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Reed
Edinburgh
Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration! Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of thei
Job Source: ReedPertemps Glasgow
Edinburgh
My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part
Job Source: Pertemps GlasgowRMK Talent Solutions
Edinburgh
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
Job Source: RMK Talent SolutionsG2 Legal Limited
Edinburgh
An innovative law firm, who foster a culture of independence and enablement, is now seeking a Planning Solicitor/Senior Solicitor to join its team in Edinburgh. The team handles diverse planning instructions, focusing on contentious matters like appeals, inquiries, and judicial reviews. You will provide strategic advice, draft legal agreements, and
Job Source: G2 Legal LimitedJMC Legal Recruitment
Edinburgh, Scotland, United Kingdom
Are you an ambitious Planning Solicitor seeking high-quality work at one of the best law firms to work for in the country? This leading Scottish firm is seeking a Planning Associate (2+ PQE) to join their friendly Edinburgh team and have the opportunity to take on a high-quality contentious and non-contentious caseload. The Firm: Consistently rec
Job Source: JMC Legal RecruitmentThe Global Edge Consultants
Fife
Job Description The Global Edge is an international staffing firm connecting projects worldwide with the industry’s most talented project professionals. We work with high level technical and commercial personnel across multiple industries including Oil and Gas, Energy, Renewables, Infrastructure, Automotive and Motorsports, IT, Marine, Min
Job Source: The Global Edge ConsultantsManpower
Fife
Job Description One of our premier clients is looking for an Execution Planning Advisor for their petrochemical plant in Fife. This position is INSIDE IR35 Are you looking to make a significant impact in the execution planning of critical projects? This position offers the opportunity to lead and coordinate front-end execution planning activiti
Job Source: ManpowerManpower UK Ltd
Fife
One of our premier clients is looking for an Execution Planning Advisor for their petrochemical plant in Fife. This position is INSIDE IR35 Are you looking to make a significant impact in the execution planning of critical projects? This position offers the opportunity to lead and coordinate front-end execution planning activities, ensuring the su
Job Source: Manpower UK LtdEdinburgh
Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration!
Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of their company, delivering the exceptional service level that their clients deserve.
The Role:
Provide 1:1 Business Support to an Adviser, managing diaries and preparing meeting packs
Take charge of Client Management, from welcoming new clients to ensuring ongoing satisfaction for their existing clientele
Handle all necessary Regulatory Requirements with precision and care
We Need You to Have:
Experience in working within a similar role in a Financial Services environment
A keen understanding of financial service processes and a drive to improve them
IT Literate with Intelligent Office experience and a willingness to learn new systems
Proficiency in Microsoft Office, especially Word and Excel
On offer:
Competitive salary DOE
Hybrid working
The chance to be an integral part of a company that puts clients’ financial well-being first
A supportive environment where your work truly makes a difference
Ready to make an impact where it counts? Apply now and help our client guide their clients to financial success! Submit your CV or contact Pauline Low at Reed on .
Financial Planning Administrator jobs in Edinburgh
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