- Build links with the clients' other professional advisers to ensure seamless client experience.
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
- Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients. Background of the Financial Planner
- Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
- Previous experience in an IFA Role.
- Minimum Level 4 qualified on route to Chartered status
- Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place. Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you'
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Financial Planner
1 week ago
Recruit UK Edinburgh, United Kingdom**Are you well versed in giving financial advice and looking for a new challenge?** · An Edinburgh firm who prides themselves on providing top-notch independent advice to their loyal client base is looking for a Financial Planner who can hit the ground running. You will have the ...
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Financial Planner
2 days ago
MB Fitzgerald Edinburgh, United Kingdom**Financial Planner - Edinburgh - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** · MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienc ...
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Financial Planner
2 days ago
MB Fitzgerald Edinburgh, United Kingdom**Financial Planner - Edinburgh - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits** · MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Plann ...
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Financial Planner
1 day ago
Jigsaw Recruitment Edinburgh, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Edinburgh · - Salary: £45,000 to £65,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Planner: Covering the Edinburgh area£45,000 to ...
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Financial Planner
5 days ago
Jigsaw Recruitment Edinburgh, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Edinburgh · - Salary: £45,000 to £65,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Planner: Covering the Edinburgh area£45,000 to £ ...
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Financial Planner
1 week ago
Recruit UK Edinburgh, United KingdomAn esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. · In this role, you will have the opportunity to work with an esta ...
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Financial Planner
6 days ago
CAPIO RECRUITMENT LIMITED Edinburgh, United Kingdom**Job Title: Financial Planner** · **Salary: £40,000 - £50,000 + Bonus** · **Location: Edinburgh** · This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. · The ...
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Trainee Financial Planner
1 week ago
Recruit UK Edinburgh, United Kingdom**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 sub ...
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Assistant Financial Planner
1 week ago
Mazars Edinburgh, United Kingdom**Overview of the Service Line** · Our unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to: · - Individuals · - Business Owne ...
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Trainee Financial Planner
2 days ago
MB Fitzgerald Edinburgh, United Kingdom**Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** · Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Plan ...
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Trainee Financial Planner
1 week ago
BWD Search & Selection Edinburgh, United KingdomBWD are working on behalf of a long established national advisory business in the recruitment of a trainee financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunities withinthe team. · Working from ...
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Financial Planner
6 days ago
IDEX Consulting Edinburgh, United KingdomThe Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. · You will be capable of building relationships with both new and existing privat ...
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Senior Financial Planner
6 days ago
Eden Scott Edinburgh, United KingdomMy client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. · Their client base includes ex ...
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Private Client Financial Planner
5 days ago
Idex Edinburgh, United KingdomThe Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. · You will be capable of building relationships with both new and existing private ...
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Digital Administrator Apprentice
1 week ago
QA Ltd Edinburgh, United Kingdom**About Verity Financial Planners** · Verity Financial Planners is a friendly Family run business established in 2021. The word Verity finds its origins in Roman mythology as "Veritas", the goddess of truth. The concept of truth, and with-it honesty, transparency, and reliability ...
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Paraplanner
6 days ago
IDEX Consulting Ltd Edinburgh, United KingdomAs 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 tocommunicate to clients. You ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Edinburgh City Centre (hybrid role). · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You ...
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Client Services Administrator
6 days ago
Montpellier Resourcing Edinburgh, United Kingdom**Hybrid working available** · **£ EXCELLENT plus bonus and benefits** · A boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their client team. You will be responsible for ensuring that all work agreed with the clients is deli ...
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Paraplanning Team Leader
6 days ago
Progeny Edinburgh, United Kingdom**Description**: · As a Paraplanning Team Leader you will be responsible for the day to day running and development of the paraplanning team, ensuring that work is produced efficiently and to the highest standard. You will work collaboratively with your team members to ensure a c ...
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Financial Adviser
6 days ago
Truestar Talent Ltd Edinburgh, United KingdomMy client has become a driving force within the independent financial advisory and employee benefits sector. · Due to increasing business levels my client is looking for a remote financial advisers based out of their Edinburgh office. · The successful applicant for the Financial ...