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SRS Partnership Ltd
Dundee
SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients. The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibili
Job Source: SRS Partnership LtdFocus Search and Selection
Dundee
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionFocus Search and Selection
Perth
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionJAM Recruitment Ltd
Perth, Perthshire
A global company that has some of the world's biggest companies as its customers is looking for a Project Planner to join their growing team within their Energy division. This role is available on a hybrid working basis, you'll be likely to work 3 days in the office. The Role As a Project Planner, you'll be developing work breakdown structures, rep
Job Source: JAM Recruitment LtdJAM Recruitment Ltd
Perth
A global company that has some of the world's biggest companies as its customers is looking for a Project Planner to join their growing team within their Energy division. This role is available on a hybrid working basis, you'll be likely to work 3 days in the office. The Role As a Project Planner, you'll be developing work breakdown structures, r
Job Source: JAM Recruitment LtdPenguin Recruitment
Dundee
Town Planner Dundee HR 11511 Salary: Negotiable depending on skills and experience An excellent opportunity has become available for a Town Planner to join an established planning and design consultancy in Dundee. The successful candidate will be joining supportive team and will have exposure to a variety of projects within the residential, com
Job Source: Penguin RecruitmentConrad Consulting Ltd
Dundee
We are currently seeking an experienced Construction Planner to join a reputable main contractor based in Central Scotland. The successful candidate will work alongside the wider project team to develop, maintain, and monitor project programmes to ensure successful delivery of projects in line with agreed timescales. Key Responsibilities: Develop
Job Source: Conrad Consulting LtdPenguin Recruitment
Perth
Penguin Recruitment is pleased to be working with one of the UK's leading consultancies on the appointment of an experienced Environmental Planner to their team in Perth (though the candidate can be accommodated from the Edinburgh or Glasgow offices). This is a full-time position. The company works in all development areas and is well-known and re
Job Source: Penguin RecruitmentDundee
Trainee Financial Planner required by a growing wealth management firm based in Dundee. You will be responsible for to providing advice to the clients and deliver tailored solutions across the areas of retirement, investment, and protection planning.
This role offers an existing client bank as well as full administrative, technical and compliance support.
Key Responsibilities:
Assessing individual clients’ financial circumstances, current provisions, and future goals.
Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.
Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
Develop and implement comprehensive financial plans tailored to meet clients' needs.
Foster strong client relationships through regular communication and proactive financial guidance.
Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice.
Required:
Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
Knowledge of Investments, Protection and Defined Contribution pensions.
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Financial Planner jobs in Dundee
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