Financial Planning Expert

Quilter Financial Advisers is a UK-based advisory business dedicated to providing expert financial planning services. Our team of experienced advisers works closely with clients to understand their unique needs and goals, offering tailored solutions to help them achieve financial stability.We pride ourselves on delivering exceptional service, ensuring that...

We are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and...

Award-winning Eden Scott is looking for an Independent Financial Planning Expert to bolster their Scottish team. As a home-based role, this position offers the flexibility to manage your own workload, with occasional meetings in central locations.About the CompanyEden Scott is a forward-thinking, award-winning independent financial advisory firm, committed...

About the Role:">As a Financial Planner at IDEX Consulting, you will deliver exceptional financial planning, advice, and service to clients. This role is hybrid and requires you to be within a commutable distance to Glasgow or Edinburgh.">Your Key Responsibilities:">Maintain a client base and generate new client enquiries through excellent communication and...

We are seeking a highly accomplished Financial Planning and Analysis Expert to lead the implementation of Planful solutions at Henderson Drake. As a critical member of our team, you will be responsible for delivering high-quality consulting services that drive business value for our clients.Key Responsibilities:Design and Deliver Consulting Engagements: Lead...

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...

Eden Scott is a reputable independent stable wealth management practice looking for an experienced professional to join their team.Job Description:We are seeking a skilled Financial Planning Specialist to develop and maintain strong relationships with clients, providing expert advice on financial planning and wealth management.The ideal candidate will have...

Job OverviewAs a Financial Advisor with Quilter Financial Advisers, you will play a vital role in helping individuals achieve their financial goals.Your primary objective will be to provide expert financial guidance, ensuring clients make informed decisions that meet their needs and objectives.

FP&A SpecialistLusona LLP are partnering with a service sector client to recruit an FP&A Specialist. As part of the wider finance team, you will focus on financial planning and budgeting processes.Analyzing financial performance to provide valuable insights.Supporting the financial planning process with expertise and knowledge.Required qualifications:Finance...

OverviewIDEX Consulting is a dynamic and forward-thinking organization that provides innovative financial planning and advisory services to individuals and businesses.About the Role:This is an exciting opportunity for a qualified individual to gain experience in full Financial Planning, working with established clients and developing their skills in...

Job DescriptionWe are seeking an experienced Financial Planning Specialist 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. The role involves preparing high-quality written advice and providing technical research services...

First Recruitment Group - IT is looking for a Project Financial Expert to join their team in Glasgow.Estimated salary: £60,000 - £75,000 per year.The successful candidate will be responsible for providing financial guidance and support to project teams, ensuring accurate financial planning and management.The role involves:Assisting project managers with...

Job DescriptionA financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.The estimated salary for this position is £40,000 - £60,000 per annum,...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

Job Summary: We are seeking an experienced Financial Expert to join our team at 3D Drumchapel. As a key member of our Finance Department, you will be responsible for providing high-level financial guidance and support to the organization.About Us: 3D Drumchapel is a dynamic organization dedicated to supporting children and families in need. Our mission is to...

Company ProfileAustin Fraser is a global corporation within the industrial and manufacturing industry. With a commitment to innovation and sustainability, we have a significant presence in Glasgow and are well respected for our high-functioning finance department.Job DescriptionManage financial operations within the department, ensuring accuracy and...

Company OverviewWe are a forward-thinking financial services firm dedicated to delivering exceptional client experiences and helping individuals achieve their long-term financial goals. Our team of experienced professionals is passionate about making a positive impact in the lives of our clients.

Pertemps Network Group is delighted to be working on behalf of a well-known organisation in the finance sector. We are seeking an experienced Financial Planning Specialist to join their growing finance team.The successful candidate will work closely with the Finance Business Partner to provide support across all aspects of financial information, including...

About the Role:We are seeking a highly skilled Financial Planner to join our team in Glasgow and play a pivotal role in delivering expert financial planning advice to high net worth clients.Key Responsibilities:This role involves delivering comprehensive financial planning solutions, managing relationships with existing clients, and engaging in business...

About the JobWe are seeking a skilled Financial Planning Professional to join our team in Glasgow, providing expert advice on wealth management and financial planning.The ideal candidate will have a deep understanding of complex financial products and risk management techniques, with a minimum of level 4 certification and working knowledge of CII Level 6...