Financial Planning and Investment Management Professional

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

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...

Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...

Job DescriptionKey Responsibilities:• Achieve established targets for new clients, net portfolio growth, assets and revenues;• Build new relationships/clients through networking and cold calling;• Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;• Provide clients with expert financial...

LOM 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...

Role OverviewEden Scott is seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join their team in either Edinburgh or Dundee office. The successful candidate will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key ResponsibilitiesSupport financial advisers with...

OverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.

About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining great relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

Wilkinson & Associates Ltd is partnering with a financial services business in Edinburgh to source a Decision Support Manager. Our client operates with a hybrid approach, requiring two days per week in the office.The role involves delivering monthly reporting, forecasting, and informing strategic decision-making through insightful analysis and business...

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...

Job OverviewWe are seeking an experienced Investment Director to lead our investment efforts in Scotland's vibrant communities, driving economic resilience and social wellbeing.This role is a key part of our Investment Origination team, working closely with the Director – Market Creation (Place) to structure, negotiate, and execute impactful investments...

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....

We are seeking a highly experienced Investment Director to lead investments aligned with our Place Mission. In this senior role, you will drive projects across Scotland that contribute to vibrant, sustainable communities.The Scottish National Investment Bank is looking for a passionate leader who can structure, negotiate, and execute impactful investments...

As a key member of our team at Premier Jobs UK Limited, you will play a vital role in supporting our Financial Advisors in providing exceptional client service and ensuring compliance with industry regulations.Key responsibilities will include:Preparing and maintaining accurate and up-to-date client files and reviewsDeveloping and implementing effective cash...

The Green Recruitment Company is partnering with a leading Renewable Energy Developer to find a skilled Investment Finance Professional. The ideal candidate will be responsible for building and analysing complex financial models, evaluating potential investment opportunities and creating marketing materials.Key responsibilities:Develop and maintain financial...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

Job Title: Senior Financial Management ProfessionalJob Summary:At the Scottish Further and Higher Education Funding Council, we are seeking a highly skilled Senior Financial Management Professional to join our team. As a key member of our Governance, Infrastructure and Sustainability team, you will play a vital role in the effective review and analysis of...

A leading and award-winning independent financial advisory firm is seeking a skilled Financial Services Professional to join their Scottish team. This home-based role offers the flexibility to work from anywhere, with meeting rooms available in central locations when required. The firm aims to open an office in the short to medium term, once they have...

Investment Research Graduate Programme About the RoleThis role offers a unique opportunity to embark on a career path that combines analytical skills with financial expertise. As an Investment Research Analyst, you will be responsible for analyzing company investment opportunities to help clients achieve their desired financial objectives.You will work...