Trainee Financial Planner jobs in Edinburgh

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 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 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 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.

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...

You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support.

You will have back office support to help with any paperwork required.

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TA Partner @ Raymond James Wealth Management / Co-Founder @ ZapienSolar / Director @ TheGlassCompany 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, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners deliver excellent...

You will be part of a design team responsible for delivering practical electrical design solutions throughout the project lifecycle. Here's what you'll do: - Carrying out Medium Voltage and Low Voltage design work to DNO Standards

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

We are looking to hire a Senior Transport Planner in our Edinburgh team. Pell Frischmann is a leading international multi‐disciplinary consultancy with a rich history of delivering innovative and sustainable solutions across the built and natural environments. With a strong and growing presence in Scotland, our Scottish team works across the mobility sector focused on the development of...

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Senior Transport Planner (Remote) – Pell Frischmann Location: Edinburgh, Scotland, United Kingdom About Pell Frischmann Pell Frischmann is a specialist advisory and technical consultancy operating across the built and natural environment, helping to shape a better future for the communities in which we work. We offer consultancy services, with access to specialist sister companies and partners,...

A financial services recruitment firm is seeking a Paraplanner or Trainee Paraplanner to join their Edinburgh team. This position requires delivering exceptional client service alongside financial planners, providing technical support with financial analyses, and drafting detailed advice. Candidates should have experience in a Financial Planning firm and a diploma in Financial...

Independent Financial Adviser - Client Bank ProvidedAre you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with a leading Independent Financial Adviser who is growing the business across the...

A leading financial services provider is seeking a Client Delivery Lead to support Wealth Planners. This 12-month fixed-term role offers a hybrid working model with an emphasis on delivering excellent client service. Responsibilities include processing applications, coordinating diaries, and maintaining client databases. Ideal candidates will have prior experience in financial administration and...

Associate Director - Financial Services at Meraki Talent Ltd Paraplanner / Trainee Paraplanner Edinburgh Meraki Talent's Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities Work with the financial planning and client service teams to deliver an excellent level of client service Provide technical support to...

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 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.

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.

A well-known wealth management practice in Edinburgh is seeking a Trainee Financial Adviser. The role offers structured training and ongoing support, allowing you to work with clients' financial needs remotely. Ideal candidates will hold a Diploma in Financial Planning and preferably have experience in financial services. This position provides a competitive salary and uncapped bonus potential,...