Senior Financial Adviser Position
3 days ago
We 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 responsibilities of this role include:
- Providing comprehensive investment advice and guidance to clients, taking into account their individual needs and goals
- Analyzing financial data to identify investment opportunities and risks
- Developing and implementing personalized investment plans to help clients achieve their objectives
- Working closely with other members of the team to deliver exceptional results and meet client expectations
Requirements: To succeed in this role, you will need:
- A Diploma in Financial Advice or equivalent qualification
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint
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Analyst Position for Proposition Roadmap
1 week ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeAre you looking for a challenging and rewarding career opportunity? Nucleus Financial Platforms group is seeking a highly motivated and skilled individual to join their team as a Product Analyst. In this role, you will work closely with the Head of Wrap Proposition and Products to design and deliver our proposition roadmap.The focus will be on enhancing our...
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Financial Services Product Specialist
1 week ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeWe are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...
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Investment Professional Opportunity
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeSenior 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...
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Financial Conduct Authority Senior Supervisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeSalary: £64,000 - £70,400">The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department. As a key member of this team, you will be responsible for analysing business models and strategies of firms, identifying conduct risks that could cause harm to consumers...
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Senior Financial Analyst Position
1 month ago
Edinburgh, Edinburgh, United Kingdom NatWest Full timeSenior Financial Analyst PositionWe are seeking a skilled Senior Financial Analyst to join our team at NatWest.Key ResponsibilitiesManage the analysis of complex cross-franchise and pan-bank requirements for Financial Crime & Due Diligence functions.Capture, validate, and document business and system requirements, ensuring alignment with key strategic...
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Financial Planning Consultant
3 days ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob 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...
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Senior Accountant Position
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full timeAbout the RoleThis senior accounts position is an exciting opportunity to join a forward-thinking firm of chartered accountants in Edinburgh. As a senior accountant, you will be responsible for providing an excellent service to a portfolio of clients, while also being given a high degree of independence in your work. The firm promotes flexible working and...
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Senior Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeKey Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...
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Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob OverviewWe are seeking a highly skilled Senior Supervisor to join our team at the Financial Conduct Authority. In this role, you will be responsible for supervising and carrying out proactive- and reactive-casework, along with projects on firms in our portfolios.About the RoleThe successful candidate will have experience of financial analysis and dealing...
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Product Development Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full timeNucleus Financial Platforms group is seeking an experienced professional to join their team as a Product Analyst. In this role, you will work closely with the Head of Wrap Proposition and Products to design and deliver our proposition roadmap. The focus will be on enhancing our Wrap proposition for Adviser Firms, improving the efficiencies of adviser firms...
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Financial Consultant Opportunity
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob OverviewAward-winning Chartered Financial Adviser firm Eden Scott requires a Chartered (or near completion) Financial Adviser/Senior to join one of their teams in Edinburgh or Glasgow.This is a rare opportunity to work with an industry leader who prides themselves on exceptional client service and company ethics, achieving growth through strategic...
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Financial Director Position
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Rutherford Cross Full timeRutherford Cross - Financial Director PositionAre you a fully qualified accountant with experience as a Director of Finance or Head of Finance? We are seeking a skilled and experienced finance leader to join our Edinburgh-based not-for-profit client on an initial 4-6 month period.The Role:Budgeting and Reporting: Manage the annual budgeting process,...
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Senior Business Adviser
1 week ago
Edinburgh, Edinburgh, United Kingdom Azets Full timeAre you looking for a challenging role in financial leadership?Azets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics.We are seeking an experienced Audit Partner to join our Edinburgh office and play a key role in the Central Scotland leadership team.The successful candidate will lead on dealing with a...
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Strategic Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM 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...
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Hybrid Financial Services Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeKey ResponsibilitiesProvide technical research and report writing support to financial advisers.Work closely with the team to deliver high-quality advice to clients.Contribute to the development of the company's growth strategy.For a senior/experienced appointment, there may be opportunities to train, mentor, coach, and support colleagues, and contribute to...
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Financial Leadership Role
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full timeJob DescriptionThis role is an excellent opportunity for a qualified accountant to join our team as a senior accounts position. As a senior accountant, you will be responsible for managing a portfolio of clients, preparing their yearly statutory accounts, processing vat returns, and HMRC tax returns. You will work directly with clients, conducting...
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Financial Planning Support Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob OverviewWe are seeking an experienced Paraplanner or Senior/Paraplanner Team Leader to join our team in Edinburgh or Dundee office. The successful candidate will provide essential support to our financial advisers through technical research and report writing.
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Financial Planning Support Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout Eden ScottA leading financial advice firm in Edinburgh seeks an experienced paraplanner or senior paraplanner with a diploma minimum. This role offers flexible hybrid working, exam support, and excellent benefits.Job OverviewThe ideal candidate will attend client meetings alongside Financial Planners and Directors, communicate with clients in the...
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Senior Bookkeeper and Financial Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom John G MacKintosh Full timeJob DescriptionWe are seeking an experienced Senior Bookkeeper and Financial Coordinator to join our team at John G MacKintosh. As a Senior Bookkeeper, you will be responsible for supporting business financial management by drafting Management Accounts. This will involve journal postings, accruals, and prepayments activity.A competitive salary of £40,000 -...
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Chief Financial Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom LHH Recruitment Full timeHead of FinanceWe are seeking a skilled and results-driven Financial Operations Director to join our team at the Royal Society of Edinburgh.Location: Based in Edinburgh, with occasional travel within ScotlandSalary: Up to £70,000 per annum, depending on experienceThe Royal Society of Edinburgh is Scotland's National Academy, working to inspire, engage,...