Financial planning jobs in EdinburghCreate job alerts

Eden Scott's client is seeking a dedicated Paraplanner / Financial Planning Specialist to support their dynamic team in Edinburgh. As a Paraplanner / Financial Planning Specialist you will play a pivotal role in delivering exceptional service to our clients.

• £31,827 - £35,000 per annum, • Average uncapped bonus of £5,800 per year (with potential to earn more), • 5 days a week (This centre is closed on a Sunday)

• £29,607 - £29,607 per annum, • Average uncapped bonus of £3,600 year (with potential to earn more), • 5 days a week

• £31,827 - £35,000 per annum, • Average uncapped bonus of £5,800 per annum (with potential to earn more), • 5 days a week

Senior Corporate Finance & Financial Planning Manager for a renewable energy business in Edinburgh. Our client, a leading and high-profile international renewable energy business, has an exciting new job opportunity for a Senior Corporate Finance & Financial Planning Manager to join their high-pe...

Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.

Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.

Salary: Up to £80,000 Basic Salary (100k+ OTE).Recruit UK is partnering with a top-tier UK wealth management firm renowned for delivering bespoke financial planning and investment management services.Driven by a clear purpose, to empower more people through trusted advice, the firm is dedicated t...

Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.

Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses.

Role: Project Manager - Major Projects – BESS Location: Scotland (site-based 3 days per week, with some flexibility) Salary: £80,000–£100,000 + Bonus & Benefits The Opportunity We are working in partnership with a well-capitalised clean energy developer to recruit a Project Manager for th...

Lead financial planning, budgeting, forecasting, and reporting. Provide strategic financial advice to the Executive Tea. As part of our Senior Leadership Team, you’ll help shape a financially sustainable future that supports our mission and the people we serve.

This Senior IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planne...

Negotiable depending on experience).Are You Ready to Lead the Future of Financial Planning?.This is a genuinely rare opportunity for a Head of Financial Planning, we're seeking a leader who can drive our client’s team to new heights.If you have a passion for excellence, a knack for strat

Location: Fully remote but ideally based in Glasgow.We are working with a well established mortgage broker/financial planning firm who are looking for a self employed financial planner to join their team.They have a variety of introducers, including mortgage brokers, and other avenues of leads th...

This role is for 12-month maternity cover About Smart Data Foundry Smart Data Foundry has a purpose to unlock the power of financial data as a force to improve people’s lives. What we do We enable the research ecosystem to flourish through the provision of research ready real financial ...

We're delighted to be working with a mid-size, forward-thinking Financial Services organisation to recruit a Change Lead within their strategic delivery team. Operating on a hybrid, 2 days-per-week in office basis, this role can be based out of any of the client's offices in Edinburgh, Bristol or...

One of Scotland's most successful law firms are looking to hire a Legal Director to head up their Corporate Practice in Edinburgh. As a Senior Corporate Lawyer, you will lead and manage corporate transactions for commercial clients—ranging from SMEs to FTSE-listed firms—including M&A, restructuri...

It's not every day we have a chance to make the world a healthier place—but here, it’s our way of life. Idealistic? Maybe. Deeply pragmatic? Always. Real Chemistry is a global health innovation company that has carved out its space at the intersection between healthcare, marketing and communicati...

Top Tier Scottish law firm are looking to hire an Associate/ Senior Associate to join their highly successful Restructuring and Insolvency team- this role can be based in Edinburgh or Glasgow and hybrid-working is also on offer. Role Profile: • The role will involve work on distressed M...

About Smart Data Foundry Smart Data Foundry has a purpose to unlock the power of financial data as a force to improve people’s lives. What we do We enable the research ecosystem to flourish through the provision of research ready real financial data. We create data-driven insights based...

Mechanical Project Manager Location: Edinburgh, Scotland Company: Dalkia Scotland Reports to: Operations Manager Job Type: Full-Time Job Purpose At Dalkia Scotland, we’re looking for an experienced and motivated Mechanical Project Manager to join our team. You’ll be responsible for deliv...

Senior Project Manager Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that h...

