Investment Planning Coordinator

Job 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...

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...

We 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...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team. As a key member of our Client Relationship Team, you will play a critical role in supporting our team to achieve business objectives and drive growth.ResponsibilitiesSupport Private Client Directors in achieving financial, strategic, and...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

Role OverviewWe are seeking a highly skilled Financial Planning Coordinator to join our team at JohnstonGreer Ltd, supporting the delivery of exceptional services to high net worth clients.SalaryThe salary for this role is between £28,000 and £30,000 per annum, plus benefits.Job DescriptionAs a Financial Planning Coordinator, you will be responsible for...

As a seasoned investment professional, you will lead our global response team in managing end-to-end RFP and DDQ processes for institutional clients. The role involves building and managing a global team to oversee responses from start to submission, including project planning, content development, and coordination with internal stakeholders.You will be...

Senior Financial Adviser PositionWe are seeking an experienced Senior Financial Adviser to join our team. The successful candidate will be responsible for providing senior-level financial advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key responsibilities of this role...

Schroders is looking for a talented Wealth Planning Coordinator to support our Wealth Planners in delivering exceptional client experiences. As a coordinator, you will be responsible for managing client files, drafting client letters, and maintaining accurate records.We are seeking someone with excellent organizational skills, attention to detail, and strong...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...

We are seeking an experienced Paraplanner to join our team at AMG Search in Edinburgh, Scotland.Responsibilities:Undertake in-depth research on financial products and investment options to inform client advice.Prepare comprehensive financial planning reports tailored to clients' needs and circumstances.Support our financial advisers in preparing...

Job Title: Investment Proposal SpecialistWe are seeking an experienced Investment Proposal Specialist to join our team in Edinburgh. This is a 12-month fixed term contract opportunity.Key Responsibilities:Manage the full proposal process, from initial receipt to final submission, ensuring all deadlines are met.Lead on strategic and complex proposals and due...

Job OverviewSeven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.About the...

Role OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...

Job DetailsWe are looking for a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases, preparing and writing advice...

Job DescriptionThis Investment Wealth Manager role presents an excellent opportunity for a talented individual to join abrdn's financial planning team. The successful candidate will have a strong background in financial planning, paraplanning experience, and a solid understanding of investment markets, products, and services.The ideal candidate will be...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

Job SummaryWe are recruiting a Financial Planner to join our team at Cooper White Group. As a key member of our Private Clients arm, you will be responsible for managing and growing your own portfolio of clients, providing comprehensive financial planning advice, and supporting colleagues where necessary.Key Accountabilities:Develop and implement strategies...

About SchrodersWe are a global investment manager helping institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.Job OverviewWe have an exciting opportunity for an Investment Management Associate to join our Wealth Management division known as Cazenove Capital. As...