Investment Advisor Jobs in Edinburgh
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Search results - Investment Advisor Jobs in Edinburgh
LOM Financial Group - Wealth Management-Edinburgh
the global presence to meet client needs.
Our Investment Advisors source, help build and advise upon a portfolio of assets from international high net worth clients. A LOM Investment Advisor develops long term relationships with our clients...
Edinburgh
compliance with investment approvals and a robust review process.
Develop and maintain relationships within Scotland's financial ecosystem, including advisors, institutional investors, and community partners.
Support portfolio management through...
cv-library.co.uk -
LOM Financial Group - Wealth Management-Edinburgh
to meet client needs.
Our Investment Advisors source, help build and advise upon a portfolio of assets from international high net worth clients. A LOM Investment Advisor develops long term relationships with our clients and is their trusted adviser.
Our...
LHH Recruitment-Edinburgh
approvals and a robust review process.
Develop and maintain relationships within Scotland's financial ecosystem, including advisors, institutional investors, and community partners.
Support portfolio management through the transition and ongoing management...
Edinburgh
Opportunities available nationwide. Please apply below for an instant invite to an online discovery session where you will find out more about this role and will be able to talk with the Area Manager.
FIELD SALES ADVISOR - £40k+ earnings
Flexible...
cv-library.co.uk -
AMG Search-Edinburgh
Responsibilities:
• Conduct research on financial products, investment options, and strategies
• Prepare and draft financial planning reports tailored to clients' needs
• Support advisers in preparing recommendations and ensuring compliance
• Liaise...
Edinburgh
goal of winning the global market and we believe that our team can build a product our customers love and use, time and time again.
About the role
We are seeking a motivated and customer-centric Customer Success Advisor to join our new, unique...
cv-library.co.uk -
Eden Scott-Edinburgh
there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers...
Edinburgh
Opportunities available nationwide. Please apply below for an instant invite to an online discovery session where you will find out more about this role and will be able to talk with the Area Manager.
FIELD SALES ADVISOR - £40k+ earnings
Flexible...
cv-library.co.uk -
Denholm Associates-Edinburgh
firms, pension providers, and leading investment platforms, to develop standards that streamline processes and benefit customers.
About the Role
To support an ambitious growth strategy, we’re seeking a talented and driven Business Development Manager...
Eden Scott-Edinburgh
Communicating with clients in the absence of the adviser
• Providing technical support
• Research and preparation of client advice in conjunction with Financial Planners and Directors
• Preparation of client reports / suitability letters
• Supporting advisers...
Meraki Talent Ltd-Edinburgh
experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting the Advisors/wider business and ensuring the smooth running of general operations.
Responsibilities:
• Assist...
Denholm Associates-Edinburgh
and leading investment platforms, to develop standards that streamline processes and benefit customers.
About the Role
To support an ambitious growth strategy, we’re seeking a talented and driven Business Development Manager. In this role, you’ll focus...
Eden Scott-Edinburgh
with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
As a close...
mindmatch.ai -
Edinburgh
Responsibilities:
• Conduct research on financial products, investment options, and strategies
• Prepare and draft financial planning reports tailored to clients' needs
• Support advisers in preparing recommendations and ensuring compliance
• Liaise...
cv-library.co.uk -
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