Full-time Financial Plan Director jobs in Midlothian, 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 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...