Senior Wealth Management Advisor
3 weeks ago
IDEX Consulting Ltd - Senior Wealth Management Advisor
A distinguished investment management firm is in search of a Senior Wealth Management Advisor to engage with their ultra-high-net-worth clientele. This position presents a remarkable chance to collaborate with affluent individuals, offering insights into a wide array of investment opportunities across both public and private markets. Join a firm that is on a trajectory of substantial growth within a dynamic sector.
- Foster and enhance relationships with high-net-worth clients
- Comprehend clients' financial aspirations, objectives, and market challenges
- Inform clients about market trends, forecasts, and regulatory developments
- Work in tandem with internal teams to ensure client satisfaction
- Seeking an individual with exceptional technical skills, ambition, and enthusiasm
This is a fulfilling opportunity with a company that prioritizes talent and offers a competitive remuneration package.
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Wealth Management Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Moray Wealth Full timeCompany OverviewMoray Wealth Ltd is an innovative firm in the Wealth Management sector, dedicated to offering comprehensive advisory services. Our mission is to establish ourselves as a leading provider in Wealth Management and Financial Planning.Position OverviewWe are seeking a motivated and skilled founding candidate with a strong technological aptitude...
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Wealth Management Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Moray Wealth Full timeCompany OverviewMoray Wealth Ltd is an innovative Wealth Management firm dedicated to delivering comprehensive advisory services. Our mission is to establish ourselves as a leading entity in the realm of Wealth Management and Financial Planning.Position OverviewWe are seeking a motivated and forward-thinking individual to join our founding team. This role is...
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Wealth Management Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Moray Wealth Full timeCompany OverviewMoray Wealth Ltd is an innovative firm in the Wealth Management sector, dedicated to delivering comprehensive advisory services with the ambition of establishing itself as a leader in Financial Planning.Position OverviewThis role presents a unique opportunity for a proactive and skilled individual with a strong affinity for technology and a...
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Senior Wealth Management Professional
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Opportunity at Eden ScottAbout the Role:We are seeking an experienced and skilled Independent Financial Advisor to join our team at Eden Scott. As a key member of our wealth management practice, you will be responsible for servicing a client base with recurring income and managing relationships to secure and preserve existing contacts.Key...
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Senior Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full timeJob OverviewIDEX Consulting Ltd is seeking a Senior Wealth Management Consultant to join our dynamic team, focusing on high-net-worth individuals.This role is ideal for a Chartered Financial Advisor or a driven Chartered Paraplanner with an entrepreneurial spirit and a desire to excel in the financial services sector.As part of our growth strategy, you will...
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Senior Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full timePrestigious Wealth Management Firm - Senior Wealth Management ConsultantA prestigious wealth management firm is looking for a Senior Wealth Management Consultant to engage with their ultra-high-net-worth clientele. This position presents a distinctive chance to collaborate with affluent individuals, gaining insights into a broad spectrum of investment...
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Senior Wealth Management Professional
16 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Eden Scott. As a key member of our wealth management practice, you will be responsible for managing relationships with high net worth private clients, providing exceptional service and utilizing your market knowledge to assist clients in...
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Senior Wealth Management Professional
13 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Eden Scott. As a key member of our wealth management practice, you will be responsible for managing relationships with high net worth private clients, providing exceptional service and utilizing your market knowledge to assist clients in...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeCompany Overview: Eden Scott is a reputable and expanding wealth management firm, known for its stability and client-centric approach.Position Summary: We are seeking an experienced Wealth Management Consultant to join our dynamic team. This role offers the opportunity to manage an established client portfolio while also engaging with new clients attracted...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role: Join a prestigious and expanding wealth management firm that is recognized for its stability and growth. We are currently seeking a seasoned Independent Financial Advisor to enhance our team.Key Responsibilities:Manage and nurture your existing client portfolio while also pursuing new business opportunities driven by our strong reputation and...
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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 highly organized and detail-oriented, with a strong ability to work independently and as part of a team.Key Responsibilities:Provide administrative support to a team...
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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 highly organized and detail-oriented, with a strong ability to work independently and as part of a team.Key Responsibilities:Provide administrative support to a team...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom mbf Full timePosition OverviewWealth Management Consultant - National Financial Services Firm - Scotland (Remote & Hybrid Options) - Competitive Salary RangeAre you an ambitious and results-oriented Wealth Management Consultant seeking a rewarding career path? We are currently on the lookout for Wealth Management Consultants to join a prestigious Financial Advisory firm...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom mbf Full timePosition OverviewWealth Management Consultant - National Financial Services Firm - Scotland (Remote & Hybrid Options) - Competitive Salary RangeAre you an ambitious and results-oriented Wealth Management Consultant seeking a rewarding career path? We are currently on the lookout for Wealth Management Consultants to join a prestigious Financial Advisory firm...
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Wealth Management Specialist
4 days ago
Edinburgh, Edinburgh, United Kingdom deVere Acuma Full timeUnlock Your Potential in DubaiDeVere Acuma is a leading financial services company seeking experienced professionals to join our team in Dubai. As a Financial Consultant, you will play a crucial role in addressing the soaring demand for top-notch financial advice in the region.About the RoleConduct market research and analyze demographics to identify...
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Wealth Management Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom deVere Acuma Full timeUnlock Your Potential in DubaiDeVere Acuma is a leading financial services company seeking experienced professionals to join our team in Dubai. As a Financial Consultant, you will play a crucial role in addressing the soaring demand for top-notch financial advice in the region.About the RoleConduct market research and analyze demographics to identify...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timePosition: Wealth Management ConsultantReference: 9048Location: Nationwide (Remote)Compensation: £60,000 with potential first-year earnings between £100,000-£120,000Recruit UK is collaborating with a thriving Wealth Management firm that is expanding its Financial Planning division across the UK. They are seeking seasoned Financial Advisers who excel in...
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Wealth Management Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timePosition: Wealth Management ConsultantReference: 9048Location: Nationwide (Remote)Compensation: £60,000 with potential first-year earnings between £100,000-£120,000Recruit UK is collaborating with a prominent Wealth Management firm that is expanding its Financial Planning division across the UK. They are seeking seasoned Financial Advisers who excel in...
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Wealth Planning Expert
4 days ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeAbout the RoleWe are seeking a highly skilled Private Client Advisor to join our team at abrdn. This is an exciting opportunity for a professional to provide high-quality tax, trust, and succession planning advice and services to our clients.Key ResponsibilitiesDeliver exceptional client service by providing tailored advice and guidance on tax, trust, and...
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Wealth Planning Expert
6 days ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeAbout the RoleWe are seeking a highly skilled Private Client Advisor to join our team at abrdn. This is an exciting opportunity for a professional to provide high-quality tax, trust, and succession planning advice and services to our clients.Key ResponsibilitiesDeliver exceptional client service by providing tailored advice and guidance on tax, trust, and...