Wealth Advisor jobs in Edinburgh

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Senior Manager, Employer Covenant AdvisorWe're growing and want you to be a part of our journey.Pensions employer covenant advisory is a challenging and fast growing area. Isio's Covenant Solutions team assess the financial strength and commercial outlook of sponsors of defined benefit pension schemes, to understand the cash flows and assets available to support funding of pension liabilities....

You will manage your own caseload, collaborate with senior colleagues and liaise with a network of external advisors including tax specialists and wealth managers. There is also scope to contribute to thought leadership and business development.

You will join a highly respected private client advisory team, providing strategic tax insight to clients including: High-net-worth families Landed estates & rural businesses Trusts and executries Business owners and family enterprises Property and land transactions Your remit will include:

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...

You will deliver housekeeping and domestic support across the general estate, including apartment cleans.

You will help them to book appointments, arrange transport and where necessary, escort them on visits and assist with their shopping.

You will be a warm, friendly individual with ideally some experience of working in a care or support environment.

You will be able to use financial planning tools and modelling software in order to produce insightful client reports.

You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients.

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead...

You will be working as part of the team at a highly respected Partner Practice of St.

You will be part of the practice support team of 5, liaising with clients, providers, third parties, dealing with new business enquiries, and supporting 4 advisors

You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clients