Wealth Advisor- Private Client Investment Management

About The Role:PurposeResponsibilities Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal Setting up all payments for ISAs, SIPPs,...

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Lead flow for prospective clients will arise from a variety of sources...

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of...

You are a senior banking operations leader with significant experience managing operational teams as well as contributing towards, and influencing change programs which drive efficiencies and foster continuous improvement of processes.From our offices in Edinburgh, J.P. Morgan's EMEA Private Bank serves the complex wealth management needs of ultra-high net...

About usAt Azets people are at the core of what we do, with trainees being the first important building block in our success. We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce.With the...

The Private Banking Online Client Service Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all aspects of the online experience and for the development and delivery of digital training to...

Job Description: Private Client Advisor (whisky knowledge is required) Johnnie Walker Princess Street, Edinburgh Permanent Full Time Closing Date 29th January 2023 The post holder will be accountable for providing personalized, highend experiences to Private Clients, host and coordinate high end and rare tastings, events and travel. They will also generate...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Are you a driven Private Client Solicitor who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team.This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch legal services. With a...

Are you an accomplished and visionary Tax professional with a passion for providing tailored financial solutions? Do you have a proven track record of building and maintaining strong client relationships?Meraki Talent is working with a leading Chartered Accountants on the position of Private Client Tax Partner.The CompanyA recognised and award-winning CA...

"Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your careerHave you ever considered becoming a Financial Planning Director but don't know where to...

Job Description SummaryJob Description:Investment 20/20 Programme - InvestmentsLocation: EdinburghContract: 12 monthsSalary: £12phClosing Date: 28th April 2024Aegon Asset Management is a leading global investor. Our assets of US$447 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices...

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

Private Client Tax AdvisorEdinburghSalary: DOEDo you work in Tax and are looking for a new exciting and varied role? Are you looking for an opportunity that allows you to take control of your own career, pays above the market rate and is challenging and rewarding?

Who we are looking forWhy this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.Our purpose is supported by our 3 core values:Personal - we treat you as an individualPartnership - we go further togetherPerformance - we strive for moreWhat will you be doing? To build and develop trusted relationships with current and...

Are you a driven Private Client Senior Solicitor/Associate who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team.This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch legal...

Do you want to work closely with Investment Managers, Financial Advisers and their clients?Looking for a company who take great responsibility in being the best for their employees and clients?At Recruit UK, we are seeking a client centric individual to join an excellent Investment Management firm in Edinburgh. They hold a strong reputation in the...

Posting Description:Client Service Advisor - Commercial Insurance - (Glasgow or Edinburgh, UK)We're HiringDo you thrive in a fast-paced environment?Do you want to explore innovative risk solutions and support businesses across various sectors in the UK and wider?Aon Glasgow are hiringThis role is a hybrid role, it could be based in Glasgow or Edinburgh and...