Investment Strategy Consultant

3 weeks ago


Glasgow, Glasgow City, United Kingdom One Financial Solutions Full time

Are you ready to elevate your career? At One Financial Solutions, we are seeking dedicated professionals who are eager to collaborate and innovate in the financial planning sector. If you find yourself unfulfilled by a lack of leads or working in isolation, consider joining our dynamic team where we prioritize both professional growth and a supportive environment.

Your Role: As an Investment Strategy Consultant, you will be instrumental in delivering tailored investment strategies that align with our clients' long-term financial aspirations. You will be responsible for crafting comprehensive financial plans and ensuring the utmost accuracy in your work.

Key Responsibilities:

  • Deliver expert financial planning assistance to clients.
  • Collaborate with investment professionals to nurture client relationships.
  • Develop detailed financial plans and verify their precision.
  • Embrace an entrepreneurial mindset to drive success.

Qualifications:

  • Minimum Level 4 qualification and CAS Status.
  • In-depth knowledge of the investment industry.
  • Exceptional interpersonal and communication skills.
  • A strong team player who thrives in a collaborative setting.

Join us in shaping the future of financial planning We are committed to fostering an environment where our advisors can flourish and enjoy their work.



  • Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a vital role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct in-depth research analysis and deliver investment advice to a wide range of clients,...


  • Glasgow, Glasgow City, United Kingdom Capgemini Invent Full time

    Join Capgemini Invent as a Senior Strategy Consultant At Capgemini Invent, we empower our clients to embrace innovation and transformation to achieve their desired future. By integrating strategy, technology, data analytics, and creative design expertise with an inventive mindset, we collaborate with our clients to innovate and transform their...


  • Glasgow, Glasgow City, United Kingdom The Cigna Group Full time

    Business Strategy ConsultantWe are seeking a talented and driven individual to join our team as a Business Strategy Consultant. This pivotal position focuses on evaluating and enhancing comprehensive business workflows throughout the organization to foster growth and operational efficiency. The ideal candidate will work collaboratively with various teams to...


  • Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a crucial role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct high-quality research analysis and communicate investment advice to a wide range...


  • Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a crucial role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct high-quality research analysis and communicate investment advice to a wide range...


  • Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a crucial role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct high-quality research analysis and communicate investment advice to a wide range...


  • Glasgow, Glasgow City, United Kingdom Massive Rocket | Global Braze & Snowflake Agency Full time

    About the RoleWe are seeking a highly skilled and experienced CRM Strategy Team Lead to join our team at Massive Rocket | Global Braze & Snowflake Agency. As a key member of our CRM department, you will be responsible for leading and managing a team of CRM strategists, developing and implementing CRM strategies for clients, and delivering against their key...


  • Glasgow, Glasgow City, United Kingdom Massive Rocket | Global Braze & Snowflake Agency Full time

    About the RoleWe are seeking a highly skilled and experienced CRM Strategy Team Lead to join our team at Massive Rocket | Global Braze & Snowflake Agency. As a key member of our CRM department, you will be responsible for leading and managing a team of CRM strategists, developing and implementing CRM strategies for clients, and delivering against their key...


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

    Job OverviewMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join a well-established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key Responsibilities:Managing a diverse...


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

    Job Opportunity: Portfolio ManagerMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key...


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

    Job Opportunity: Portfolio ManagerMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key...


  • Glasgow, Glasgow City, United Kingdom Massive Rocket | Global Braze & Snowflake Agency Full time

    About the RoleWe are seeking a highly skilled and experienced CRM Strategy Team Lead to join our team at Massive Rocket | Global Braze & Snowflake Agency. As a key member of our CRM department, you will be responsible for leading and managing a team of CRM strategists, developing and implementing CRM strategies for clients, and delivering against their key...


  • Glasgow, Glasgow City, United Kingdom Arcadis Full time

    About Arcadis: Arcadis stands as a global leader in providing sustainable design, engineering, and consultancy services for both natural and constructed environments.With a workforce exceeding 36,000 individuals across more than 70 nations, we are committed to enhancing quality of life. Each team member plays a vital role in our mission. By harnessing the...


  • Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About Hymans Robertson Hymans Robertson is a leading independent financial and actuarial consultancy, specializing in providing expert advice to trustees of Defined Benefit (DB) pension schemes. Our Investment DB Business Unit focuses on delivering tailored investment solutions to meet the unique needs of our clients. Role Overview We are seeking a...


  • Glasgow, Glasgow City, United Kingdom mbf Full time

    Job Overview**Financial Planner Role at MBF**We are seeking an experienced Financial Planner to join our team at MBF, a leading wealth and investment management organization. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of high net worth clients.Key Responsibilities:Manage and develop...


  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    What the Hiring Manager Says At Quilter, we strive to deliver exceptional service to our clients and advisors, creating a dynamic role where each day presents new challenges. In this position, you will primarily assist one Investment Manager, with the potential to expand your responsibilities. Your role will be crucial in providing comprehensive investment...


  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    What the Hiring Manager Communicates Our goal is to deliver exceptional service to all clients and advisors we engage with, resulting in a dynamic role where each day presents unique challenges. In this position, you will primarily assist one Investment Manager, with the potential for broader responsibilities. Your essential role will encompass a variety of...


  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    What the Hiring Manager Says At Quilter, we strive to deliver exceptional service to all our clients and partners, creating a dynamic environment where each day presents new challenges. In this position, you will primarily assist one Investment Manager, with the potential to expand your responsibilities. Your role will encompass vital investment support...


  • Glasgow, Glasgow City, United Kingdom COWI Full time

    Strategic Finance Partner Location: Flexible Employment Type: Permanent Work Arrangement: Hybrid (Office/Home) Are you ready to join a dynamic global Finance team? Do you excel at building relationships with diverse stakeholders both locally and internationally? If you are an accomplished Finance Business Partner, this opportunity may be the...


  • Glasgow, Glasgow City, United Kingdom Bield Housing Association Full time

    About Bield Housing AssociationBield Housing Association is a prominent provider of housing and support services tailored for older adults in Scotland. Our corporate strategy, Setting the Pace, outlines our commitment to addressing the housing needs of older individuals by delivering high-quality, responsive, and personalized services. Our tenants are...