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 • £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.
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.
We are working with a company who are looking for a Quality Assurance and Training Analyst to join a newly re-imagined team on a 10month fixed term contract.
You'll help to support and promote excellent customer outcomes by quality-checking interactions and supporting the training delivery provided to the Client Solutions team.
Why Join the Team
Join the team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:.
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.