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.
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.
Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
This firm focus on providing a high quality financial planning and investment management service.
Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
General
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.
Robert Half are delighted to be working with a multi-disciplinary engineering firm based in central Edinburgh who are seeking a new Financial Controller.
Our client is a true specialist in their field.
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.