At a Glance
- Tasks: Support financial planning services and bridge client administration with planning consultants.
- Company: Join James Hambro & Partners LLP, a leading firm in Edinburgh.
- Benefits: Career development opportunities in a client-focused environment.
- Other info: Dynamic team atmosphere with strong support for professional growth.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Minimum two years’ experience and Level 4 qualification, progressing towards Level 6.
The predicted salary is between 51750 - 63250 £ per year.
James Hambro & Partners LLP in Edinburgh is seeking an Assistant Financial Planner to join the Edinburgh Financial Planning Team.
You will bridge client administration and planning consultants, reviewing client circumstances and supporting delivery of financial planning services.
Candidates must have at least two years’ experience and be Level 4 qualified with ongoing progression toward Level 6.
This role offers a strong client-focused environment and career development opportunities.
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Assistant Financial Planner – Edinburgh, Client-Focused employer: James Hambro & Partners LLP
At James Hambro & Partners LLP, we pride ourselves on fostering a collaborative and supportive work environment in the heart of Bristol. As a Client Services Executive, you will benefit from our commitment to employee growth through ongoing training and development opportunities, while enjoying a culture that values teamwork and excellence in client service. Join us to be part of a dynamic team where your contributions are recognised and rewarded, making a meaningful impact in wealth management.
Contact Details:
James Hambro & Partners LLP Recruitment Team
