Financial Planning Assistant

Job Description ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

About SchrodersWe are a global investment manager helping institutions, intermediaries, and individuals invest money to meet their goals, fulfill their ambitions, and prepare for the future.The RoleWe are seeking a skilled Paraplanning Professional to join our Wealth Management team. As a key member of our team, you will assist Wealth Planners in managing...

About SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.About the RoleWe are seeking a highly organized and motivated individual to join our Wealth Management team as a Paraplanner Support Specialist....

About the RoleThe role of Financial Planning Assistant at Evelyn Partners is designed to support our Financial Planners in delivering high-quality advice to clients. This position plays a crucial role in ensuring that suitability reports are prepared accurately and that client records are up-to-date.Key ResponsibilitiesPrepare suitability reports across a...

Financial Planning AssistantWe are seeking a highly skilled and experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. As a key member of our financial planning team, you will provide technical support and expertise to our Financial Planners and Directors, ensuring that our clients receive the highest level of service and advice.The...

Financial Planning Career OpportunityEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. This role offers a unique opportunity to develop a well-respected profession and work with a firm with an unparalleled reputation.As a Trainee, Financial Planning, you will be learning the skills and...

**The Firm** Anderson Strathern Asset Management is a leading Wealth Management firm offering combined Financial Planning and Investment Management solutions. We seek a new member in our growing firm to provide admin support within our Operations Team. **The Role** Working within the busy Operations team, you will be providing day-to-day administrative...

Interim Financial Planning and Analysis Assistant job with our Not-for-Profit client based in Edinburgh. This role will be for a 6-month period reporting directly to the Head of Financial Planning and Analysis. The key responsibilities are: - Providing support to the FP&A team through administrative and analytical assistance for the preparation of the...

Join deVere Group as a Financial Advisory Trainee (BDA) in PortoAbout UsdeVere Group is a global leader in independent financial planning, operating across Europe, the Middle East, Asia, and Australasia. We’re looking for driven individuals to join our Porto office as Financial Advisory Trainee (BDA), supporting a senior advisor in delivering world-class...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new clients *...

Financial Planning Administrator / Edinburgh / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh. In addition to administrative tasks, role holders can...

Financial Planning Specialist**Job Summary**Menzies Distribution Limited is seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for providing financial planning and reporting support to our businesses.**Key Responsibilities*** Assist in the management of the reporting and planning cycle, ensuring...

Key Responsibilities:We are seeking a talented individual to join our team at Nucleus Financial. As a key member, you will be responsible for various tasks, including:Assisting in the development of new projectsContributing to the growth and success of our companyCollaborating with colleagues to achieve common goalsAbout Nucleus Financial:Nucleus Financial...

Strategic Planning LeadWe are seeking a Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets issues and the...

Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...

Job SummaryMenzies Distribution Limited is seeking a skilled Finance Analyst to join our dynamic team. As a key member of our Financial Planning & Reporting team, you will play a crucial role in providing 'real-time' support and analysis to our businesses.Key ResponsibilitiesAssist in the management of the reporting and planning cycle, ensuring review...

**Financial Planning Administrator**: - FPA13 Applicants **£24,000 - £28,000 Per Annum** - Full Time**Permanent** **Edinburgh, City of Edinburgh** **Accountancy** **Job Description**: - My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. - Financial...

At National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. In this role, you will provide support to our team of financial planners, preparing valuation reports, maintaining internal databases, and processing new business. You will also be responsible for dealing with...