Wealth Planner

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ - **12-Month Fixed-Term Contract**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...

**Employee Benefits Administrator (Hybrid working)** **Basic salary of £23,000 to £30,000 (DOE)** **Based partly from our Glasgow office blended with some home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and...

**Investment Operations Administrator** **Basic salary up to £27,000 (DOE)** **Highly competitive benefits package** **Hybrid working partly from our central Glasgow office and partly from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in...

**Investment Operations Administrator** **Basic salary up to £27,000 (DOE)** **Highly competitive benefits package** **Hybrid working partly from our central Glasgow office and partly from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in...

Job DescriptionThis role involves providing high-quality administrative support to Financial Planners at our client's firm. The ideal candidate will have experience working in a Wealth Management background, offering Admin support. This could be in the form of an IFA practice or a Pension/Investment firm.

Job Description Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level.They are currently seeking...

**Senior Employee Benefits Administrator (Hybrid working)** **Basic salary of £26,000 to £30,000 (DOE)** **Based partly from our Glasgow office blended with some home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...

About the RoleWe are looking for a skilled Wealth Management Administrator to join our team. The successful candidate will be responsible for supporting our Paraplanners/Planners by collating information for financial planning processes using various software systems.This role involves analysis, preparing quotes and paperwork, suitability letters, and new...

Job Title: Financial PlannerAbout the Role:We are seeking an experienced Financial Planner to join our team at Artemis Recruitment Consultants Ltd. As a Financial Planner, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.The ideal candidate will have a Level 4 Diploma in Financial Planning...

Company OverviewOur client is an International Wealth & Investment Management organisation operating at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW Client Book.This company are well established and have significant financial backing, enabling them to carry out...

About the RoleWe are seeking an experienced IFA administrator to join our dynamic team. As an ideal candidate, you will have a strong background in wealth management administration, with excellent knowledge of various software systems and analytical tools. Your expertise will be invaluable in supporting our paraplanners/planners, analyzing product...

We are looking for a highly skilled senior wealth manager to join our team at Eden Scott. In this role, you will be responsible for managing client relationships, providing investment advice, and helping clients achieve their financial objectives.Key ResponsibilitiesManage client relationships and provide exceptional customer serviceProvide personalized...

As a Wealth Management Professional at Quilter Financial Advisers, you will be responsible for providing expert advice and guidance to clients on managing their wealth effectively. This role offers a unique opportunity to build your own business within our established network.The estimated annual salary for this position is £70,000 - £120,000, based on...

Opportunity for a Financial Planner in GlasgowWe are seeking an experienced Financial Planner to join our team at Recruit UK | Certified B Corp.This is an exciting opportunity with a highly respected Wealth Management company that has adopted a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.You...

We are seeking a skilled Wealth Management Professional to join our team in Glasgow.In this role, you will be responsible for analysing clients' goals and creating tailored solutions to meet their needs.You will also be expected to engage in business development initiatives and networking to expand the existing client base.The ideal candidate will have prior...

**Employee Benefits Administrator (Hybrid working)** **Basic salary of £23,000 to £30,000 (DOE)** **Based partly from our Glasgow office blended with some home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and...

Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level.They are currently seeking an experienced...

Job Description:We are looking for an experienced Financial Planner to join our team in Glasgow.Role Summary:This is a key position in our wealth management team, responsible for delivering expert financial planning advice to high net worth clients.Key Responsibilities:This role involves analysing client goals, creating tailored solutions, and managing...