Personal Financial Strategist

2 days ago


Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time
Your Key Responsibilities
  • Analyse client financial data to identify opportunities for growth and savings
  • Develop and implement personalized financial plans to meet client objectives
  • Stay up-to-date with industry developments and regulatory changes
  • Collaborate with colleagues to deliver exceptional client service

Salary: £60,000 - £80,000 per annum

Location: UK (with national coverage)



  • Glasgow, Glasgow City, United Kingdom Wilkinson And Associates Full time

    At Wilkinson And Associates, we are working with a leading engineering business based in Scotland to help source a Senior Financial Strategist. The company has ambitious plans for organic and acquisitive growth, and this new hire will play an integral role in the financial development of a key division.This position operates on a flexible, hybrid basis.The...


  • Glasgow, Glasgow City, United Kingdom Celeros Flow Technology Full time

    Celeros Flow Technology is a dynamic company looking for an experienced Chief Financial Strategist to join our team. Estimated salary range for this role is £120,000 - £180,000 per annum.This position provides strategic direction, leadership, and accountability for financial operations across the Company's UK operations. The ideal candidate will have a...


  • Glasgow, Glasgow City, United Kingdom Rem Associates Ltd. Full time

    Job OverviewWe are seeking an experienced Financial Business Strategist to join our team at Rem Associates Ltd. in Glasgow.This is a full-time role that offers a competitive market salary of £40,000 - £60,000 per annum.


  • Glasgow, Glasgow City, United Kingdom Certain Advantage Full time

    About the RoleCertain Advantage is offering a competitive £60,000 - £80,000 per annum salary for this Senior Financial Strategist position. The role involves working closely with senior management to develop and implement financial strategies that drive business growth.Key responsibilities include:Analysing large volumes of financial data to identify...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Become a Successful Financial Advisor with Quilter Financial AdvisersAre you looking for a challenging and rewarding career as a Financial Advisor? Quilter Financial Advisers offers an excellent opportunity to join a leading advisory business in the UK, with a strong reputation for delivering exceptional service to clients. As a key member of our team, you...


  • Glasgow, Glasgow City, United Kingdom Certain Advantage Full time

    Certain Advantage is seeking a highly skilled Chief Financial Strategist to join their team. This pivotal role involves analysing large volumes of data, working on initial concepts through to final presentation and recommendations.This is an opportunity for a confident, driven and commercially minded finance professional to interact with and support senior...


  • Glasgow, Glasgow City, United Kingdom Solutions Driven Full time

    Job Description:We are seeking an experienced Controller and Financial Strategist to join our team. The ideal candidate will have extensive experience in managing all aspects of financial activities, ensuring financial stability and strategic insight.Main Responsibilities:Budgeting & Forecasting: Develop, monitor, and report on budgets and forecasts to...


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

    Required Skills and Qualifications:To succeed in this Chief Financial Strategist role, you will need:A qualified accountant with excellent communication, stakeholder management and interpersonal skillsStrong Excel and systems skillsAbility to manage multiple projects and priorities and work effectively under pressureThis is a unique opportunity to join a...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    **Job Overview:**Senior Financial Strategist is required to build and maintain relationships with private clients at IDEX Consulting Ltd.You will work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them. This involves reviewing existing portfolios, identifying opportunities for growth, and...


  • Glasgow, Glasgow City, United Kingdom Personal Choice Financial Advisors, LLC Full time

    Solicitors for International & Offshore Team are seeking an experienced Dispute Resolution Lawyer to join their specialist team at Personal Choice Financial Advisors, LLC. The team deals with a variety of complex and interesting claims, including:Accidents that have taken place abroad or offshoreProduct liability claims internationallyWe offer a competitive...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Are you looking for a challenging and rewarding career as a Financial Advisor? Do you have a passion for helping others achieve their financial goals?Quilter Financial Advisers is seeking an experienced Financial Advisor to join our team in the UK. As a key member of our team, you will be responsible for providing expert advice and guidance to clients,...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers offers an exciting opportunity for experienced financial planners to grow their careers in a dynamic and supportive environment. As a Financial Advisor, you will work closely with clients to develop tailored financial plans, analyse market trends, and provide expert advice on investment opportunities.This is a fantastic chance to...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Job SummaryWe are currently recruiting for a highly skilled Financial Advisor to join our team at Quilter Financial Advisers. The successful candidate will be responsible for delivering high-quality financial advice to clients, managing existing relationships, and identifying new business opportunities. With a strong background in financial services,...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    Job Title: Chief Financial StrategistA newly created position has arisen at Reed Specialist Recruitment Ltd due to the growth of the company, reporting directly to the Finance Director. As a senior manager, you will ensure the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. You will provide...


  • Glasgow, Glasgow City, United Kingdom SSE plc Full time

    SSE plc is a leading energy company with ambitious goals to be a major player in the low-carbon world. Our Finance function plays a critical role in driving this vision, and we are seeking an experienced Chief Financial Strategist to lead our finance transformation efforts.About the RoleThis exciting opportunity will see you develop and implement innovative...


  • Glasgow, Glasgow City, United Kingdom Synchro Full time

    Join us as a Data-Driven Strategist in Dubai and be at the forefront of business transformation in the financial sector. As a key member of our Data Analytics Unit, you'll play a pivotal role in shaping strategies and driving growth.We're looking for a seasoned professional with expertise in Business Intelligence and Data Analytics. Your skills in BI tools...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Join Quilter Financial Advisers as a Personal Wealth Manager and take advantage of this exceptional opportunity to enhance your career and personal growth.We pride ourselves on providing face-to-face service to our clients across the UK. Our large team of Advisers ensures that every client receives a high level of personal service and attention.The Role:You...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Discover a rewarding career opportunity in the financial services sector with Quilter Financial Advisers, a leading advisory business dedicated to providing expert financial planning services.We offer a dynamic work environment, competitive salaries, and a comprehensive benefits package, including financial support, pre-qualified lead generation, marketing...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    We are seeking a highly skilled and experienced Personal Finance Specialist to join our team at Quilter Financial Advisers. As a Personal Finance Specialist, you will play a critical role in helping clients achieve their long-term financial goals.The estimated annual salary for this position is £80,000 - £140,000, based on experience and qualifications....


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    About the Role:We are seeking an experienced Personal Finance Specialist to join our team at Quilter Financial Advisers. As a key member of our advisory team, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial objectives.Responsibilities:Assess client needs and develop personalized financial...