Financial Planning Trainee

Join deVere Group as a Financial Advisory Trainee (BDA) in PortoAbout UsdeVere Group is a global leader in independent financial planning, operating across Europe, the Middle East, Asia, and Australasia. We’re looking for driven individuals to join our Porto office as Financial Advisory Trainee (BDA), supporting a senior advisor in delivering world-class...

Join deVere Group as a Financial Advisory Trainee (BDA) in Porto About Us deVere Group is a global leader in independent financial planning, operating across Europe, the Middle East, Asia, and Australasia.We're looking for driven individuals to join our Porto office as Financial Advisory Trainee (BDA) , supporting a senior advisor in delivering world-class...

Job Description ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

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...

Eden Scott is seeking a highly motivated and ambitious Financial Adviser Trainee to join their expanding Wealth Management team. This is an excellent opportunity for a driven individual with a diploma in finance to gain their CAS status and develop an existing client base.The successful candidate will have a strong understanding of financial services and a...

**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...

Job OverviewA highly demanding position has arisen at IDEX Consulting, a National Wealth Management Firm with a significant presence in Glasgow and Edinburgh.Key ResponsibilitiesRecruit, manage, train and develop high-calibre Paraplanners within budget and headcount levels,Train and monitor new employees and ensure their sign-off as competent within agreed...

Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...

**Financial Planning Administrator**: - FPA13 Applicants **£24,000 - £28,000 Per Annum** - Full Time**Permanent** **Edinburgh, City of Edinburgh** **Accountancy** **Job Description**: - My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. - Financial...

At National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...

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...

Job Title: Financial Planning AssistantJob Summary:Heat Recruitment Ltd is seeking a highly skilled Financial Planning Assistant to join their team. As a Financial Planning Assistant, you will play a vital role in supporting the Advisers and Paraplanners in the financial planning process.Key Responsibilities:• Obtain information for Paraplanners and...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. In this role, you will provide support to our team of financial planners, preparing valuation reports, maintaining internal databases, and processing new business. You will also be responsible for dealing with...

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

**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...

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...

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 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...

Financial Planning Administrator / Edinburgh / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh. In addition to administrative tasks, role holders can...

Financial Planning AssistantWe are seeking a highly skilled and experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. As a key member of our financial planning team, you will provide technical support and expertise to our Financial Planners and Directors, ensuring that our clients receive the highest level of service and advice.The...