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Jobs in Edinburgh, edinburgh, gb

Last updated: 21 days ago
Financial Planner

Financial Planner

Hymans RobertsonEdinburgh
£32,000.00–£40,000.00 yearly
Permanent
As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a coll...Show moreLast updated: 30+ days ago
Private Client Solicitor - 3 - 6 years PQE

Private Client Solicitor - 3 - 6 years PQE

IDEX ConsultingEdinburgh
£43,000.00–£57,000.00 yearly
We are currently working with an established and highly successful boutique firm, which due to increased work, is looking to speak to Private Client specialists. Working closely with the Partner, yo...Show moreLast updated: 30+ days ago
SM185236 - Consultant in Paediatric Dentistry

SM185236 - Consultant in Paediatric Dentistry

NHS ScotlandEdinburgh, Scotland, GB
Permanent
NHS Scotland is committed to encouraging equality and diversity among our workforce and eliminating unlawful discrimination. The aim is for our workforce to be truly representative and for each empl...Show moreLast updated: 30+ days ago
Senior Private Asset Specialist

Senior Private Asset Specialist

HSBC Global Services LimitedEdinburgh, GB
Some careers shine brighter than others.If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or...Show moreLast updated: 21 days ago
Lead Systems Engineer - Synthetics Design Lead

Lead Systems Engineer - Synthetics Design Lead

LeonardoEdinburgh, GB
£35,000.00 yearly
Full-time
Leonardo has a fantastic opportunity for a Lead Systems Engineer to join a brand new department focussed on the development of Synthetics, Digital Products and Services that will transform the way ...Show moreLast updated: 30+ days ago
Project Manager - Waste & Recycling

Project Manager - Waste & Recycling

SLREdinburgh, United Kingdom
£70,000.00–£80,000.00 yearly
You will work with others in the process engineering team and other disciplines across the business including the Advisory, Environmental Management and Compliance, Land and Water and Environmental...Show moreLast updated: 30+ days ago
Aircraft Cleaner

Aircraft Cleaner

Menzies AviationEdinburgh
£11.95 hourly
This is what has driven our teams since 1833.Since that time, we have developed to become a critical partner in the global aviation industry, delivering time-critical logistics services at over 250...Show moreLast updated: 30+ days ago
Private Client Tax Senior Manager

Private Client Tax Senior Manager

Meraki Talent LtdEdinburgh
£70,000.00 yearly
Meraki Talent is working alongside one of the UK's fastest growing and most exciting accountancy firms on the role of Private Client Tax Senior Manager. Our client is one of the UK's leading Account...Show moreLast updated: 30+ days ago
HGV Driver

HGV Driver

Breedon Group plcEdinburgh, Scotland
£15.50–£22.50 hourly
Breedon Group plc stands as the UK's largest independent construction materials group, dedicated to delivering high-quality concrete, asphalt, and aggregates. We pride ourselves on our fast-paced, c...Show moreLast updated: 30+ days ago
Team Leader - Fund Accounting Oversight

Team Leader - Fund Accounting Oversight

M&GEdinburgh
£25,000.00–£27,500.00 yearly
Full-time
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.The team is respons...Show moreLast updated: 30+ days ago
Computational Architectural Designers

Computational Architectural Designers

Building Design PartnershipEdinburgh
£45,000.00 yearly
BDP Pattern is the sports and entertainment division of BDP, a global architecture and engineering practice with a network of studios across the UK, EMEA, Asia, North America and Latin America.Spec...Show moreLast updated: 30+ days ago
Retail Field Sales Representative – (Striker) – Red Bull Impulse – Red Bull Impulse Full TimePermanent

Retail Field Sales Representative – (Striker) – Red Bull Impulse – Red Bull Impulse Full TimePermanent

AcostaEdinburgh, United Kingdom
£28,375.00 yearly
Bonus : 15 % Performance Related Bonus.Equipment Provided : Company Vehicle, Fuel Card, Mobile Phone.Are the face of our brand, forging unbreakable relationships with key decision makers in independe...Show moreLast updated: 30+ days ago
Fire Door Joiner

Fire Door Joiner

Daniel OwenEdinburgh
£200.00 daily
Daniel Owen are a recruitment company that specialise in placing people within the maintenance, construction, engineering & rail industries. We are currently working on behalf of a large Fire Preven...Show moreLast updated: 30+ days ago
Senior Service Operations Manager - IT Enablement

Senior Service Operations Manager - IT Enablement

TSB BankEdinburgh, Scotland, GB
£85,000.00 yearly
At TSB, we’re transforming the service we provide our customers, and technology will be at the forefront of that change.It’s an exciting transformation and we’re investing in an enhanced in-house c...Show moreLast updated: 30+ days ago
Technology Transformation- Sourcing Advisory- Senior Manager

