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  1. Financial Planning Assistant

    Posted today by Search

    Remote job
    Location:
    Edinburgh
    Job Type:
    Permanent

    Key Areas of Responsibility include. Using Intelligent Office to record client information. Ensuring tasks are added, updated and monitored on IO. Preparing pre meeting packs for new clients. Preparing client engagement letters with Financial Planners. Working with Financial Planner's to facilitate … more

    Apply Now
  2. Financial Planning and Analysis Accountant

    Posted yesterday by Sewell Wallis Ltd

    Remote job
    Salary:
    £50,000 - £60,000/annum
    Location:
    Edinburgh
    Job Type:
    Permanent

    Sewell Wallis are proud to be working with a global energy business known for their service excellence. This is a great opportunity for a practice-trained Accountant to work in a pivotal commercial role, which will see the successful applicant heavily involved in all aspects of business planning … more

    Apply Now