HNW Chartered Financial Adviser

1 month ago


Scotland, United Kingdom IDEX Consulting Ltd Full time

This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.


You will be able to manage an existing book of clients while also developing further business.

To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided.


Key Responsibilities


You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.


You must outline with your clients the type of on-going service that they wish to receive.


You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.


You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.


You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained.


In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility.



  • Scotland,, UK, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional...


  • Scotland, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional...


  • Scotland, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional...


  • Scotland, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can purely focus on client meetings and relationships, full...


  • Scotland, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can purely focus on client meetings and relationships, full...


  • Scotland, United Kingdom IDEX Consulting Ltd Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional...


  • Scotland, United Kingdom IDEX CONSULTING LTD Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.Please ensure you read the below overview and requirements for this employment opportunity completely.You will be able to manage an existing book of clients while also developing further business.To ensure...


  • Dumfries, Scotland, Scotland, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the...

  • Financial Advisor

    1 month ago


    Aberdeen, Scotland, Aberdeenshire, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    3 weeks ago


    Edinburgh, Scotland, Scotland, United Kingdom Quilter Financial Planning Full time

    ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex...

  • Chartered Surveyor

    2 weeks ago


    Scotland, United Kingdom DJS Business Development LTD TA Full time

    Job Purpose: We are seeking a highly skilled and experienced Chartered Surveyor to join our team, specializing in insurance works. The successful candidate will be responsible for providing professional surveying services, conducting property assessments, preparing detailed reports, and managing claims related to insurance work. This role requires a deep...

  • Chartered Surveyor

    2 weeks ago


    Scotland, United Kingdom DJS Business Development LTD TA Full time

    Job Purpose: We are seeking a highly skilled and experienced Chartered Surveyor to join our team, specializing in insurance works. The successful candidate will be responsible for providing professional surveying services, conducting property assessments, preparing detailed reports, and managing claims related to insurance work. This role requires a deep...


  • Glasgow, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full time

    Independent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links...

  • Mortgage Adviser

    4 weeks ago


    Scotland, United Kingdom Mortgage Advice Bureau (MAB) Full time

    **Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.** Due to continued growth and expansion we are pleased to be working in partnership with an established business partner who require competent and highly experienced Mortgage & Protection Advisers...

  • Financial Planner

    1 week ago


    Scotland, United Kingdom Cornmarket Full time

    **EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

  • Financial Planner

    2 weeks ago


    Scotland, United Kingdom Cornmarket Full time

    **EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

  • Compliance Consultant

    4 weeks ago


    Scotland, United Kingdom NJR Recruitment Full time

    **COMPLIANCE CONSULTANT - FINANCIAL PLANNING / WEALTH MANAGEMENT** **MIDLANDS** **£50,000 + BENEFITS + CAR ALLOWANCE + BONUSES** Our client is an AIM listed Service Provider to many of the UK's leading Financial Advisors. Providing compliance support for over 400 directly regulated firms, ranging from large UK wide advisory firms to smaller Investment,...

  • Financial Advisor

    1 month ago


    Aberdeen, Scotland, Aberdeenshire, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments;...

  • Landscape Adviser

    7 days ago


    Scotland, United Kingdom NatureScot Full time

    Job title: 1019-334 Landscape Adviser | Grade: D | Vacancy type: Full time, Permanent | Hours: 35 hours | Salary £ 38,242|Location: Scotland, flexible (Home and hybrid working will be considered) Closing date: Midday, 29 March 2023 | Interview date: 16/17 April 2024 **Job Purpose Summary** While Scotland is rightly renowned for its scenery, NatureScot...


  • Scotland, United Kingdom Spicerhaart Full time

    Overview: Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group. **With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and...