 days ago
Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full timeAustin Fraser is seeking a highly skilled UK Financial Services Consultant to drive business growth and success.About the Job:This role involves providing expert advice on life insurance, pensions, investments, wealth management, and inheritance tax.The successful candidate will partner with the wider business and develop strong customer relationships.We...
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Financial Administrator Lead
6 days ago
Inverurie, Aberdeenshire, United Kingdom Hosie Electrical Contracting Limited Full timeJob Opening: Financial Administrator LeadWe are seeking a highly skilled Financial Administrator Lead to join our finance team at Hosie Electrical Contracting Limited. As a key member of the team, you will be responsible for managing the company's finances, including maintaining accurate financial records, processing invoices, and reconciling bank...
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Senior Financial Analyst
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom Hutcheon Mearns Limited Full timeAbout the RoleHutcheon Mearns Limited is a leading provider of financial services, and we are currently seeking an experienced Treasury Analyst to join our team.This is an exciting opportunity for a skilled professional to develop their career in cash management, working closely with our Group Treasury Manager to ensure the effective management of short and...
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Senior Administrator
1 week ago
Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full timeCompany Overview">JohnstonGreer Ltd is an established wealth management firm that provides advice for Private Client Investment and Retirement Planning. We are seeking a highly skilled Senior Administrator to join our team due to continued growth.">">Job Description">This role involves assisting Financial Planners with new business processing, valuations,...
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Expert Wealth Management Advisor
46 minutes ago
Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full timeAs an Expert Wealth Management Advisor at Austin Fraser, you will play a pivotal role in helping our clients navigate the world of finance. With a focus on holistic financial planning, you will provide personalized advice to ensure our clients' financial well-being.About the OpportunityYou will be responsible for building strong relationships with our...
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Financial Operations Coordinator
4 weeks ago
Inverurie, Aberdeenshire, United Kingdom Simpson Booth Full timeOverviewSimpson Booth is seeking a highly organized and detail-oriented Financial Operations Coordinator to join their Finance team in the UK. This role offers an initial 3-month contract, with the possibility of transitioning to a permanent position.Key Responsibilities:Purchase-to-Pay (P2P) Tasks:Process intercompany invoices and manage supplier...
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Hospitality Service Manager
4 weeks ago
Inverurie, Aberdeenshire, United Kingdom Crerar Hotels Group Full timeAbout the Role:We're looking for an ambitious and reliable Supervisor to help our team run the department and cover duty management at times. This full-time role requires flexible working, including weekends.The ideal candidate will have good forward planning skills and a proactive approach to supervise the hotel's front office service and support the...
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Treasury Analyst
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom Hutcheon Mearns Limited Full timeAbout Hutcheon Mearns LtdHutcheon Mearns Ltd, a high growth private equity backed business, seeks an experienced Treasury Analyst to join its team. This is an excellent opportunity for candidates to develop their skills and progress in their career.The selected candidate will support the Group Treasury Manager in managing short and medium-term liquidity of...
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Hospitality Service Manager
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom Thainstone House, Inverurie Full timeThainstone House, InverurieWe are seeking a skilled F&B Supervisor to join our team at Thainstone House. The successful candidate will be responsible for overseeing the day-to-day operations of our Food and Beverage department.The ideal candidate will have excellent leadership skills, with the ability to motivate and inspire their team to deliver exceptional...
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Private Client Investment Administrator
2 days ago
Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full timeAbout the Role\This is an exciting opportunity to join JohnstonGreer Ltd as a Financial Services Administrator, supporting our Financial Planners to deliver exceptional client service and drive business growth.\Responsibilities\You will be responsible for:\\Providing administrative support to Financial Planners, including new business processing, valuations,...
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Support and Operations Expert
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full timeAbout the Role">As a Senior Administrator, you will play a critical role in supporting our Financial Planners with new business processing, valuations, quotations, provider liaison, compliance monitoring, and database management. This is an exciting opportunity to work in a dynamic team and contribute to the growth of our firm.">">Responsibilities">Key...
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Cash Management Specialist
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom Hutcheon Mearns Limited Full timeAbout the JobWe are seeking a highly skilled and experienced Cash Management Specialist to join our team at Hutcheon Mearns Limited.The successful candidate will have experience of working in a treasury or finance role, with a strong understanding of cash flow management and forecasting principles.They will be responsible for supporting the Group Treasury...
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Maintenance Operations Manager
5 days ago
Inverurie, Aberdeenshire, United Kingdom Meldrum House Country Hotel & Golf Course Full timeThe RoleWe are looking for a highly skilled and experienced Lead Maintenance Engineer to join our team at Meldrum House Country Hotel & Golf Course. The successful candidate will have a proven track record of maintaining and developing maintenance reporting procedures, and will have excellent knowledge of Health and Safety in the workplace.The ideal...
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Spa Operations Manager
2 weeks ago
Inverurie, Aberdeenshire, United Kingdom Crerar Hotels Group Full timeAbout the Role: We are seeking a highly experienced Spa Operations Manager to oversee the spa at Thainstone House Hotel, part of Crerar Hotels Group.">Job Summary: The successful candidate will be responsible for managing operational and financial aspects of the spa, ensuring guest satisfaction, and maintaining spa security. They will also lead a team to...
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Holistic Wealth Advisor
5 days ago
Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full timeAustin Fraser is currently looking for an experienced Holistic Wealth Advisor to join our team.About the Role:This role involves providing comprehensive advice on life insurance, pensions, investments, wealth management, and inheritance tax.The successful candidate will partner with the wider business and develop strong customer relationships.We offer a...