Financial Adviser jobs in Bonnyrigg
- Energy Saving TrustEdinburgh EH2 1DF
- You will translate complex financial information into clear, meaningful advice, helping budget holders and senior stakeholders understand performance, manage…
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- See popular questions & answers about Energy Saving Trust
- Nucleus Financial GroupEdinburgh
- Qualified accountant with experience of managing teams and projects in Commercial Finance, Partnering, FP&A and financial control ideally within financial…
- Royal Bank of CanadaEdinburgh EH3
- RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on…
- Royal Bank of CanadaEdinburgh EH3
- You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results…
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- UBSEdinburgh
- Provide holistic financial planning advice to clients;
- Understand clients' long-term financial objectives;
- As a Financial Planner, you will provide financial…
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- Mortgage Advice BureauMidlothian
- Employment Type: Full-Time Employed.
- Chatting with clients to understand their mortgage and protection needs.
- CeMAP qualified (or equivalent) (must have).
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- JPMorganChaseEdinburgh EH12 9DH
- QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
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- Seven Investment ManagementEdinburgh
- To assist Advisers with providing an exceptional ongoing service to clients as well as supporting the onboarding of new clients into the business, this role…
- The Progeny Group LimitedEdinburgh EH1 2BB
- Further develop your knowledge of financial services, wealth management and FCA principles.
- Process a range of financial transactions, including contributions,…
- Working with and learning from some of the leading figures in the pensions industry, you’ll help deliver innovative solutions for prestigious clients.
- Royal Bank of CanadaEdinburgh EH3
- As a Director, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.
- Isio GroupEdinburgh
- Building financial models to help clients understand investment risks and expected returns.
- You’ll need to be comfortable working with numbers and interested in…
- Seven Investment ManagementEdinburgh
- Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability…
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- Seven Investment ManagementEdinburgh
- Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability…
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- Seven Investment ManagementEdinburgh
- To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support…
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- Seven Investment ManagementEdinburgh
- Create fee estimations within Commpay and ensure the accurate and timely processing of initial and ongoing adviser fees.
- Adaptable and open to change.
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Finance Business Partner
Finance Business Partner
Job details
Full job description
Up to £58,000 per annum (depending on experience)
Fixed term until 31 July 2027. Full time (37.5 hours a week)
The role
As Finance Business Partner, you will provide trusted financial support, insight and strategic input across the organisation. You will translate complex financial information into clear, meaningful advice, helping budget holders and senior stakeholders understand performance, manage resources and assess the financial implications of business decisions.
The team
You will join our Finance, Risk and Compliance team, which supports the organisation to manage funds responsibly, strengthen financial controls and make informed decisions. The team plays an important role in helping Energy Saving Trust deliver trusted services and programmes that support people, communities and organisations to reduce carbon emissions.
What you will do
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Partner with heads of department, programme managers, project managers and other stakeholders to support business, strategic and operational planning.
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Analyse monthly financial performance and explain key findings, risks and opportunities to non-finance colleagues.
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Support forecasting, budgeting and trend analysis, ensuring financial information is prepared in line with relevant accounting standards.
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Coach budget holders and project managers, building financial confidence, capability and accountability.
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Provide financial analysis and advice for organisational projects, bid submissions and income-generation activity.
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Use reporting and financial modelling to add value to decisions and help improve business performance.
What you will bring
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Proven finance business partnering experience in a large, complex organisation.
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Strong financial reporting and modelling skills, with a track record of turning data into useful management insight.
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Experience preparing management information packs and clear supporting commentary to tight deadlines.
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The ability to communicate complex financial information clearly to colleagues at different levels of seniority.
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A proactive and flexible approach, with resilience in a fast-paced environment.
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Excellent problem-solving skills and meticulous attention to detail.
Experience of working with a range of financial systems and a recognised accountancy qualification would be an advantage.
For more information, please see the job description
Please submit an anonymised CV and cover letter, removing your name, address, email address, and any other identifying details. Please note, applications submitted without a cover letter may be rejected.
Don't meet every criterion? We'd still love to hear from you. We're a learning organisation, and we'll support you to build the skills and experience you need to succeed in the role. Every application is considered on its merits, so please don't rule yourself out. Some of our most capable colleagues at EST didn't tick every box when they applied either.
Who we are
Energy Saving Trust is a leading and trusted organisation, dedicated to promoting energy efficiency, low carbon transport and sustainable energy use. We aim to address the climate emergency and deliver the wider benefits of clean energy as we transition to net zero.
At Energy Saving Trust we don’t just offer jobs – we offer careers. For our people, being part of the effort to address the climate emergency makes working for us truly meaningful and rewarding.
Work where you thrive
At Energy Saving Trust, flexibility isn’t just a policy, it’s how we work. Most of our roles can be done remotely, and many of our people choose to work from home full-time. Prefer an office environment? We have welcoming spaces in London, Edinburgh, Belfast, Cardiff and Hadleigh for those who want to connect in person.
We’ll support you with:
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Generous holiday (25 days + bank holidays + extra Christmas leave)
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True flexibility in how and where you work (subject to role requirements)
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Strong pension & life assurance
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Enhanced family leave
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Green travel perks (EV scheme, cycle to work)
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Professional development support
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Yearly wellbeing allowance
These are just some of the benefits we offer.
Want to know more about how we make flexibility real? Check out our Benefits and Culture page
Reasonable adjustments: We want to ensure that our recruitment process is inclusive of and accessible for, everyone.
If you think you may need additional support or reasonable adjustments made to any part of the recruitment process, please get in touch with recruitment@est.org.uk or call reception on +44 (0)20 7222 0101. We will do our very best to support you.
Diversity and inclusion
Energy Saving Trust is committed to creating a diverse, inclusive and equitable workplace where everyone can be themselves, with support to be their best.
We strongly encourage applicants from a wide range of backgrounds and with different identities and experiences to apply for roles with Energy Saving Trust.
We are a Disability Confident Committed employer and we ringfence a minimum number of interview slots for candidates who apply via the Disability Confident scheme and meet the criteria for a role. Find out more here.
You can find out more about our commitment to diversity and inclusion here.
To avoid disappointment, you are advised to submit your application as soon as possible as we reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately, once a vacancy has closed, we are unable to consider further applications
Please note, that we are unable to provide visa sponsorship for this post. To apply for this post, you must be able to demonstrate your eligibility to work in the UK