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.
Our client, a bespoke FCA regulated life and pensions service provider based in Edinburgh, is seeking an experienced Resource Planner with a strong background in Planning and Forecasting.
Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
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.
This firm focus on providing a high quality financial planning and investment management service.
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 • £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.
Our client, a well-established life and pensions company is currently open for a great opportunity for the right candidate to take the reins as a MI Analyst.
This role will be best suited for the candidate with a high degree of knowledge in the pension industry and has experience working with Power BI/Tableau.
You will be a crucial part of delivering insight that supports evidence-based decision making across the business and identifying areas of failure demand and inefficiency.