Investment Manager, Director

3 weeks ago


Glasgow, Glasgow City, United Kingdom Synchronicity Group Full time
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful Glasgow team.

You will be responsible for maintaining and developing an existing client base as well as further increasing business with the generation of new clients, so previous relationship management and BD experience is required.

You will provide personalised investment advice and portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.

Skills and Qualifications
  • Level 6 or above qualified Investment Manager (aspiring for Level 7)
  • Experience of managing client investment portfolios and delivering investment advice, including experience of remodelling newly acquired portfolios
  • Knowledge of Financial Planning and client advice, plus knowledge of complex and higher risk advice areas.
  • In-depth understanding of financial markets/risk management techniques/regulatory requirement.
  • Experience of leading pitches and winnning new business
    This is a hybrid role with typically 3 days a week in the office.

    An excellent bonus scheme is on offer, directly related to revenue generated as well as discretionary general performance.

  • Management Accountant

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Rutherford Cross Full time

    Rutherford Cross is delighted to be working in partnership with a Glasgow-based construction company in order to appoint a Management Accountant. Ideally, this role would suit a part-qualified or 'Qualified By Experience' accountant with industry experience. This is an excellent opportunity for someone to develop themselves by working closely alongside the...

  • Audit Manager

    4 weeks ago


    Glasgow, Glasgow City, United Kingdom BDO UK Full time

    Ideas | People | TrustWe're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world.Positions are available across our UK locations including:LondonBirminghamBristolGatwickEdinburgh/ GlasgowAudited entities are Britain's economic engine – ambitious, entrepreneurially-spirited and...


  • Glasgow, Glasgow City, United Kingdom BDO UK Full time

    Ideas | People | TrustWe're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world.Our clients are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy - and the owners and management teams that lead them.We'll...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    We have an exciting opportunity for a Senior Clinician in Equine Practice to contribute to the activities of the Division of Equine Clinical Sciences, School of Biodiversity, One Health, and Veterinary Medicine by developing, leading, and contributing to the clinical service offered by Glasgow Equine Practice.Glasgow Equine Practice launched in June 2020 and...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    This post is full time (35 hours per week) and fixed term until 31 Jan 2026.The University of Glasgow has been changing the world for more than 572 years. Today, we are one of the world's top 100 universities and ranked 13th in the world in the Times Higher Education (THE) World Impact Rankings 2023, demonstrating that we are not only one of the best...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    This post is full time (35 hours p/w) and open ended. Relocation assistance will be provided where appropriate.We seek a Senior Innovation Partnership Manager to join the University and support delivery of the University Innovation Strategy. Working closely with the College of Science and Engineering (COSE), and across the University, this role will play a...

  • Account Manager

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Utility People Full time

    Our client, a UK-wide Business Energy Consultancy and Procurement Specialist, are seeking Account Managers to support the growth of their business. As an Account Manager you will be building strong relationships and effectively managing a portfolio of B2B customers for Energy and Water. You will handle daily inquiries, spanning from onboarding and billing to...

  • Accounting Manager

    1 week ago


    Glasgow, Glasgow City, United Kingdom CBRE Full time

    InCBRE Investment Accounting and Reporting Solutionswe are looking for a client accountant to be responsible for service delivery to portfolio of clients in line with agreed client specific service level agreementsKey responsibilities:Ensuring delivery of all reporting for small allocated client portfolio and assistance on larger fund structureAssistance...

  • Accounting Manager

    4 weeks ago


    Glasgow, Glasgow City, United Kingdom CBRE Full time

    In CBRE Investment Accounting and Reporting Solutions we are looking for a client accountant to be responsible for service delivery to portfolio of clients in line with agreed client specific service level agreementsKey responsibilities:Ensuring delivery of all reporting for small allocated client portfolio and assistance on larger fund structureAssistance...


  • Glasgow, Glasgow City, United Kingdom Glasgow Caledonian University Full time

    Interview Date: TBCWe are seeking a highly motivated and experienced Student Recruitment Channel Manager to join our dynamic international student recruitment team. This role is an excellent opportunity for an individual who is passionate about international student recruitment and has a strong desire to make a positive impact.Based within the Directorate of...


  • Glasgow, Glasgow City, United Kingdom CHASE Full time

    Territory Sales Manager - Wound Care/Compression - West ScotlandOur client is a major player in the Wound Care and Compression marketplace, both here in the UK and overseas.They are renowned for some niche products and have exciting growth plans for the next few years.They are currently looking for a highly motivated and enthusiastic Territory Sales Manager...

  • Audit Manager

    1 week ago


    Glasgow, Glasgow City, United Kingdom Cross Resourcing Full time

    Want to join a FANTASTIC organisation with an amazing team dynamic? Well, we might just have the role for you.We are working in partnership, exclusively, with an Accountancy and Financial Services firm based in Glasgow who are looking to recruit an Audit Manager to join their growing team.What you'll doIdentify risk matters to the businessSchedule, plan and...

  • Paraplanner

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom mbf Full time

    Paraplanner - Leading National Wealth & Investment Management OrganisationGlasgow, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsIs this the role you are looking for If so read on for more details, and make sure to apply today.MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth &...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    The University of Glasgow is seeking to appoint a SINAPSE Operations Manager to join the School of Psychology & Neuroscience.A key member of the Scottish Imaging Network: A Platform for Scientific Excellence (SINAPSE) is a collaboration between 7 universities (Aberdeen, Dundee, Edinburgh, Glasgow, St Andrews, Stirling and Strathclyde) of which 4 have imaging...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    The University of Glasgow is seeking to appoint a SINAPSE Operations Manager to join the School of Psychology & Neuroscience.A key member of the Scottish Imaging Network: A Platform for Scientific Excellence (SINAPSE) is a collaboration between 7 universities (Aberdeen, Dundee, Edinburgh, Glasgow, St Andrews, Stirling and Strathclyde) of which 4 have imaging...


  • Glasgow, Glasgow City, United Kingdom ASA Recruitment Full time

    ASA Recruitment proudly presents an exceptional chance to make your mark in a prominent public sector organisation in Edinburgh. We're on the lookout for a dynamic Finance Transformation Programme Manager to spearhead innovation and progress. This initial 8-month contract promises a competitive rate of £800-£900/day Inside IR35, with potential for...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    The University of Glasgow has been changing the world for more than 570 years, and today we are one of the world's top 100 universities. We are delighted to have recently been awarded Scottish University of the Year by the Times & Sunday Times Good University Guide 2024. Our people have always been at the forefront of innovation, and our past achievements...

  • Purchase Ledger Clerk

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Maven Capital Partners Full time

    Maven Capital Partners UK LLP are recruiting for a Ledger Clerk / Junior Ledger Clerk to join their Glasgow based finance team. The individual will be responsible for sales, purchase and investment ledgers for Maven group, property and fund accounting entities. The individual will be responsible for:Processing of supplier invoices correctly and accurately...


  • Glasgow, Glasgow City, United Kingdom University of Glasgow Full time

    The University of Glasgow has been changing the world for more than 560 years, and today we are one of the world's top 100 universities. As one of the oldest universities in the UK, the University of Glasgow has a proud heritage of providing an inspiring place to learn and work.Our people have always been at the forefront of our innovation, and our past...


  • Glasgow, Glasgow City, United Kingdom BBC Full time

    Job IntroThe BBC is making the shift from being a broadcaster that speaks to our audiences to being a service that is shaped by them and designed around their wants and needs whilst stimulating and delighting audiences around the world. To achieve this mission of being a Digital First BBC, we are building a data organisation which will lead cultural and...