WEALTH PLANNER jobs in COLINTON CITY OF EDINBURGH, United Kingdom

Skills Qualified Adviser - Certified as an “Adviser” - specified as a Wealth Planner in accordance with the relevant...Purpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management...

as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management... opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management...

Purpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management... locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When...

Why Johnston Financial? Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988...

partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years... created opportunity which will work alongside an established team of Investment Managers and a Chartered Financial Planner...