Financial Services Consultant

1 week ago


Central Inverclyde, United Kingdom mbf Full time £70,000
About the Role

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 a client book, providing ongoing advice and maintaining client suitability
  • Engage in business development to attract new clients, leveraging internal and external networks
  • Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas
  • Stay up-to-date with regulatory requirements and company policies to maintain compliance
Requirements
  • Prior experience as a Financial Planner, whether newly qualified or more experienced
  • Deep knowledge of financial planning, client advice, and complex advisory areas
  • Understanding of financial markets, risk management techniques, and regulatory frameworks
What We Offer
  • Competitive basic salary, depending on experience and qualifications
  • Excellent benefits package, including pension, discretionary income protection, and private medical insurance
  • Discretionary annual bonus based on personal and company performance


  • Central, Inverclyde, United Kingdom mbf Full time £70,000

    About the RoleWe 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 clients.Key ResponsibilitiesManage and develop a high net worth client book, providing ongoing...


  • Central, Inverclyde, United Kingdom Quilter Financial Planning Full time

    Job OpportunityQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to clients. The ideal candidate will have a strong understanding of the investment business and excellent interpersonal skills.Key ResponsibilitiesProvide holistic financial advice to a diverse range of...


  • Central, Inverclyde, United Kingdom Alexander Lloyd Full time £40,000

    Job Title: Financial Services ManagerAlexander Lloyd is proud to be partnering with a leading Financial Services organization to fill a permanent Cash Manager position.Key Responsibilities:Direct line management of up to 12 employees, ensuring each individual is properly trained, managed, and motivated to perform their role.Establishing financial management...


  • Central, Inverclyde, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000

    Job Opportunity at IDEX Consulting LtdAbout the RoleWe are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key ResponsibilitiesLiaise closely with Financial Planners to gather...


  • Central, Inverclyde, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000

    Job Opportunity at IDEX Consulting LtdAbout the RoleWe are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key ResponsibilitiesLiaise closely with Financial Planners to gather...


  • Central, Inverclyde, United Kingdom Eden Scott Full time

    About the RoleEden Scott is seeking a highly skilled and experienced Financial Advisor to join their team in Glasgow. As a well-established financial services firm, they pride themselves on providing exceptional client service and support.Key ResponsibilitiesManage a portfolio of clients, providing tailored financial advice and guidanceDevelop and maintain...


  • Central, Inverclyde, United Kingdom Eden Scott Full time

    About the RoleEden Scott is seeking a highly skilled and experienced Financial Advisor to join their team in Glasgow. As a well-established financial services firm, they pride themselves on providing exceptional client service and support.Key ResponsibilitiesManage a portfolio of clients, providing tailored financial advice and guidanceDevelop and maintain...


  • Central, Inverclyde, United Kingdom RedRock Resourcing Full time £45,000 - £55,000

    Job DescriptionBusiness Analyst (Banking/Accounting/Risk) - Hybrid - NewSalary: £45,000 - £55,000 + Bonus, BenefitsLocation: HybridA leading organization in the financial sector requires a Business Analyst to join its growing team at RedRock Resourcing.Ideal candidates will have the following:Experience building relationships with internal and external...


  • Central, Inverclyde, United Kingdom Change Recruitment Full time

    Job Title: Accountant - Financial Services (Permanent)Job Description:We are partnering with a leading organisation in Edinburgh to recruit a Systems Accountant to join their team. This is a newly created role that will support the implementation of a new finance system, Agresso Unit 4. The successful candidate will be responsible for maintaining and...


  • Central, Inverclyde, United Kingdom Change Recruitment Full time

    Job Title: Accountant - Financial Services (Permanent)Job Description:We are partnering with a leading organisation in Edinburgh to recruit a Systems Accountant to join their team. This is a newly created role that will support the implementation of a new finance system, Agresso Unit 4. The successful candidate will be responsible for maintaining and...


