Investment Planning Jobs in Edinburgh
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Search results - Investment Planning Jobs in Edinburgh
JJ SEARCH LIMITED-Edinburgh
the necessary notes for the private client file / CRM record.
The Candidate
At least 1-2 years Client Services or Investment Management / Wealth Management support experience.
Wealth Management or Financial Planning administration background.
Strong...
Edinburgh
development and opportunities for career progression
Investment in your ongoing training (APC support)
Staff incentives and rewards scheme
Health Scheme
Flexible Working
Completive salary and packageEssential Criteria for the Town Planner
MRTPI Chartered Town...
cv-library.co.uk -
Lloyds Banking Group-Edinburgh
for coordinating the CIB strategic investment budget and portfolio, collaborating with CIB and broader Group collaborators to achieve revenue and cost goals successfully.
• Accountable for managing the CIB cost and FTE budget, driving efficiency and productivity...
appcast.io -
Edinburgh
The Company
My client is an independent and chartered Planning and Development Consultancy who is on the lookout for a dynamic Senior Town Planner to join the team in their Edinburgh office. They work on a wide variety of development projects...
cv-library.co.uk -
Vanloq-Edinburgh
Key Responsibilities:
• Lead the planning and execution of a major platform transformation, ensuring alignment with business objectives.
• Work closely with Technology Delivery teams to drive platform upgrades, migrations, and new feature rollouts...
Edinburgh
Your new company
An exciting opportunity to join an established Fintech SaaS company that provides a wide selection of products and services to companies across the Investment, Life and Pensions sectors. Having been established for over 20 years...
cv-library.co.uk -
QED Legal-Edinburgh
investment and asset management, where you’ll advise major institutional investors and asset managers on acquisitions, disposals, and portfolio management.
There are also roles within retail and leisure, working with major landlords, developers...
totallylegal.com -
Edinburgh
in Paraplanning – ideally in a regulated financial planning environment
Strong knowledge of pensions, investments, and tax planning
Ability to research, analyse, and produce high-quality reports
Level 4 Diploma (or working towards it) is highly desirable...
cv-library.co.uk -
Diligenta-Edinburgh
You'll be joining a people and technology-driven business, handling calls to and from customers about their life assurance, savings, investments, or pension plans. Whether helping customers planning for retirement, accessing investments, updating personal...
Edinburgh
specific business requirements for Transfer Agency and Fund Administration processes.
Analyse business processes in Transfer Agency (e.g., shareholder record keeping, investor communications, subscription and redemption processing) and Fund Administration...
cv-library.co.uk -
BDO UK-Edinburgh
as part of management team with other Audit Managers within the business group (e.g. resource planning, merit rate meetings and efficiency gains)
• Act as an ambassador of the firm, participates in office marketing events, keeps abreast of the wide range...
BDO UK LLP-Edinburgh
by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner.
2. People management responsibilities covering resource planning and allocation, performance management, training, and recommendations for promotion.
3. ..
appcast.io -
BDO UK-Edinburgh
by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner.
• People management responsibilities covering resource planning and allocation, performance management, training and recommendations for promotion...
Elevate Great-Edinburgh
and invest upstream. By getting early childhood right, we believe we can unlock human potential right now and for the future.
We partner with individuals, organisations, and communities that are driving innovative, evidence-based solutions rooted in early...
Venterra Group-Edinburgh
We pride ourselves in our investment in research and development with collaborative relationships with industry organisations providing thought leadership to the partners and clients we work with, whilst providing stimulating career and learning...
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