An Edinburgh firm who prides themselves on providing high quality, independent advice to their loyal client base is looking for an experienced Financial Planner to join their team.
Are you well versed in giving financial advice and looking for a new challenge?
You will have the opportunity to work with an established client bank to service existing clients while also generating new business.
Posted by RMK Talent Solutions • £80K/yr to £140K/yr
Key Responsibilities
Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
General
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 understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients.
Posted by IDEX Consulting Ltd • £52K/yr to £75K/yr
I have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.
We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.
This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range of public and private assets and join a firm in an exciting growth phase.
Financial Advisor - All clients provided - Experienced Paraplanner's are also considered
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets.
They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices.
This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service.
Robert Half are delighted to be working with a multi-disciplinary engineering firm based in central Edinburgh who are seeking a new Financial Controller.
The role has come to market due to a retirement scheduled for early 2025, and as such, we are seeking a suitably experienced and qualified accountant to replace the current incumbent, with a significant handover period.