Financial Adviser jobs in Dalkeith
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View similar jobs with this employerStandard LifeEdinburgh EH1 2DH- Annual leave
- Company pension
- We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and…
Paraplanner
NewCapio RecruitmentEdinburgh- Employee discount
- Company pension
- Private medical insurance
- Car scheme
- Discounted gym membership
- Prepare cashflows to help clients meet their long-term financial goals.
- Salary up to £55,000, hybrid working at 2-3 days in the office.
- Tempest JonesEdinburgh
- Financial planning services
- Company pension
- Proven experience in a financial planning role, ideally as Independent Financial Adviser.
- Tempest Jones Consulting is delighted to be working with a long-…
- Tempest JonesEdinburgh
- Employee mentoring programme
- Company pension
- Private medical insurance
- On-site parking
- Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
- Working with and learning from some of the leading figures in the pensions industry, you’ll help deliver innovative solutions for prestigious clients.
Estate Planning Consultant
Urgently needed1st Line Future PlanningUnited Kingdom2 hires made in past 30 daysTop-rated employer- Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
Paraplanner
Often replies in 5 daysPolicy Services LtdLinlithgow- Flexitime
- Referral programme
- Annual leave
- Sick pay
- Life insurance
- Company pension
- Liaise with and support advisers and introducers to fulfil financial planning needs for clients.
- You will have a sound understanding of financial products, FCA…
- Placing FacesEdinburgh
- Work from home
- £30,000 – £35,000 basic salary + commission.
- Candidates must be local to Edinburgh.
- Initial training period in Edinburgh with some face-to-face meeting with…
View similar jobs with this employerLegalAndGeneralEdinburgh- Strong understanding of mortality and morbidity risk factors, including financial underwriting.
- Requesting additional medical or financial information where…
- 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.
- Royal Bank of CanadaEdinburgh EH3
- Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.
- Strong understanding of financial planning principles,…
- Royal Bank of CanadaEdinburgh EH3
- In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and…
- Royal Bank of CanadaEdinburgh EH3
- In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and…
- 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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- M&G plcEdinburgh
- Work with colleagues across other areas within Finance and Risk to support delivery of financial reporting in line with regulatory deadlines.
- View all M&G plc jobs - Edinburgh jobs - Actuary jobs in Edinburgh
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- Business management, administration and support.
- Collaborate with different teams on strategic projects to improve our client experience and drive engagement.
Investment Proposition Reporting Consultant
Standard Life
·
3.8
Edinburgh EH1 2DH
£32,000 - £40,000 a year
-
Permanent, Full-time
Investment Proposition Reporting Consultant
Job details
Pay
£32,000 - £40,000 a year
Job type
Permanent
Full-time
Benefits
Pulled from the full job description
Annual leave
Company pension
Full job description
We have an incredible opportunity for an Investment Proposition Reporting Consultant to join our Product Communications and Reporting Department in Pensions and Savings
Job Type: Permanent
Location and flexible working: Edinburgh. All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here
Salary and benefits: Up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more
Closing Date: 1st October
Who are we?
We're Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role
You'll be responsible for producing fund fact sheets, infographics, performance reporting and other external facing information, ensuring these are fit for purpose and meet the needs of our customers.
You will play a role in enhancing the customer experience by transforming investment information into clear, engaging, and accessible reporting along with supporting our ambition to deliver high quality, customer focused fund and solution communications.
You'll be involved in the development of new investment reporting and changes to existing reporting as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives.
You will also be responsible for carrying out investigations and providing technical support to other business areas
What We're Looking For
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we've advertised and you believe that you can bring value to the role, we'd love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We're reviewing applications as they come in, so apply early to avoid missing out.
Find out more about working at Standard Life
Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
#LI-DS1
#LI-HYBRID
Location and flexible working: Edinburgh. All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here
Salary and benefits: Up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more
Closing Date: 1st October
Who are we?
We're Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role
You'll be responsible for producing fund fact sheets, infographics, performance reporting and other external facing information, ensuring these are fit for purpose and meet the needs of our customers.
You will play a role in enhancing the customer experience by transforming investment information into clear, engaging, and accessible reporting along with supporting our ambition to deliver high quality, customer focused fund and solution communications.
You'll be involved in the development of new investment reporting and changes to existing reporting as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives.
You will also be responsible for carrying out investigations and providing technical support to other business areas
What We're Looking For
- Knowledge of investments and investment propositions for the UK pensions industry
- Experience of creating and changing investment reporting
- Ability to clearly and effectively communicate information, ideas and plans to stakeholders
- Strong relationship building skills with the ability to collaborate with stakeholders both internally and externally and at all levels of the organisation
- Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we've advertised and you believe that you can bring value to the role, we'd love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We're reviewing applications as they come in, so apply early to avoid missing out.
Find out more about working at Standard Life
Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
#LI-DS1
#LI-HYBRID
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