Financial Planning Assistant with Pension and Investment Expertise

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...

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...

A leading chartered financial advice firm in Edinburgh is seeking an experienced Paraplanner to join their team due to continued growth. Their employees have won awards and they are renowned for being one of the best in the industry. The company fully supports and encourages career development, whether you're a 'career paraplanner' or aiming to move into...

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...

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 the RoleXPS Pensions Group is looking for a Pension Investment Career Development professional to join our team. In this role, you will have the opportunity to develop your skills and knowledge in pension investment and become a valuable member of our team.Job DescriptionYour primary responsibilities will include:Assisting clients with solutions and...

Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...

The Scottish National Investment Bank is seeking an experienced and passionate investment leader to drive projects across Scotland that contribute to vibrant, sustainable communities.About the Role:In this senior position, you'll lead investments aligned with our Place Mission, focusing on sectors such as affordable housing, community regeneration,...

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...

Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...

At Aon, we're looking for talented individuals to join our elite team of investment consultants and play a crucial role in advising clients on their pension schemes.About the RoleWe're seeking a skilled and ambitious Investment Consultant to join our Client Group. As an integral member of our team, you'll work closely with clients to provide expert advice on...

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...

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 Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

About the Job:We are seeking an experienced Investment Reporting Manager to join our Financial Services team in Edinburgh, Glasgow or London. As a key member of our team, you will be responsible for managing a portfolio of clients and projects, ensuring timely delivery of investor tax reporting services and maintaining high levels of client satisfaction.We...

Role OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...

We are seeking a highly skilled Sustainability Expertise Consultant to join our Group Sustainability & Stewardship team on a permanent basis.About the RoleThe successful candidate will provide consultancy advice, analysis and insight, alongside support and challenge for the Group on sustainability and stewardship matters.Analyse, challenge and oversee...

About Hymans RobertsonWe are a leading actuarial and advisory consultancy providing innovative solutions to our clients in the pensions market. Our expertise spans from retirement savings to financial modelling, and we invest in the latest technologies to deliver exceptional results.Salary RangeWe offer a competitive salary range of £60,000 - £80,000 per...

About the roleWe're seeking an experienced Financial Remediation Expert to join our Remediation team at Nucleus Financial. In this role, you'll play a crucial part in resolving complex issues and ensuring our customers receive exceptional service.Your primary focus will be on investigating issues, determining their impact, and implementing effective remedial...

Clients worldwide entrust us to discover forward-thinking investment opportunities that deliver the outcomes they desire. Our technology and insights empower them to make informed decisions, while our powerful partnerships enhance the expertise we offer. By enabling clients to invest responsibly, we contribute to building a better world.About the RoleWe have...