Chartered Associate Financial Planner
3 weeks ago
I have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.
We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.
This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range of public and private assets and join a firm in an exciting growth phase.
Key Responsibilities:
Support existing and develop new relationships with private clients.
Develop a complete understanding of client’s business objectives, goals and market challenges and ensure relationship plan is consistent.
Educate clients on emerging trends, market outlooks, issues, regulatory/tax changes etc.
Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.
They are looking for someone technically brilliant with lots of energy and ambition.
This is an extremely unique role and will be highly rewarded in compensation.
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Financial Advisor
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Financial Advisor
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Glasgow, Scotland, Scotland, United Kingdom IDEX Consulting Ltd Full timeWe are working on some excellent opportunities for a number of Financial Planners to join a growing financial planning firm as desk based Financial Advisers. Delivering excellent financial planning, advice and service to clients. This role is hybrid and you should be within a commutable distance to Glasgow or Edinburgh as there are offices in these...
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Paraplanner
3 months ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering hybrid working, exam support and excellent...
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Paraplanner
3 months ago
Edinburgh, Scotland, Scotland, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Associate Solicitor
3 weeks ago
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Paraplanner
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Paraplanner
4 months ago
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Associate Electrical Engineer
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FPGA Engineer
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Head of Business
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Associate Solicitor
2 months ago
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CASS Reconciliations Analyst
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KYC Analyst/Senior Analyst
3 months ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeKYC Analyst/Senior AnalystCompetitive SalaryPermanentEdinburghMeraki Talent is currently working with a prominent UK-based financial services firm, seeking highly motivated KYC Analysts to join their team in Edinburgh. In the role you will provide comprehensive support to fund managers and investors, delivering high-quality services with a strong commitment...
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Paraplanner
1 week ago
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Senior Commercial Manager
2 months ago
Edinburgh, Scotland, Scotland, United Kingdom Taylor Hopkinson | Powered by Brunel Full timeSenior Commercial Manager required for a major offshore wind developer based in ScotlandResponsibilitiesOwn and run the tendering process in cooperation with Package/Project Manager and Engineering for own areas.Be responsible for the tender strategy and ensure it is aligned with the overall Package/Project Procurement Strategy.Engage with Package/Project...
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HR Administrator
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Edinburgh, Scotland, Scotland, United Kingdom Scottish Building Society Full timeScottish Building Society is a mutual building society, which means we’re owned by and run for the benefit of our members. We started life in 1848 and are now the oldest remaining building society in the world. We're as true to our purpose today as the day we were founded. We help the people of Scotland and beyond to buy homes and save for the future...
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Account Manager
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Senior Building Surveyor
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