Senior Wealth Advisor

Eden Scott is seeking a skilled Senior Wealth Management Advisor to join our team in Glasgow. With a proven track record in financial planning and wealth management, you will play a key role in helping our clients achieve their financial goals.The successful candidate will have a diploma 4 qualification with CAS status, extensive experience in relationship...

About 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...

Job Title: Wealth Management Advisor About the OpportunityWe are seeking an experienced Paraplanner to join our team in Glasgow. In this role, you will work closely with our advisors and partners to deliver high-quality financial services to our clients. Key Responsibilities:Deliver technical research services to a team of Advisors and partnersPrepare...

Job Overview:Quilter Financial Advisers is looking for a skilled Wealth Management Advisor to join our team. As a key player in our advisory team, you will work closely with clients to understand their financial goals and provide expert guidance to help them achieve success.Main Responsibilities:Conduct thorough financial analyses to identify areas for...

About the RoleWe are looking for an experienced Paraplanning Expert to join our team at IDEX Consulting Ltd in Glasgow.This is a fantastic opportunity for a skilled Paraplanner to work remotely, with the option to spend 2-3 days per month in the office.Key Responsibilities:To prepare high-quality written advice and provide technical research services to our...

Welcome to deVere GroupWe are a global financial services company that provides wealth management and investment solutions to clients worldwide. Our mission is to help individuals and businesses achieve their financial goals through our expertise and innovative products.The ideal candidate will be an ambitious, entrepreneurial-minded individual with...

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 RoleIDEX Consulting Ltd is seeking an experienced Senior Financial Planner to join our team in Glasgow. As a key member of our team, you will play a vital role in delivering high-quality advice to clients and contributing to the company's growth.The successful candidate will have the ability to prepare written advice, provide technical research...

Penguin Recruitment Ltd are proud to partner with one of the nation's leading geoenvironmental consultancies to recruit a Senior Geo-Environmental Advisor. This is an exceptional opportunity for a highly experienced professional to take on a senior leadership role and make a significant contribution to the success of the company.The successful candidate will...

Becoming a Wealth DirectorAre you a motivated and ambitious individual looking to develop your career in wealth management?We are seeking a qualified Wealth Director to join our team, with a strong background in providing private client investment advice.As part of our expanding national wealth management firm, you will have the opportunity to work with a...

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...

Job Title: Paraplanner for Wealth Management RoleAbout the Company: IDEX Consulting Ltd is a leading consulting firm that specializes in wealth management services.Salary: £35,000 - £45,000 per annumJob Description: We are seeking an experienced Paraplanner to join our team in Glasgow. As a Paraplanner, you will be responsible for preparing written advice...

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,...

As a Wealth Planning Associate, you will be responsible for delivering high-quality paraplanning services to our team of Advisors and partners at IDEX Consulting Ltd in Glasgow. This is an excellent opportunity to develop your skills and expertise in a supportive and dynamic environment.Your key responsibilities will include preparing written advice and...

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...

This senior private wealth lawyer position with QED Legal presents an exceptional opportunity to join a leading law firm in Scotland and make a real impact on the lives of their clients.You will be handling a wide range of private client matters, from estate planning and trusts to executries and wealth management. Your expertise will be valued by clients who...

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....

IDEX Consulting Ltd is seeking a Wealth Management Professional to join our team in Glasgow.This role offers the opportunity to work from home (with occasional office visits).Main Responsibilities:Conduct thorough research to prepare written advice for clients.Collaborate with Advisors and partners to deliver high-quality client services.Participate in...

We are seeking an experienced Wealth Management Executive to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.The successful candidate will be responsible for managing and growing relationships with existing and new...

Join us at Quilter Financial Advisers as a Financial Advisor and take advantage of an exciting career opportunity in wealth management.About the Role:Your key responsibilities will include creating personalized financial plans, analyzing client needs, and providing expert advice on investment opportunities.You will also play a crucial role in building...