Personal Finance Consultant

20 hours ago


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 support, and access to market-focused training programs.

The Job Requirements:

  • You will work closely with clients to gather information about their financial goals, risk tolerance, and current financial situation, and use this data to develop personalized financial plans.
  • As a Financial Planning Specialist, you will be responsible for advising clients on current financial issues and providing recommendations to help them achieve their objectives.
  • Generating new business opportunities and building relationships with existing clients will also be a major part of your responsibilities.

About You:

  • As a qualified financial planner, you will have proven experience working with clients to develop personalized financial plans and a strong understanding of financial regulations and products.
  • Excellent analytical skills, attention to detail, and strong math skills are essential for managing client finances effectively.
  • A customer-oriented attitude, outstanding communication skills, and ability to foster long-term relationships are also critical qualities for success in this role.

Salary Estimate: £50,000 - £70,000 per annum



  • 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...


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

    Your RoleAs a Financial Advisor at Quilter Financial Advisers, your primary responsibility will be to develop and implement effective financial plans for our clients. You will work closely with our team to identify client needs, provide personalized advice, and help them achieve their financial objectives.ResponsibilitiesDeliver exceptional financial...


  • Glasgow, Glasgow City, United Kingdom Dobson Welch Recruitment Specialists Full time

    We are actively recruiting for a Senior Commercial Finance Consultant to cover Edinburgh and Glasgow. This is an exceptional opportunity to work with a leading Commercial Finance Brokerage.The successful candidate can expect a competitive starting salary of £50,000-£80,000, with a bonus structure that increases significantly when targets are met.To succeed...


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

    Key ResponsibilitiesDevelop and implement financial plans for clientsAnalyse financial information and provide expert adviceBuilt strong relationships with clientsStay up-to-date with industry regulations and developmentsWe are seeking an experienced and skilled Financial Advisor to join our team. If you have a passion for helping others achieve their...


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

    Job Summary:We are seeking a highly skilled Financial Advisor to join our advisory business at Quilter Financial Advisers. As a key member of our team, you will be responsible for providing expert financial planning and advice to clients.Key Responsibilities:Develop and implement financial plans to meet client goalsAnalyse client financial information and...


  • Glasgow, Glasgow City, United Kingdom Dobson Welch Recruitment Specialists Full time

    We are seeking a highly motivated Commercial Finance Broker to join our team in Edinburgh and Glasgow. This role offers an excellent opportunity to work with a leading and award-winning brokerage, providing a platform for career advancement in commercial finance.The successful candidate can expect a competitive starting salary of £45,000-£75,000, with a...


  • Glasgow, Glasgow City, United Kingdom Gillespie People Solutions Full time

    About the RoleWe are seeking an experienced Senior Recruitment Consultant to lead our Qualified recruitment business in Glasgow. This is an excellent opportunity for a talented recruiter to take on a leadership position and drive growth in a dynamic and innovative company.As a Senior Recruitment Consultant, you will be responsible for identifying and...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job SummaryWe are seeking a skilled Finance Regulatory Specialist to join our team at Core-Asset Consulting Ltd in Glasgow. The successful candidate will have experience in managing global finance, daily reporting, and project management.This is a 12-month contract opportunity for a highly motivated individual who can work effectively in a fast-paced...


  • Glasgow, Glasgow City, United Kingdom MORRICE MACFEATE SEARCH & CONSULTANCY LTD TA MM Search Full time

    Company Overview:MORRICE MACFEATE SEARCH & CONSULTANCY LTD T/A MM Search seeks a highly skilled Regional Finance Director to oversee the financial operations of our hotel portfolio.Salary: £60,000 - £80,000 per annumJob Description:As a Regional Finance Director with MORRICE MACFEATE SEARCH & CONSULTANCY LTD T/A MM Search, you will be responsible for...


  • Glasgow, Glasgow City, United Kingdom BDO UK Full time

    About the RoleYou'll be working with our Transaction Advisory team, providing expert financial services to high-growth businesses. Your experience in finance will enable you to understand the complexities of our clients' affairs and provide tailored advice.You'll have ACA/ACCA qualification or equivalent, as well as strong knowledge of MS Office,...


  • Glasgow, Glasgow City, United Kingdom Sustain Value Full time

    Job Description:Sustain Value is a boutique sustainability management consultancy that specializes in nature and natural capital consulting. Our team of experts assists businesses, investors, and governments in understanding, valuing, and managing their impacts on the environment.We are committed to creating a more sustainable planet for current and future...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job SummaryWe are looking for a talented Risk Governance Specialist - Finance to join our team at Core-Asset Consulting Ltd. This role involves support for finance-owned operational risk data governance in a global financial services firm.The successful candidate will be responsible for control validation, reporting, and analysis, with a focus on operational...


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

    Join Our Team of Financial ExpertsAs a Financial Advisor with Quilter Financial Advisers, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.Estimated Salary: £60,000 - £80,000 per annumYour Key ResponsibilitiesDevelop and implement personalized financial plans for...


  • Glasgow, Glasgow City, United Kingdom Jenson Fisher Consulting Ltd Full time

    Company OverviewJenson Fisher Consulting Ltd, a rapidly expanding company based in North Lanarkshire, seeks an experienced Group Accountant to join their dynamic team. As a key member of the finance department, you will play a pivotal role in driving business growth and success.


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job SummaryWe are seeking an independent financial consultant to join our team at Eden Scott. As an independent financial consultant, you will work closely with our clients to develop and implement personalized financial plans.Main ResponsibilitiesYour main responsibilities will include:conducting financial analysis and providing advice to clientsdeveloping...


  • Glasgow, Glasgow City, United Kingdom Jenson Fisher Consulting Ltd Full time

    Company OverviewJenson Fisher Consulting Ltd is a well-established organisation based in Glasgow City Centre.We are looking for a skilled Finance Team Leader to join our team.Job DescriptionThe ideal candidate will have previous finance experience and be able to support the Cashier Manager in developing and coaching team members.They will also participate in...

  • Finance Lawyer

    5 days ago


    Glasgow, Glasgow City, United Kingdom JMC Legal Recruitment Full time

    Job OverviewThe Glasgow Banking and Finance team of a top-tier Legal 500 firm is seeking a skilled Banking & Finance Solicitor to join their dynamic legal practice.This forward-thinking firm has a rich heritage, exceptional client service, and a comprehensive range of expertise in handling complex corporate transactions, resolving disputes, supporting real...


  • Glasgow, Glasgow City, United Kingdom MORRICE MACFEATE SEARCH & CONSULTANCY LTD TA MM Search Full time

    Job DescriptionMORRICE MACFEATE SEARCH & CONSULTANCY LTD T/A MM Search is seeking a Senior Finance Professional to join their team as a Regional Financial Manager.The successful candidate will be responsible for managing the financial operations of our regional hotels, including budgeting, forecasting, and financial analysis.This is a challenging and...


  • Glasgow, Glasgow City, United Kingdom The Richmond Fellowship Scotland Full time

    Detailed Job DescriptionThe Richmond Fellowship Scotland offers a unique opportunity for a Support Practitioner to work with us in Motherwell.As a member of our team, you will be responsible for providing high-quality support to individuals with disabilities and/or additional support needs, focusing on empowerment, choice, and inclusion.Your duties will...