Financial Planner jobs in Edinburgh

Job Description Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a FS / Client Services Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation. The Client Services...

You will be involved in building and maintaining trusted client relationships, supporting business growth and contributing to the continued development of our Financial Planning offering.

You will be involved in building and maintaining trusted client relationships, supporting business growth and contributing to the continued development of our Financial Planning offering.

You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

Paraplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide technical support to financial planners by...

You will be supported and trained to build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business

You will have the flexibility you need to do your best work with hybrid work options.

You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.

Salary/Rate: To £50,750 + benefits + bonus Things haven't quite gone to plan have they? You love being a financial planner but you're at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you -...

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and...

You will ensure that regulatory requirements are clearly defined and implemented in a proportionate and cost‐effective manner. Managing a positive relationship with the regulator is a key part of this role.

A financial planning firm in Scotland seeks a Financial Planner to join a supportive team and access a portfolio of clients. You'll receive a competitive salary with the opportunity for significant bonuses, alongside a structured training program for your professional growth. This role promises a balance of client interaction and an excellent working environment, making it ideal for advisers...

Paraplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide technical support to financial planners by...

An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...

A leading infrastructure consulting firm in Edinburgh seeks a candidate to assist in project cost management and financial data analysis. Responsibilities include preparing cost forecasts and leading project cost review meetings. Ideal candidates will possess engineering experience and a proactive mindset. This role offers opportunities for growth and a hybrid work environment. Join us to help...

A global professional services network is seeking a Director of Financial Planning in Edinburgh. The role involves leading client relationships and providing independent financial advice to high-net-worth individuals. With a focus on business development, the position requires at least 5 years of advisory experience and Chartered Financial Planner status. The firm offers hybrid working options,...

You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking a...