Eden Scott’s client is seeking a Paraplanner Assistant to join their growing Wealth Management team in Edinburgh, supporting Financial Planners in delivering a high-quality and compliant client experience. As a key member of our Financial Planning Support Team, you will work closely with Fina...

This multinational firm holds an unparalleled reputation in the Projects and Infrastructure market. With a Tier 1-ranked team based in Edinburgh, they are regularly instructed on some of the highest-value and most complex projects globally. If you're ready to take the next step in your car...

Job Title: Electrical Project Manager Location: Edinburgh Contract Type: Permanent, Full-Time Job Purpose To liaise with Dalkia customers, ensuring a high-quality service while maintaining profitability and efficiency across projects. Key Responsibilities • Successfully manage projec...

Leading from the front, the Duty Manager is a critical role for the hotel where you will manage the smooth running of the front of house operation to ensure all our guests have a unique and enjoyable experience. Our guests will be your priority, you will be a strong communicator, with a great...

Join Our Clients Team as a Financial Planning Administrator – Temporary Role with Potential!. Financial Planning Administrator.

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 h...

Based Edinburgh, Glasgow, Aberdeen or Perth The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in. Job Description The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers

Due to expansion and staff progression, as well as increased client demand, they require a financial planning administrator to join their team in the city centre.

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. To be considered for this role, you must be a highly experienced senior manager with experience working with financial planners in a similar position. Leading the team of financia...

You will support in onboarding new clients, gathering data on client's existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. Prepare, process and monitor the delivery of new and existing client work, ensuring clients receive high qu...

The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. Based Edinburgh, Glasgow, Aberdeen or Perth The Busi...

This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right ...

This employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. In your role as a Chartered Financial Advisor, you will be provided with.

Are you a hands-on Anaplan modeller with a passion for financial systems? Looking to play a key role in transforming how financial planning happens across a global business?.We’re hiring a Finance Systems Data Modelling Analyst to join our Finance team in Edinburgh.This is a fantastic opportunity...

Financial Planning Administrator / Edinburgh / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working. In addition to administrative tasks, role holders can also be involved in client meetings, analytics and other mor...

Policy reporting and prioritisation advisor. The FCA regulates the conduct of 45,000 firms in the UK to ensure our financial markets are honest, fair and competitive. Supporting delivery of the Financial and Individual Market Reports, particularly their impact on prioritisation and planning, and ...

Working closely with the regional heads of other departments in the area to aid collaboration across the teams in the area in addition to recruitment, succession planning and overall growth of the business. An outstanding vacancy has arisen for Head of Financial Planning within a regional financi...

You’ll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, business planning, new legislation, and the efficiency and reliability of reporting processes. You will have experience in risk and ca...

As a Senior Manager within our Finance Consulting team you will specialise in Financial Planning and Analysis (FP&A) across Banking, Capital Markets, Insurance & Asset Management who will work closely with our Finance clients. With strong experience of delivering financial models the successful M...

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 f...

As a Project Engineer, you'll play a pivotal role in planning and delivering projects and commissioning works, all while working closely with key clients to meet critical deadlines. Monitor and report on the profitability of assigned projects, ensuring financial targets are met and reporting key ...

Financial Planning Director (Edinburgh). Sign in to set job alerts for “Financial Director” roles. Financial Planning Director (Edinburgh).

As part of our continued growth in this area, we have an opportunity for an experienced Financial Planner to join the Financial Planning team. As a Financial Planner in our fast-growing team, your primary responsibility will be to onboard and serve clients with their financial advice needs, helpi...

Stepping up from the Account Manager role, you should have a clear understanding of the programme as a whole (not just the projects you are working on) across your accounts, increasing your involvement in the strategic planning and financial management of your accounts and focusing on developing ...

Familiarity with cloud platforms such as Oracle Cloud Infrastructure (OCI) and Azure. Experience with Oracle ERP Cloud and Oracle EPM Cloud (Planning, Financial Consolidation, Account Reconciliation). Knowledge of Oracle Integration Cloud (OIC) and Oracle SOA Suite.