Senior Wealth Manager
1 month ago
The role of Senior Wealth Manager at IDEX Consulting Ltd is to provide comprehensive financial planning and investment strategies for high net worth individuals and families.
Key Responsibilities:- Understand and review clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable investment solutions.
- Build relationships with new and existing private clients to provide ongoing support and administration.
- Manage investment portfolios, including 'managing out' existing investments and reinvesting capital into managed portfolios.
- Regularly report changes within portfolios and performance to clients, and attend review meetings as required.
- Identify wealth management opportunities for referral to internal Financial planners or execution.
- Engage with prospective clients, present and discuss propositions, and convert prospects into clients.
- Develop and deepen relationships with existing clients, providing ongoing support and administration.
Requirements include a minimum diploma level 4 qualification, preferably Chartered, and CF30. Candidates should be driven, ambitious, and possess excellent client focus.
In return, successful candidates will receive a competitive salary and benefits package, including PMI and PHI.
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Wealth Management Expert
1 month ago
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Senior Wealth Management Specialist
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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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...
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Senior Wealth Manager
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Senior Wealth Management Leader
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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeSenior 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,...
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Senior Wealth Management Advisor
1 week ago
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Wealth Management Specialist
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Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeKey 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...
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Senior Private Wealth Lawyer
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Wealth Management Professional
4 weeks ago
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Wealth Manager
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Glasgow, Glasgow City, United Kingdom mbf Full timeAbout 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.
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Senior Wealth Management Advisor
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Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking an experienced financial planner to join our dynamic and growing team at Eden Scott. As a senior wealth management advisor, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesYour main responsibilities will include:conducting financial analysis and providing advice to...
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Wealth Management Professional
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Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeWealth 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...
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Wealth Management Specialist
1 week ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAre 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...
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Wealth Management Specialist
1 week ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeJob 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...
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Wealth Management Professional
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Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAs a Wealth Management Professional at Quilter Financial Advisers, you will be responsible for providing expert advice and guidance to clients on managing their wealth effectively. This role offers a unique opportunity to build your own business within our established network.The estimated annual salary for this position is £70,000 - £120,000, based on...
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Wealth Management Professional
1 week ago
Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeAbout 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...
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Holistic Wealth Manager
1 month ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeIn 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...
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Wealth Management Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeA 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...
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Senior Wealth Management Professional
1 week ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeA highly regarded national Wealth Management firm is looking to expand its presence in Central Scotland by recruiting an additional Investment Manager.As a key member of our team, you will be responsible for producing quality Assets Under Management (AUM) and covering all aspects of your HNW client's investment needs.You will have considerable experience...
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Wealth Management Operations Assistant
1 day ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob 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...
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Wealth Management Specialist
1 week ago
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