Financial Planning Consultant

24 hours ago

City of Edinburgh, United Kingdom Henderson Loggie Financial Planning Full time

Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.
We're excited to share that we're on the lookout for a new member to join our team as an experienced Financial Planning Consultant.
Our Financial Planning division spans across all areas of planning advice, guaranteeing that each day brings new challenges and experiences.
As a Financial Planning Consultant, you will provide financial advice to prospective and existing clients, following HLFP's ethical and legal guidelines.
This involves managing a current client base and ensuring their financial plans remain suitable and securing new clients.
Your base will be in our vibrant Edinburgh office, offering you the chance to experience our unique working environments.
What does this role include: The role is varied, and responsibilities include: Provide financial planning advice to a wide range of private and corporate clients.
Assist in the development and achievement of annual business targets and financial budgets.
Identify and establish contact with an allocated client bank and prospective clients.
Gather and analyse information required to provide financial planning advice.
Review existing client's circumstances regularly in adherence with internal procedures and take appropriate action.
Complete all administration in a timely and accurate manner in line with the guidelines as issued and amended from time to time by HLFP and its regulator.
Maintain performance standards in line with those detailed by HLFP in the Key Performance Measures document.
Create and maintain appropriate business relationships within HLFP and the wider Henderson Loggie organisation.
What we are looking for: Minimum of Diploma/Level 4 Financial Planning with previous experience in financial services desirable.
Excellent knowledge of FCA Regulations and strong technical expertise in pensions, investments, taxation, and estate planning.
Strong communication skills, both verbal and written, with the ability to clearly transfer technical knowledge to others.
Proficient in report writing with attention to detail and a high level of accuracy.
Excellent interpersonal and client servicing skills; adept at building relationships with clients and colleagues across various sectors.
Strong analytical skills, including experience with cash flow modelling.
Ability to work under pressure, prioritise workload, and meet deadlines.
A motivated team player who collaborates effectively, demonstrating enthusiasm, flexibility, and a proactive approach to CPD (Continuing Professional Development).
Why develop your career with us?
We are wholly owned by Henderson Loggie LLP who are a born and bred Scottish accountancy firm, established in 1909, and we believe in giving back to our local communities.
We raise money throughout the year for various charities, we give all staff one day for volunteering per year, we are also sponsor the Courier Business Awards and two budding ice-skating athletes based in Dundee ice arena.
When you choose to develop your career with us, you're choosing a firm that truly cares.
Our team members describe us as a medium-sized firm with a small-firm feel, where you're in charge of your own growth and development.
We're part of our own HL Training Academy to support our staff in reaching their personal and professional goals.
What you can expect: A competitive salary 35 days holiday per year & Holiday buy/sell scheme Generous pension contribution and life insurance scheme Continuous training and support via The HL Training Academy Birthday gift and Perkbox – discounts on supermarket, travel, retail, leisure and much more Professional Subscriptions Team and office wide social activities Enhanced paid leave (Maternity/Paternity/ Adoption/Bereavement & Compassionate Leave & Company Sick Pay) As an equal opportunities' employer, Henderson Loggie Financial Planning is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join our Firm.
Next steps If you're seeking a place to grow and take control of your career, we're ready to welcome you to our firm.
Here, your development is supported and valued every step of the way.

  • Financial Planning Consultant

    2 days ago

    Edinburgh, United Kingdom Henderson Loggie Financial Planning Full time

    Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We’re excited to share that we’re on the lookout for a new member to join our team as an experienced Financial Planning Consultant. Our Financial Planning...

  • Financial Planning Consultant

    2 days ago

    Edinburgh, United Kingdom Henderson Loggie Financial Planning Full time

    Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We’re excited to share that we’re on the lookout for a new member to join our team as an experienced Financial Planning Consultant. Our Financial Planning...

  • Financial Planning Consultant

    3 days ago

    Edinburgh, Scotland, Scotland, United Kingdom Henderson Loggie Financial Planning Full time

    Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We’re excited to share that we’re on the lookout for a new member to join our team as an experienced Financial Planning Consultant. Our Financial Planning...

