Wealth Management Assistant

A challenging and rewarding role has become available for a skilled Paraplanner to support the Financial Adviser/MD at a large wealth management firm in Glasgow. As a Wealth Management Assistant, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.This is an excellent opportunity...

Job DetailsWe are seeking a highly motivated and detail-oriented Wealth Management Operations Assistant to join our team at Evelyn Partners Fund Solutions Limited in Glasgow. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our wealth management activities.About the RoleThis is an exciting opportunity to...

About the RoleWe are seeking an experienced Wealth Manager to join our team in Glasgow.The successful candidate will be responsible for managing a portfolio of High Net Worth (HNW) clients, providing expert financial planning advice and delivering tailored solutions to meet their needs.

Wealth DirectorLocation: Inverness & AberdeenWe are seeking a qualified and experienced Investment/Wealth Director to join our team. The successful candidate will have proven experience in providing quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The ideal candidate will be responsible for managing and growing...

Senior Wealth Management LeaderWe are seeking a highly skilled Senior Wealth Management Leader to join our National Wealth Management Firm in Glasgow and Edinburgh.This key role involves leading a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage,...

Are you looking for a challenging and rewarding career in wealth management? Quilter Financial Advisers is seeking a skilled Wealth Management Specialist to join its team.This role offers a fantastic opportunity to work with high net worth individuals and families, providing bespoke financial planning solutions to meet their complex needs.The estimated...

Job DescriptionThe Recruitment Council is seeking a skilled Wealth Management Assistant Lead to support our team in delivering exceptional client services.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesManage new business implementations,...

Job Title: Wealth Management SpecialistWe are seeking an experienced Investment Director to join our team in Glasgow and Edinburgh. As a Wealth Management Specialist, you will be responsible for providing expert advice on investment management and ensuring that our clients' financial goals are met.Main Responsibilities:To provide tailored investment...

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

About the RoleWe are seeking a Wealth Management Professional to join our team at Quilter Financial Advisers.This is a fantastic opportunity to work with high-net-worth individuals and families, providing tailored investment advice and guidance to help them achieve their financial goals.The successful candidate will have a strong background in wealth...

In this challenging and rewarding role as a Holistic Wealth Manager, you will provide expert advice to clients on their financial goals and circumstances. Based in Glasgow, you will work closely with a portfolio of retail clients.With a minimum of 2 years' experience in a Financial Adviser capacity, you will possess a strong understanding of pensions and...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

About the RoleWe are looking for an experienced Wealth Management Specialist to join our team at Quilter Financial Advisers. In this role, you will work closely with clients to understand their financial objectives and develop tailored investment strategies to meet their needs.The successful candidate will have a proven track record in wealth management,...

Shepherd and Wedderburn LLP is seeking a highly motivated Private Wealth Administrator to join their Private Wealth and Tax team. This is an exciting opportunity for someone looking to develop their skills in administration and client service.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

Key ResponsibilitiesThe Investment Director will be responsible for managing a portfolio of HNW clients, providing expert investment advice, and building strong relationships to drive business growth. This role requires exceptional communication skills, attention to detail, and a passion for delivering high-quality results.About UsWe are a leading Wealth...

Job Description:We are seeking a highly skilled Wealth Management Executive to join our team in Glasgow & Edinburgh.Responsibilities:Cultivate quality assets under management and cater to the diverse investment requirements of HNW clients through building existing and new connections and working closely with colleagues.Establish and maintain long-lasting,...

Join Quilter Financial Advisers, a leading provider of wealth management services in the UK. As a Financial Advisor, you will be part of a dynamic team dedicated to helping individuals achieve their financial goals.In this role, you will be responsible for advising clients on investment strategies, managing risk, and developing comprehensive financial plans....

About the RoleWe are looking for a skilled Wealth Management Administrator to join our team. The successful candidate will be responsible for supporting our Paraplanners/Planners by collating information for financial planning processes using various software systems.This role involves analysis, preparing quotes and paperwork, suitability letters, and new...

Job OverviewHeat Recruitment is seeking a skilled HNW Discretionary Wealth Manager to join their team in Central Scotland. As an Investment Director, you will play a key role in growing the company's presence across the region and driving revenue growth.Your primary responsibilities will include managing client relationships, producing quality AUM, and...

Company OverviewOur client is an International Wealth & Investment Management organisation operating at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW Client Book.This company are well established and have significant financial backing, enabling them to carry out...