ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Premier Jobs UK Limited
Edinburgh
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead genera
Job Source: Premier Jobs UK LimitedAFH Wealth Management
Edinburgh
Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial
Job Source: AFH Wealth ManagementPremier Jobs UK Limited
Edinburgh
This home based Mortgage Advisor job in Scotland provided a regular supply of leads and admin support Their team of Mortgage Advisors benefit from the leads provided to write good levels of business, which they often compliment with some of their own self-generation. You will have full autonomy to run your own diary and choose your hours. Full admi
Job Source: Premier Jobs UK LimitedPinstripe Personnel
Edinburgh
MORTGAGE ADVISER Edinburgh / Glasgow Remote or Office Based £Salary+ Bonuses - OTE £55,000 + A successful and award winning Legal firm with its own Mortgage Broker has an exciting opportunity for a Mortgage & Protection Adviser. The role can be remote working or full-time office based. You will be supplied with everything you need to be successful
Job Source: Pinstripe PersonnelPremier Jobs UK Limited
Edinburgh
Are you keen to join a financial services network based in Scotland specialising in helping Mortgage Advisors improve efficiency, increase sales and develop your business profitability in a safe and business manner? The Company With 40 advisers nationwide across Scotland, our client company are seeking a further 10 advisers in Glasgow and Central S
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Edinburgh
This home based Protection Advisor job in Scotland within an award-winning mortgage brokerage provides opportunity to receive leads from their team of Mortgage Advisors. By proactively working closely with their Mortgage Advisors, you will receive active referrals for clients suitable for protection advice. In addition, their team regularly self-ge
Job Source: Premier Jobs UK LimitedLutine Bell
Edinburgh, Scotland, United Kingdom
Lutine Bell are currently supporting a growing Investment Platform looking to build out the Compliance function with several Compliance Advisory appointments. Salaries ranging from £40,000-£75,000 (plus bonus & benefits) Location : Edinburgh or SW England (flexible working) Responsibilities : Provide accurate and timely regulatory advice on first
Job Source: Lutine BellBusiness Stream
Edinburgh
Who we are Business Stream is one of the largest water retailers in the UK and a trusted service provider to over 300,000 business customers. With 16 years' experience of operating in a competitive water market - longer than any other retailer - we're the chosen service provider for businesses and organisations ranging from small corner shops to l
Job Source: Business StreamEdinburgh, Scotland, United Kingdom
Financial Planning Director Edinburgh
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 HNW & UHNW clients.
Key Responsibilities:
Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.
Client Relationship Management:
Nurture and expand client relationships through effective communication and tailored financial guidance.
Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
Market Analysis and Investment Strategy:
Stay abreast of market trends, economic indicators, and regulatory changes.
Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.
Risk Management:
Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
Collaborate with clients to establish contingency plans for unforeseen circumstances.
Tax Planning:
Work closely with clients to optimise tax strategies and minimise liabilities.
Stay informed about tax code changes and their potential impact on clients' financial plans.
Team Collaboration:
Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
Share insights and best practices to contribute to the collective expertise of the organisation.
Qualifications :
Bachelor's degree ideally in Finance, Business, or related field.
Minimum Level 4 CII, CISI or LIBF qualification but preference for level 6
Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
Strong analytical, interpersonal, and communication skills.
Benefits :
Competitive compensation package including potential Partnership
Health and retirement benefits.
Professional development opportunities.
Collaborative and dynamic work environment.
Financial Adviser jobs in Edinburgh, Scotland, United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.