Financial Planning Team Lead

Job SummaryThis is a senior role within the Finance team, responsible for leading strategic financial planning, analysis, and reporting. The successful candidate will work closely with the Director of Finance and the Deputy Director of Finance/Director of FP&A to develop key finance analytics and provide first-class insight and analysis.The role will also...

Job SummaryThis is a senior role within the Finance team, responsible for leading strategic financial planning, analysis, and reporting. The successful candidate will work closely with the Director of Finance and the Deputy Director of Finance/Director of FP&A to develop key finance analytics and provide first-class insight and analysis.The role will also...

**Paraplanner Administrator** **Glasgow** **Up to £20,000 plus benefits** We are seeking an individual to join an excellent Financial Planning firm and work with their small and friendly team in Glasgow. This role is a perfect opportunity to join a small firm and make a big impact. This role will teach you everything you need to know from the ground up...

Financial Planning AssistantThis is an exciting opportunity to join a leading financial planning and investment company as a Financial Planning Assistant. The company has an excellent reputation within the industry and provides a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK.As a...

Paraplanner OpportunityEden Scott is seeking a skilled Paraplanner to support their financial advisers in providing holistic independent financial advice to clients. The successful candidate will be responsible for technical research and report writing, as well as attending meetings as required.The ideal candidate will have a strong understanding of...

Financial Adviser - GlasgowOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.Key responsibilities include:Providing technical and investment advice on...

Unlock Your Potential in Financial PlanningEden Scott is seeking a talented Financial Planning Professional to join their team in Glasgow. As a leading Wealth Manager, they offer a unique opportunity for individuals to grow and develop their skills in complex financial planning and high net worth work.Key Responsibilities:Develop and maintain long-lasting...

Unlock Your Potential in Financial PlanningEden Scott is seeking a talented Financial Planning Professional to join their team in Glasgow. As a leading Wealth Manager, they offer a unique opportunity for individuals to grow and develop their skills in complex financial planning and high net worth work.Key Responsibilities:Develop and maintain long-lasting...

Paraplanner Opportunity at a Leading Financial Planning CompanyWe are seeking a skilled Paraplanner to join our team at a leading financial planning company. As a Paraplanner, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.The successful candidate will have hands-on...

Paraplanner Opportunity at a Leading Financial Planning CompanyWe are seeking a skilled Paraplanner to join our team at a leading financial planning company. As a Paraplanner, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.The successful candidate will have hands-on...

Our client, a leading IFA firm, is seeking a Financial Planning Associate to join their team in central Glasgow. As a key member of the financial planning team, you will provide support to financial planners, primarily working with private clients.The ideal candidate will have a strong understanding of the financial planning market and compliance...

Financial Planning ProfessionalWe are looking for a skilled Financial Planning Professional to join our team at IDEX Consulting.Key Responsibilities:Deliver exceptional financial planning, advice, and service to clients.Generate new client enquiries and convert leads.Undertake sales and marketing activity in line with local and national plans.Work to achieve...

Job OpportunityEden Scott is seeking a skilled Paraplanner to join their team in a hybrid role. The successful candidate will provide essential support to financial advisers through technical research and report writing, while also attending meetings as required.The role offers a unique opportunity to work with a leading financial planning company, providing...

Job OpportunityEden Scott is seeking a skilled Paraplanner to join their team in a hybrid role. The successful candidate will provide essential support to financial advisers through technical research and report writing, while also attending meetings as required.The role offers a unique opportunity to work with a leading financial planning company, providing...

Job Title: Financial Planning AssistantJob Summary: We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.Key Responsibilities:Obtain information for...

Financial Planning OpportunitiesWe are seeking experienced Financial Planners to join our client’s team in Glasgow. As a Financial Planner, you will be responsible for providing expert advice to clients on complex and high net worth financial planning issues. You will work closely with our client’s ethics and approach to holistic financial planning,...

About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Paraplanning Support Specialist. In this role, you will provide administrative support to our Financial Planning Managers and work closely with the administration team to ensure the smooth processing of new and existing business.Key ResponsibilitiesProvide...

About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Paraplanning Support Specialist. In this role, you will provide administrative support to our Financial Planning Managers and work closely with the administration team to ensure the smooth processing of new and existing business.Key ResponsibilitiesProvide...

Job DescriptionWe are seeking a highly skilled Management Accountant to join our finance team at Lusona Consultancy. As a key member of the team, you will be responsible for overseeing accounting processes and ensuring the accuracy of financial data.Key Responsibilities:Manage and maintain financial records and reportsDevelop and implement financial planning...

Financial Planning Support SpecialistOur client, a leading financial planning company, is seeking a skilled Financial Planning Support Specialist to join their team. The successful candidate will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required. The role involves working...