Technology Transformation- Sourcing Advisory- Senior Manager

KPMGEdinburgh, GB
KPMG’s Technology Transformation practice helps clients transform the way that CIOs and their management teams manage and deliver IT services to their customers. We help our clients to understand an...Show moreLast updated: 30+ days ago
Actuarial Consultant- UK Pensions – 27862

Actuarial Consultant- UK Pensions – 27862

Emerald Group LtdBirmingham / Edinburgh / Glasgow / London
£60,000.00–£80,000.00 yearly
Permanent
Key Duties (including but not limited to) : .Responsible for your client accounts, focusing on the preparation and delivery of advice to clients. coaching and managing less experienced members of the...Show moreLast updated: 30+ days ago
Customer Services Technician

Customer Services Technician

Miller HomesEdinburgh, GB
At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to p...Show moreLast updated: 30+ days ago
Domestic Cleaner

Domestic Cleaner

Molly MaidEdinburgh, GB
Full-time
We’re growing and looking for cleaners to join our team!.Here are some of the some of the benefits to working for MOLLY MAID : . Family friendly hours – no work evenings or weekends.You will receive a...Show moreLast updated: 30+ days ago
Optometrist

Optometrist

Costco WholesaleEdinburgh, GB
We offer great jobs, great pay, and a great place to work! We are currently looking for a full time Optometrist for our Edinburgh Warehouse. In return, we can offer a competitive salary, personal an...Show moreLast updated: 30+ days ago
ITU Nurse - ASAP Start

ITU Nurse - ASAP Start

Your World RecruitmentEdinburgh?, GB
£28.00–£42.00 hourly
Hello, thank you for taking the time to look into our fantastic opportunities! We are contactable and here to support you 100%. We have work in every NHS Hospital in Scotland; we are a framework age...Show moreLast updated: 30+ days ago
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Financial Planner

Financial Planner

Hymans RobertsonEdinburgh
30+ days ago
Salary
£32,000.00–£40,000.00 yearly
Job type
  • Permanent
Job description

The Vacancy

As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional connections and via other channels (such as Unbiased).

You will have support from a paraplanner and financial administrator and will work closely with the wider financial planning team. You will be provided with full training and ongoing support with your career development.

With high levels of professionalism, you will be interacting with key decision makers at some of the UK’s largest corporates. You will be comfortable presenting to large groups of people, as well as great at establishing strong relationships with individuals, demonstrating empathy and a client centric approach.

You’ll have a strong history of delivering positive outcomes for your financial planning clients, and you’ll be comfortable using a centralised investment proposition.

You will be a proven business winner and a proactive team player, with the drive and commitment to deliver excellent outcomes for both clients and the business.

Role Responsibilities

Winning work

  • Generate new business and build introducer relationships.
  • Play a key role in our workplace services, working collaboratively with our corporate team (e.g., delivering and attending webinars and seminars for large employers, potentially acting as ‘Lead Adviser’ with some relationships, and running one-to-one guidance sessions with employees).

Client-centric financial planning

  • Developing strong relationships to win and retain clients, managing client relationships through meetings and high-quality communications.
  • Conducting in-depth assessments of clients’ financial circumstances, current provisions and future aims and goals.
  • Upholding our values of client-centricity at all times.
  • Preparing plans and financial strategies best suited to individual clients’ requirements.
  • Reviewing and responding to clients’ changing needs and financial circumstances.
  • Proactively contacting clients with news of market or legislation changes that may affect their savings and investments.
  • Compliance

  • Meeting all regulatory aspects of the role, e.g., requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided.
  • Adhering to all compliance processes and procedures, including maintaining a valid Statement of Professional Standing.
  • Keeping up to date with financial products and legislation and setting and completing training and competence requirements.
  • Research and technical duties

  • Researching information from various sources, including providers of financial products.
  • Where appropriate, negotiating with product suppliers for the best possible rates.
  • Act as a source of knowledge and skill in the team.
  • Qualifications

  • RQF level 4 qualified.
  • Diploma Financial Planner Status
  • Skills and experience

  • Demonstrable experience as a regulated financial adviser.
  • Excellent communication, interpersonal, and listening skills.
  • Comfortable presenting to groups of people.
  • The capability to explain complex information simply and clearly.
  • The ability to network, establish relationships with clients and potential future clients.
  • Demonstrate excellent research and analytical skills.
  • Possess negotiation and influencing skills as well as determination and tenacity.
  • High levels of numeracy and IT skills.
  • Personal attributes

  • An ethical and professional approach to work.
  • Focus on excellent client service and outcomes.
  • High levels of professionalism and attention to detail.
  • Apply discretion and an understanding of the need for client confidentiality.
  • A team player, supportive of colleagues, and helping others develop their careers.
  • Self-motivation, organisation, and being able to prioritise effectively.
  • A flexible approach to work.