Financial Planner
4 hours ago
We are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.
About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and Protection. To be considered for this excellent Financial Planner role, you will need:
- Knowledge and experience in Pensions, Investments, taxation planning, and Protection.
- Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser.
Our client is a highly respected financial planning firm established in 1988. They were one of the first 100 Chartered firms in the UK and are now one of Scotland and the UK's leading financial services businesses, currently advising on over £420 million of clients' assets.
Our client offers beautiful offices in Edinburgh city centre, providing an outstanding opportunity with an outstanding firm.
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Financial Planner
3 days ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeFinancial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide advice on Pensions, Investments, taxation planning, and Protection to...
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Financial Planner
3 days ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeFinancial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide advice on Pensions, Investments, taxation planning, and Protection to...
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Financial Planner
1 day ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeFinancial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...
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Financial Planner
1 day ago
Edinburgh, Edinburgh, United Kingdom CV Library Full timeFinancial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...
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Expert Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeShape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...
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Expert Financial Planner
1 month ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeShape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...
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Financial Planner
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Adviser Job Description **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our Wealth Management team, you will play a crucial role in acquiring existing clients and developing your own client base. **Key Responsibilities** * Acquire and retain...
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Financial Planner
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeFinancial Adviser Job Description **About the Role** We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our Wealth Management team, you will play a crucial role in acquiring existing clients and developing your own client base. **Key Responsibilities** * Acquire and retain...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...
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Financial Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...
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Financial Planning Assistant
3 days ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeParaplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and support our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport the...
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Financial Planning Assistant
3 days ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeParaplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and support our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport the...
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Financial Planning Trainee
4 days ago
Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Planning team as a Trainee Financial Planner. As a Trainee, you will have the opportunity to learn and develop your skills in a well-established and respected profession, working with a leading firm in the UK wealth management and professional services industry.As...
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Financial Planning Trainee
4 days ago
Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our Financial Planning team as a Trainee Financial Planner. As a Trainee, you will have the opportunity to learn and develop your skills in a well-established and respected profession, working with a leading firm in the UK wealth management and professional services industry.As...