Financial Planning Associate

Quilter Financial Advisers is a UK-based advisory business dedicated to providing expert financial planning services. Our team of experienced advisers works closely with clients to understand their unique needs and goals, offering tailored solutions to help them achieve financial stability.We pride ourselves on delivering exceptional service, ensuring that...

JohnstonGreer Ltd is a regional firm offering financial advice to Private Clients across Investments, Protection, Tax, and Retirement Planning. We are seeking an experienced Trainee Paraplanner to work with our team and assist in report writing. The successful candidate will have the opportunity to develop their skills through coaching, exam study, and...

An expanding financial planning firm based in the Scottish borders is recruiting for a Trainee Financial Adviser or Junior Associate Adviser to acquire existing clients and develop their client base.This role presents an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial...

Job DescriptionWe're seeking a skilled Financial Associate to work in our Glasgow office. As a key member of our team, you'll be responsible for communicating with customers about their financial situation and providing personalized solutions. You'll make and receive calls to/from customers, managing a variety of accounts, and work 40 hours per week,...

Eden Scott is a reputable independent stable wealth management practice looking for an experienced professional to join their team.Job Description:We are seeking a skilled Financial Planning Specialist to develop and maintain strong relationships with clients, providing expert advice on financial planning and wealth management.The ideal candidate will have...

FP&A Job Opportunity">Lusona LLP is delighted to be partnering with our service sector client to source suitable applicants for the role of FP&A Analyst. This opportunity is on a fixed term contract basis until February 2025.You will be part of the wider finance team, where your focus will be in financial planning and budgeting processes. Your key...

Director of Financial Planning Opportunity at Be-IT LtdWe are seeking a highly experienced finance professional to join our team as a Director of Financial Planning. This is an exciting opportunity to take on a leadership role and contribute to the financial success of our company.As a Director of Financial Planning, you will be responsible for developing...

We are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and...

Job DescriptionA financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.The estimated salary for this position is £40,000 - £60,000 per annum,...

Arrow Group Careers seeks a dedicated Customer Relations Financial Associate to join our team.As a Customer Relations Financial Associate, you will be responsible for providing financial solutions to customers who are experiencing financial difficulties.Key Responsibilities:Provide tailored solutions to customers to reduce their overall debt.Make and receive...

We are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow.This is a fantastic opportunity for a skilled Paraplanner to work remotely, with the option to spend 2-3 days per month in the office. The role involves preparing high-quality written advice and providing technical research services...

About AshurstAshurst is a leading global law firm that provides expert advice and support to clients across various industries. With a strong focus on regulatory compliance, we strive to maintain the highest standards of integrity and professionalism in all our dealings.Job DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our...

Pertemps Network Group is delighted to be working on behalf of a well-known organisation in the finance sector. We are seeking an experienced Financial Planning Specialist to join their growing finance team.The successful candidate will work closely with the Finance Business Partner to provide support across all aspects of financial information, including...

About the Role:">As a Financial Planner at IDEX Consulting, you will deliver exceptional financial planning, advice, and service to clients. This role is hybrid and requires you to be within a commutable distance to Glasgow or Edinburgh.">Your Key Responsibilities:">Maintain a client base and generate new client enquiries through excellent communication and...

About UsAt Recruitment Rebellion, we're dedicated to providing outstanding personalized service and maintaining our strong client relationships. Our team is comprised of experienced professionals who share a passion for delivering world-class financial planning services.We're seeking an exceptional Senior Financial Planning Specialist to join our team. As a...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our Data Centre projects division in Dublin and Glasgow.

We are seeking a highly skilled Financial Planning and Analysis Manager to join our finance team in Glasgow, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

FP&A SpecialistLusona LLP are partnering with a service sector client to recruit an FP&A Specialist. As part of the wider finance team, you will focus on financial planning and budgeting processes.Analyzing financial performance to provide valuable insights.Supporting the financial planning process with expertise and knowledge.Required qualifications:Finance...