Financial Planner - Edinburgh, Scotland

Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. · ...

You will provide financial planning advice to UBS Wealth Management UK clients working alongside UBS client advisors. · ...

Your role · As a Financial Planner you will provide financial planning advice to UBS Wealth Management UK clients. · ...

A Financial Planner will provide financial planning advice to UBS Wealth Management UK clients in London or Edinburgh offices. · ...

+ Azets Wealth Management is one of the UK's leading independent financial advisory teams embedded within a professional services environment. · + With over £1 billion in assets under management and a client service rating of 4.8 out of 5, · + the team delivers bespoke, whole-of- ...

We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. We operate hybrid working enabling home and office working. · The Progeny Planner Academy was established to provide a structured career path for tale ...

Mercer Private Wealth seeks a Financial Planner to manage existing clients and new business opportunities in Scotland. · We help you be your best through professional development opportunities, interesting work and supportive leaders. · ...

About the job: · Are you an experienced Financial Planner ready to take the next step in your career? We're looking for technically strong, client-focused Financial Planners to help develop our growing team. · This is a hands-on role where you'll provide high-quality financial pl ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. · This role is perfect for someone who enjoys working collaboratively, · supporting clients, · & ensuring processes run smoothly. · You'll play a key part in helping our Financial Pl ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team.You'll play a key part in helping our Financial Planners deliver excellent service. · ...

As a Paraplanner you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients aims and needs to construct solutions as a tool for advisors to communicate to clients. · ...

As a Paraplanner you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. · ...

Wealth Management Administrator · Location: Edinburgh (hybrid working available) · Salary range: £32,000-£37,000 · Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established complianc ...

+Job summary · We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners.QualificationsLevel 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential. · +BenefitsCompetitive salary · ...

· Job Description: · Wealth Management Administrator · Location: Edinburgh (hybrid working available) · Salary range: £32,000-£37,000 · Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within ...

Senior Financial Planner Glasgow or Edinburgh · Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. · The clients are based in Scotland, mainly the Glasgow and Edinburgh area. They foster a vi ...

As a Paraplanner you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. · ...

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded wealth management firm based in Edinburgh. · ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. · Key Responsibilities:Use Intelligent Office (IO) to accurately record and maintain client information. · ...

+Job summary · Excellent opportunity for an experienced Financial Planning Administrator to join a highly regarded wealth management firm in Edinburgh. · +ResponsibilitiesProvide administrative support to Financial Planners and Paraplanners · Prepare and process new business and ...