What we do

As your recruitment partner, we believe we should be more than simply job order takers. That&rsquo;s why we adopt a partnership model, advising and offering real added value. These aren&rsquo;t just words, it&rsquo;s evident through our approach and innovative product range.
We select our colleagues for their passion and experience. As recruitment specialists, we each bring extensive market knowledge, industry qualifications and search expertise to every assignment.
We recruit across Accountancy &amp; Finance, Wealth &amp; Asset Management sectors.&nbsp;&nbsp;

Who you'll work with

Welcome to the Redmill Group. We are a group of companies that support the professional services markets with recruitment, HR and employee wellness solutions.

External links

Financial Planning Director Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Responsibilities: Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions. Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations. Client Relationship Management: Nurture and expand client relationships through effective communication and tailored financial guidance. Provide ongoing support and regular updates to ensure alignment with clients' evolving needs. Market Analysis and Investment Strategy: Stay abreast of market trends, economic indicators, and regulatory changes. Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives. Risk Management: Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks. Collaborate with clients to establish contingency plans for unforeseen circumstances. Tax Planning: Work closely with clients to optimise tax strategies and minimise liabilities. Stay informed about tax code changes and their potential impact on clients' financial plans. Team Collaboration: Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions. Share insights and best practices to contribute to the collective expertise of the organisation. Qualifications : Bachelor's degree ideally in Finance, Business, or related field. Minimum Level 4 CII, CISI or LIBF qualification but preference for level 6 Proven experience as a Financial Planner with a focus working with HNW &amp; UHNW clients. In-depth knowledge of financial markets, investment strategies, and regulatory requirements. Strong analytical, interpersonal, and communication skills. Benefits : Competitive compensation package including potential Partnership Health and retirement benefits. Professional development opportunities. Collaborative and dynamic work environment.

Financial Planning Director 

* Trainee Financial Advisor opportunity - National Academy programme with no barrier to location - UK wide * ***AUG START*** Have you ever thought about becoming a financial advisor but weren’t sure how to make it a reality? - here is your chance to make it happen. The financial services sector contributed 278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares. We are hiring for trainee financial advisors for a fully funded training academy providing a fantastic opportunity to enter a structured academy programme taking you a structured journey. Within the programme you will gain the necessary qualifications and skills training required helping to develop you into a successful financial advisor. In this academy you will: Gain the CII's Diploma in Regulated Financial Planning qualification Learn the core skills and behaviours relevant to the job role Enjoy the support of a structured learning programme Have access to industry leading learning content and experienced tutors Gain your FCA Authorisation Receive guidance from experienced colleagues throughout your journey Develop the expertise to engage, interact with, and ultimately advise clients Receive all the tools required to excel in your new financial services career Build a successful financial services practice Gain access to lead generation to assist in the early days of your advising career Reduction in fees and access to business support functions such as marketing So, what’s the criteria of entry for the academy programme? In the main, we are looking for applicants who have a genuine interest in the financial services industry. You should have a strong desire to develop yourself and to help others achieve their financial goals. While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only. You need to be committed to applying yourself diligently to the structured programme as the study and examinations are rightly challenging - this usually means that you will have to give up some of your own time as well as any time you may be given in the workplace. The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university. Regardless of your background there are some key characteristics we look for in applicants. These are… A history of academic achievement Entrepreneurially minded Ability to demonstrate an interest in the financial services industry and in particular advice &amp; planning Commitment, drive and passion An enthusiasm to engage with people and understand them better A natural curiosity Self-motivated An ability to communicate clearly and concisely Excellent time management and organisational skills