Financial Planner
2 weeks ago
- Excellent salary + bonus + book
- Glasgow - hybrid working
- Growing financial planning firm
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients changing needs and financial circumstances
- Keeping up to date with financial products and legislation.
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Financial Planner
2 weeks ago
Glasgow, United Kingdom mbf. Full timeFinancial Planner - Leading Wealth & Investment Management Organisation Glasgow - to around £70K plus Bonus and Benefits, Negotiable Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow in order to manage and...
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Financial Planner
5 days ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationIncrease your chances of an interview by reading the following overview of this role before making an application.Glasgow - to around £70K plus Bonus and Benefits, NegotiableOur client is an International Wealth & Investment Management organisation who operate at the highest level. They...
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Financial Planner
1 week ago
Glasgow, United Kingdom mbf Full time €70,000Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - to around £70K plus Bonus and Benefits, Negotiable Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a...
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Financial Planner
2 weeks ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableOur client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW...
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Financial Planner
2 weeks ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableOur client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW...
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Financial Planner
1 week ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management Organisation Glasgow - to around £70K plus Bonus and Benefits, Negotiable Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a...
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Financial Planner
1 day ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableIf you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Our client is an International Wealth & Investment Management organisation who operate at the...
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Financial Planner
2 weeks ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableOur client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW...
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Financial Planner
3 days ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableIf you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Our client is an International Wealth & Investment Management organisation who operate at the...
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Financial Planner
2 weeks ago
Glasgow, United Kingdom mbf Full timeFinancial Planner - Leading Wealth & Investment Management OrganisationGlasgow - to around £70K plus Bonus and Benefits, NegotiableOur client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW...
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Financial Service Planner
1 week ago
Glasgow, United Kingdom mbf Full time €70,000Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - to around £70K plus Bonus and Benefits, Negotiable Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a...
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Chartered Financial Planner
3 months ago
Glasgow, United Kingdom MB Fitzgerald Full time**Chartered Financial Planner - Glasgow - up to £100K plus bonus and benefits - Senior Financial Planner vacancy** Our client, a prestigious, National firm of Wealth & Investment Managers, is seeking a skilled professional to join our team as a Chartered Financial Planner. As part of this dynamic organisation, you will have the opportunity to service and...
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Senior Financial Planner
3 months ago
Glasgow, United Kingdom Recruit UK Full timeRecruit UK is excited to present a fantastic opportunity for a skilled Financial Planner to join a thriving and forward-thinking firm. In this role, you will provide high-quality and compliant financial advice to clients, contributing to business growth and fostering client relationships. As a Senior Financial Planner, your financial planning expertise and...
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Independent Financial Planner
2 months ago
Glasgow, United Kingdom Pinstripe Personnel Full timeIndependent Financial Planner Remote - UK wide All Clients Supplied Employed or Self-Employed OTE £100,000+ An award winning Independent Financial Planning firm based is looking to appoint an IFA. The role has arisen due to the firm's expansion and is a fully remote position. The firm has over 6000 active clients the vast majority of which will initially...
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Financial Planner
4 days ago
Glasgow, Glasgow City, United Kingdom Recruit UK Full timeJob Title: Financial Planner - Wealth Management Location: Glasgow Salary: £50,000-£70,000 Job Type: Full-time Recruit UK is partnering with a leading Wealth Management company to hire a Financial Planner to join their team in Glasgow. This role offers an excellent opportunity to develop your skills as part of a successful team of experienced Financial...
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Financial Planner
3 days ago
Glasgow, Glasgow City, United Kingdom Recruit UK Full timeJob Title: Financial Planner - Wealth Management Location: Glasgow Salary: £50,000-£70,000 Job Type: Full-time Recruit UK is partnering with a leading Wealth Management company to hire a Financial Planner to join their team in Glasgow. This role offers an excellent opportunity to develop your skills as part of a successful team of experienced Financial...
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Financial Planner
17 hours ago
Glasgow, Glasgow City, United Kingdom Recruit UK Full timeJob Title: Financial Planner - Wealth Management Location: Glasgow Salary: £50,000-£70,000 Job Type: Full-time Recruit UK is partnering with a leading Wealth Management company to hire a Financial Planner to join their team in Glasgow. This role offers an excellent opportunity to develop your skills as part of a successful team of experienced Financial...
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Financial Planner
20 hours ago
Glasgow, Glasgow City, United Kingdom Recruit UK Full timeJob Title: Financial Planner - Wealth Management Location: Glasgow Salary: £50,000-£70,000 Job Type: Full-time Recruit UK is partnering with a leading Wealth Management company to hire a Financial Planner to join their team in Glasgow. This role offers an excellent opportunity to develop your skills as part of a successful team of experienced Financial...
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Senior Financial Planner
19 hours ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeExciting Opportunity in a Niche Financial Planning BusinessIdex Consulting is seeking a highly skilled Senior Paraplanner to support one financial planner in providing top-notch services to clients with £1m - £5m portfolios.Key Responsibilities:Analyse and prepare financial reports with precision using the IO system.Assist in developing financial plans and...
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Senior Financial Planner
15 hours ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeExciting Opportunity in a Niche Financial Planning BusinessIdex Consulting is seeking a highly skilled Senior Paraplanner to support one financial planner in providing top-notch services to clients with £1m - £5m portfolios.Key Responsibilities:Analyse and prepare financial reports with precision using the IO system.Assist in developing financial plans and...