Financial Plan Director jobs in Scotland

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FINANCIAL PLANNING DIRECTOR

Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions. Develop and implement personalised, holistic financial plans addressing investment, retireme...

CompanyRmk Talent Solutions
AddressMidlothian, Scotland
CategoryBanking
SalaryCompetitive salary
Job typePermanent, full-time
Date Posted 3 weeks ago See detail

Financial Planning Director

Rmk Talent Solutions

Midlothian, Scotland

Competitive salary

Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions. Develop and implement personalised, holistic financial plans addressing investment, retireme...

Financial Planning and Reporting Senior Manager

Edf

Glasgow, Glasgow City

Not specified

The post holder will be responsible for leading the interaction with key stakeholders within the business in respect of financial reporting and planning in order to inform, influence and challenge decision-making particularly to e...

Senior Director: IDM Global Financial Operations

Pfizer

Dublin, Highland

Negotiable

Lead an integrated GBS culture across the IDM Global Financial Operations teams Dublin site to ensure a respect for diversity and inclusion across the functions, and drive colleague engagement (Changing Lives Together).. Partner w...

Audit Director - Financial Services (BDO Ireland)

Bdo Ireland

Dublin, Highland

Competitive

Proactively manage client expectations and be point-of-contact for clients. Working closely with Senior Executive levels in managing the audit specific requirements. Manage a portfolio of clients of variable sizes across different...

Financial Services Director

Avature

Dublin, Highland

Competitive

Are you passionate about supporting Organisations across Ireland achieve their business objectives while delivering excellence for their customers and their employees? Are you an experienced Consultant with a strong track record o...

Financial Planning Administrator

Reed Insurance

Midlothian, Scotland

£25,000 - £29,000 per annum, inc benefits

Provide1:1 Business Supportto an Adviser, managing diaries and preparing meeting packs. Take charge ofClient Management, from welcoming new clients to ensuring ongoing satisfaction for their existing clientele. Handle all neces...

Strategic Financial Planning and Analysis Manager

Scottish Prison Service

Edinburgh, City of Edinburgh

£57,360 - £63,104 per year

In return, we offer a package that aims to look after your health and wellbeing (employee assistance programme and lifestyle screenings), work-life balance (flexible/hybrid working) and professional development (funded CIPD subscr...

Financial Planning Administrator

Reed

Aberdeenshire, Scotland

£23,000 - £28,000 Annual

Collate information to support Financial Planning processes using various software systems. Compare products and providers using different systems. Assist with preparing paperwork for various products (e.g., pension, ISA, Bond). D...

Financial Planning

Coutts

Cambridge, Scottish Borders

For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial Planning. Well look to you to provide specialist, regulated banking advice to our private banking clients....

Associate Director, UK Stamp Duty and Global Financial Transactions Tax

Deloitte

Glasgow, Scotland

Preparation and review of tax technical advice on the UK Stampand Global Financial Transaction Tax (FTT) implications of fund mergers and rationalisations. Co-ordination of multi-jurisdictional FTT advisory projects for asset m...