- Familiarity with handling confidential data
- Associates degree in finance, business administration, or accounting
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Financial Planning
2 days ago
Hutcheon Mearns Ltd Edinburgh, United KingdomHutcheon Mearns is delighted to be exclusively engaged by a high growth, private equity backed business on the role of Financial Planning & Analysis Lead (FP&A Lead). · **Position profile** · As FP&A Lead, will play a crucial role in driving financial performance through strategi ...
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Financial Planning Director
1 week ago
Redmill Resourcing Edinburgh, United Kingdom Full timeFinancial Planning DirectorEdinburgh · As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understand ...
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Financial Planning Administrator
1 week ago
MB Fitzgerald Edinburgh, United Kingdom**Financial Planning Administrator - up to £35,000 plus Benefits - Edinburgh** · A good client of ours is currently in the market to recruit for a Private Client Associate to join their Edinburgh office. · The company offers a hybrid working model with flexibility to be based fro ...
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Trainee Financial Planning Administrator
2 days ago
Ortus PSR Edinburgh, United Kingdom**Trainee Financial Planning Administrator** · **Location: Edinburgh** · **Salary: £18,000 - £22,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth cli ...
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Financial Planning and Analysis Lead
1 week ago
Adarma Limited Edinburgh, United KingdomWho we are · ADARMA began life in 2009, with a fierce determination to make cyber resilience a reality for every organisation, every day. This has guided us as we've adapted and grown to become one of the UK's leading threat specialists. Our journey is remarkable. But what's ahea ...
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Financial Planning
1 day ago
COREcruitment UK Edinburgh, United KingdomFinancial Controller | Edinburgh | Hospitality | up to £50,000 · We have a fantastic opportunity for a talented Financial Controller to join our team and continue to provide outstanding financial support and success to this client's operations. · To be considered for this role yo ...
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Financial Planning
1 week ago
Resourcing Group Edinburgh, United KingdomFinancial Planning Director Edinburgh · As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understan ...
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Financial Planning Administrator
1 week ago
Idex Linlithgow, United KingdomIdex Consulting have an opportunity for a Financial Planning Administrator to join an IFA. · To provide administrative support to the practice and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that the clients receive a high ...
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Financial Planning Administrator
6 days ago
IDEX Consulting Ltd Linlithgow, United KingdomIdex Consulting have an opportunity for a Financial Planning Administrator to join an IFA. · To provide administrative support to the practice and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that the clients receive a high ...
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Financial Planning and Analysis
4 days ago
Emerson Cumbernauld, United KingdomThis Financial Planning and Analysis Lead role is responsible for assisting the Emerson Gas business' Financial Planning & Analysis (FP&A) function globally. In addition to the responsibilities outlined below, this role will assist in the preparation of commercial and operational ...
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Financial Planning Administrator
1 week ago
Pertemps Scotland Edinburgh, United Kingdom Full timeMy client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. · Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. ...
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Trainee Financial Planning Administrator
2 days ago
Recruit UK Stirling, United KingdomA small and collaborative company in Stirling are looking to bring on a Trainee Financial Planning Administrator. This firm provides independent financial advice to their loyal client base whom they've been servicing for a number of years. This will provide you with an opportunit ...
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Financial Planning and Analysis Manager
6 days ago
Green Recruitment Company Edinburgh, United KingdomJob title: Financial Planning and Analysis Manager · Location: Edinburgh, Scotland, United Kingdom (Hybrid) · The Green Recruitment Company are delighted to be working with a leading Renewables company with global offices to find their next FP&A Manager in London. · Embark on an ...
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Independent Financial Adviser
4 days ago
AFH Financial Group Edinburgh, United Kingdom**Independent Financial Adviser - Edinburgh & Dunfermline** · At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. · In t ...
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Paraplanner
1 week 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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Finance Business Partner
20 hours ago
Meraki Talent Limited Edinburgh, United KingdomMeraki Talent are delighted to be exclusively engaged on the role of Finance Business Partner for a market leading business based in Edinburgh. The role is offering up to £47,000 per annum + bonus + benefits. · The Company · The business is an award-winning, market leader which p ...
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Finance Business Partner
1 week ago
Meraki Edinburgh, United KingdomMeraki Talent are delighted to be exclusively engaged on the role of Finance Business Partner for a market leading business based in Edinburgh. The role is offering up to £47,000 per annum + bonus + benefits. · **The Company** · *** · The business is an award-winning, market lead ...
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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 Paraplanner
2 days ago
Reed Insurance Edinburgh, United Kingdom**Are you looking to take the step in your career as a Trainee Paraplanner?** · **Fantastic New Trainee Paraplanner Opportunity in Edinburgh** · **Hybrid/WFH - Study Support** · **Salary up to £33K DOE plus excellent benefits package** · Our client is an established Financial Pla ...
Financial Planning - Edinburgh, United Kingdom - Mirador
Description
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.
We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.
Our firm is at the intersection of finance and technology.Our team is fundamentally changing one of the world's largest growing industries—financial reporting. To learn more about the benefits of working for Mirador, please visit our website.
You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.
Organize, sort, and enter data from financial statementsData feed management
Liaise with team lead on system & data issues
Comfortable with technology, software tools & applications.
-0-2 years Data entry experience
Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Full-TimeEntry-level
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