  • Central, Inverclyde, United Kingdom BWD Search & Selection Full time £65,000 - £67,000

    Job OpportunityAssociate Lawyer - Financial Services ExpertEdinburgh (Hybrid Working)£65,000 - £67,000 + Bonus & BenefitsWe are seeking a qualified lawyer with 2-5 years PQE experience in financial services to join our team at BWD Search & Selection. As an Associate Lawyer, you will be responsible for providing expert advice and support to clients in the...


  • Central, Inverclyde, United Kingdom BWD Search & Selection Full time £65,000 - £67,000

    Job OpportunityAssociate Lawyer - Financial Services ExpertEdinburgh (Hybrid Working)£65,000 - £67,000 + Bonus & BenefitsWe are seeking a qualified lawyer with 2-5 years PQE experience in financial services to join our team at BWD Search & Selection. As an Associate Lawyer, you will be responsible for providing expert advice and support to clients in the...

  • Compliance Officer

    5 days ago


    Central, Inverclyde, United Kingdom InterQuest Group Full time £40,000

    Job DescriptionJob Title: Compliance Officer - Financial ServicesCompany: InterQuest GroupLocation: GlasgowJob Type: Full-timeIndustry: Financial ServicesAbout the Role:We are seeking a seasoned Compliance Officer to join our team at InterQuest Group. As a Compliance Officer, you will play a vital role in ensuring our business adheres to all relevant...

  • Compliance Officer

    5 days ago


    Central, Inverclyde, United Kingdom InterQuest Group Full time £40,000

    Job DescriptionJob Title: Compliance Officer - Financial ServicesCompany: InterQuest GroupLocation: GlasgowJob Type: Full-timeIndustry: Financial ServicesAbout the Role:We are seeking a seasoned Compliance Officer to join our team at InterQuest Group. As a Compliance Officer, you will play a vital role in ensuring our business adheres to all relevant...


  • Central, Inverclyde, United Kingdom Eden Scott Full time

    **Job Summary**Eden Scott's client is seeking an experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management. The ideal candidate will be a highly organized and detail-oriented individual who can provide crucial administrative support to a team of Financial Advisers.**Key Responsibilities:**Generate...


  • Central, Inverclyde, United Kingdom InterQuest Group Full time £40,000

    About the RoleWe are seeking a seasoned Compliance Officer to join our team at InterQuest Group, a leading provider of recruitment services to the financial services industry. As a Compliance Officer, you will play a vital role in ensuring our business adheres to all relevant regulations and laws.Key ResponsibilitiesConduct thorough compliance reviews and...


  • Central London, United Kingdom Randstad Financial & Professional Full time

    We are partnering with a leading financial services company to find a highly skilled Pensions Actuary Consultant. This is a fully remote, 12-month temporary role with a competitive daily rate.As a key member of our team at Randstad Financial & Professional, you will be working on a variety of projects, including:Actuarial valuations and assessmentsFishing...


  • Central London, United Kingdom Randstad Financial & Professional Full time

    We are partnering with a leading financial services company to find a highly skilled Pensions Actuary Consultant. This is a fully remote, 12-month temporary role with a competitive daily rate.As a key member of our team at Randstad Financial & Professional, you will be working on a variety of projects, including:Actuarial valuations and assessmentsFishing...

  • Compliance Officer

    1 week ago


    Central, Inverclyde, United Kingdom InterQuest Group Full time £40,000

    About the RoleWe are seeking a seasoned Compliance Officer to join our team at InterQuest Group, a leading provider of recruitment services to the financial services industry. As a Compliance Officer, you will play a vital role in ensuring our business adheres to all relevant regulations and laws.Key ResponsibilitiesConduct thorough compliance reviews and...


  • Central, Inverclyde, United Kingdom KBC Technologies Group Full time

    About the RoleWe are seeking a seasoned Senior Product Manager to drive the growth of our product capabilities and help our clients in the financial services sector build innovative products.Key ResponsibilitiesLead the development and launch of cutting-edge features that significantly enhance user engagement and satisfaction.Ensure the creation of robust,...