  • Financial Advisor

    2 months ago

    Edinburgh, United Kingdom Quilter Financial Planning Full time

    ** 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 Advisor

    4 weeks ago

    Edinburgh, United Kingdom Quilter Financial Planning Full time

    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 Trainee

    4 days ago

    City of Edinburgh, United Kingdom Devere Europe Full time

    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...

  • Senior Financial Planning Consultant

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    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...

  • Financial Planning

    3 days ago

    City of Edinburgh, United Kingdom Lusona Llp Full time

    Financial Planning & Analysis Manager Hybrid Working Edinburgh Are you ready to drive financial strategies and deliver key insights in a high-impact role?Were seeking a skilled and forward-thinking Financial Planning & Analysis Manager to join an ambitious team in Edinburgh.Whats on Offer?Salary: Up to £60,000 per annum + comprehensive group benefits...

  • Financial Planning And Analysis Manager

    3 days ago

    City of Edinburgh, United Kingdom Lusona Consultancy Full time

    Financial Planning & Analysis Manager – Hybrid Working – Edinburgh Are you ready to drive financial strategies and deliver key insights in a high-impact role?We're seeking a skilled and forward-thinking Financial Planning & Analysis Manager to join an ambitious team in Edinburgh.What's on Offer?Salary: Up to £60,000 per annum + comprehensive group...

  • Financial Planning Assistant

    1 month ago

    Edinburgh, United Kingdom Heat Recruitment Ltd Full time

    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 Specialist

    7 days ago

    Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    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 Consultant

    5 months ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Financial Planning Assistant

    7 days ago

    Metropolitan Borough of Solihull, United Kingdom Capelin Financial Management Limited Full time

    Job Title: Financial Planning AssistantWe are seeking a highly organised and detail-oriented individual to support our Chartered Financial Planners. This role involves ensuring they are well-equipped to perform client servicing duties effectively.The ideal candidate will have excellent communication skills, proficiency in Microsoft Office, and experience in...

  • Transformation Consultant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    Unlock your potential as a Transformation Consultant at Nucleus Financial, where our purpose is to transform financial services and create better outcomes for our advisers and their clients.As a key member of our business readiness team, you will work with project sponsors across the company to define, maintain, and deliver process improvements that meet...

  • Citrus Connect Ltd | Estate Planning Consultant | Newcastle-Upon-Tyne, Tyne And Wear

    2 days ago

    City of Edinburgh, United Kingdom Citrus Connect Ltd Full time

    Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever.With over 50 years in financial services, our client has helped thousands secure their assets.As 60% of the population lacks wills, the demand for their services is unprecedented.The Opportunity: In this role as a Estate Planning Consultant, you...

  • Financial Services Consultant

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Bighornlaw Full time

    Job DescriptionWe are seeking a talented Financial Services Consultant to join our team at National Financial Network. As a key member of our organization, you will be responsible for providing expert advice to clients on financial planning and wealth management.About the Role:Develop and implement comprehensive financial plans for clients to achieve their...

  • Financial Consultant

    4 weeks ago

    City of London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Financial Planner OpportunityAt Deerfoot Recruitment Solutions Limited, we are seeking an ambitious and motivated financial planning professional to join our team as a Financial Planner. Key Responsibilities:• Hold a Level 4 Diploma in Financial Planning (CII or equivalent)• Have a strong understanding of financial planning principles and practicesWhat...

  • Strategic Financial Consultant

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

    We are seeking a highly skilled Strategic Financial Consultant to join our team at Hymans Robertson.The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.This is an exciting opportunity for a qualified Financial Adviser to work in a collaborative...

  • Senior Financial Planning Analyst

    1 week ago

    City of London, Greater London, United Kingdom Altum Consulting Full time

    About the Role:Altum Consulting is supporting a global healthcare and life science business in finding an experienced FP&A Manager to lead all commercial finance and collaborate closely with the CFO.The successful candidate will play a crucial part in the strategic financial management of the organisation, overseeing financial planning and analysis...

  • Financial Crime Consultant

    6 months ago

    Edinburgh, United Kingdom Lorien Full time

    We're currently recruiting for an experienced Financial Crime Consultant to join our **Edinburgh **office on an initial 6 month contract. **Key Responsibilities**- _This is a Line 1 Financial Crime consultant role and you will report to the Line 1 Financial Crime Manager._ - _ You will be required to provide consultancy support to strategic projects, to...