Current jobs related to Wealth Management Coordinator - Glasgow, Glasgow City - Eden Scott
-
Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate the Planners' diaries and arrange...
-
Financial Services Coordinator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate the Planners' diaries and arrange...
-
Experienced Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeJob SummaryWe are seeking an experienced Financial Services Administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in enabling our Wealth Planners to maintain and develop a portfolio of high net worth clients.Key ResponsibilitiesLiaise with policy providers to obtain policy details and...
-
Experienced Financial Services Coordinator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeJob SummaryWe are seeking an experienced Financial Services Administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in enabling our Wealth Planners to maintain and develop a portfolio of high net worth clients.Key ResponsibilitiesLiaise with policy providers to obtain policy details and...
-
Financial Services Coordinator
6 days ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeJob SummaryWe are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities• Co-ordinate the Planners' diaries and arrange...
-
Experienced Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeJob Title: Experienced Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our wealth planners to maintain and develop a portfolio of high net worth clients.Key Responsibilities:Liaise with...
-
Experienced Financial Services Coordinator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Succession Wealth Full timeJob Title: Experienced Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our wealth planners to maintain and develop a portfolio of high net worth clients.Key Responsibilities:Liaise with...
-
Wealth Management Director
7 days ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeJob Title: Wealth Management DirectorAbout the Role:We are seeking a highly experienced Wealth Director to join our expanding national wealth management firm in the Highlands. As a Wealth Director, you will be responsible for the management and growth of relationships with our existing and new clients.Key Responsibilities:Develop an in-depth understanding of...
-
Wealth Management Trainee
2 weeks ago
Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full timeRegal Brooke Limited: Trainee Wealth ManagerAre you passionate about helping high-net-worth individuals, families, and organizations achieve their financial goals? Do you have a strong desire to learn and grow in the wealth management industry?Job SummaryWe are seeking a motivated and detail-oriented Trainee Wealth Manager to join our dynamic team at Regal...
-
Wealth Management Professional
2 days ago
Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full timeAbout Regal Brooke LimitedWe are a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations.Job ResponsibilitiesAs a Trainee Wealth Manager, you will work closely with senior wealth managers to provide financial planning and investment management services to clients....
-
Wealth Management Trainee
1 month ago
Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full timeTrainee Wealth ManagerAre you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while...
-
Wealth Management Trainee
1 month ago
Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full timeTrainee Wealth ManagerAre you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while...
-
Wealth Management Professional
2 weeks ago
Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Regal Brooke Limited. As a key member of our wealth management team, you will be responsible for providing exceptional client service, conducting comprehensive client assessments, and developing customized financial plans.Key...
-
Senior Wealth Manager
1 week ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeThe Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Key Responsibilities:Reviewing clients' financial needs, attitude to risk, and...
-
Wealth Management Leader
3 days ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeWealth Management Leader OpportunityWe are searching for a seasoned Wealth Management Leader to join our team at Heat Recruitment. The ideal candidate will have a proven track record of providing high-quality investment advice to high net worth individuals and families.The successful candidate will be responsible for managing and growing relationships with...
-
Experienced Wealth Management Consultant
2 months ago
Glasgow, Glasgow City, United Kingdom deVere Group Full timeAbout deVere GroupdeVere Group is a leading financial services company dedicated to enhancing the financial wellbeing of our clients. We pride ourselves on our sustainable and rewarding approach to wealth management.Position OverviewThis role is based in a vibrant office environment. We are seeking qualified professionals in Investment and Wealth Management...
-
Experienced Wealth Management Consultant
2 months ago
Glasgow, Glasgow City, United Kingdom deVere Group Full timeAbout deVere GroupdeVere Group is a leading financial services company dedicated to enhancing the financial wellbeing of our clients. We pride ourselves on our sustainable and rewarding approach to wealth management.Position OverviewThis role is based in a vibrant office environment. We are seeking qualified professionals in Investment and Wealth Management...
-
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to...
-
Wealth Management Associate
2 days ago
Glasgow, Glasgow City, United Kingdom Quilter Full timeAbout QuilterQuilter is a leading provider of wealth management services, with a rich history dating back over 250 years. Our team of experts provides expert discretionary investment management and financial advice to individuals and families, charities, trusts, and professional partners. We offer a highly personalized service, with a strong focus on...
-
Expert Wealth Management Specialist
2 months ago
Glasgow, Glasgow City, United Kingdom deVere Group Full timeAbout deVere GroupdeVere Group is a leading firm committed to enhancing the financial well-being of our clients through sustainable and innovative solutions.Position OverviewThis position is based in a vibrant office environment in the UAE. We are seeking qualified Investment and Wealth Managers eager to contribute to our growth trajectory. At deVere, we...
Wealth Management Coordinator
2 months ago
**Job Summary**
Eden Scott is seeking a highly skilled and experienced professional to join our team as a Paraplanner (Pensions Management). As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.
**Key Responsibilities:**
- Conduct thorough research and analysis to support financial advisers in providing holistic independent financial advice to clients.
- Prepare and present technical reports and recommendations to support financial planning decisions.
- Develop and maintain strong relationships with clients and colleagues to ensure seamless communication and collaboration.
- Stay up-to-date with industry developments, regulations, and best practices to ensure compliance and excellence in service delivery.
- Collaborate with the management team to contribute to the company's growth strategy and direction.
**Requirements:**
- Minimum 2 years of experience in financial planning, wealth management, or a related field, providing support to financial advisers.
- Diploma qualification in a relevant field or close to obtaining.
- Strong software, IT skills, and back-office experience.
- Excellent communication, interpersonal, and analytical skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
**What We Offer:**
- A competitive salary and benefits package.
- Opportunities for career development and growth within the company.
- A dynamic and supportive work environment.
- Flexible working arrangements to suit your needs.
**About Eden Scott:**
Eden Scott is a leading financial planning company that offers a range of services to clients across the country. We are committed to providing exceptional service and support to our clients and colleagues, and we are seeking like-minded individuals to join our team.
