Wealth Planning Associate

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...

We are seeking a dedicated Private Client Solicitor to join our dynamic team at Venari Legal. This is an exciting opportunity to work on complex cases, manage high net-worth clients, and contribute to the firm's growth.The successful candidate will have experience in providing tax advice, wealth planning, and family succession services. They must be...

Job RoleWe are looking for a skilled Administrator to join our Client Delivery team, supporting our Wealth Planners in providing high-quality services to our clients.Main TasksObtain policy details from policy providers and create policy illustrationsProcess new business applications and track their progressDevelop strong relationships with clients to ensure...

Are you a driven professional looking to advance your career in financial planning? We have an exciting opportunity for a Financial Planning Associate to join our team at Eden Scott.This role will provide essential support to our financial advisers through technical research and report writing, as well as attending meetings as required. Our advisers offer...

About IDEX ConsultingIDEX Consulting is a young, dynamic, and growing business at an early stage in its development. We are looking for a skilled Compliance Manager - Wealth Planning to join our team and contribute to our success. As a Compliance Manager, you will play a crucial role in ensuring that our advice is of the highest quality and delivered by...

We are seeking an experienced Wealth Management Professional to join our team at Eden Scott.Job Overview:We are a growing and highly reputable independent stable wealth management practice, looking for someone who fits within our company culture.The ideal candidate will have a strong background in wealth management, excellent communication skills, and be...

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.

Beaumont Associates Ltd invites applications from experienced Private Wealth Directors who wish to take on a senior leadership role within our Private Client team in Edinburgh/Glasgow.As a key member of our team, you will be responsible for driving business growth, leading by example, and maintaining our firm's high standards of professionalism and...

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...

As 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...

Opportunity OverviewWe are looking for a qualified and experienced Wealth Director to join our team in the Highlands, providing quality investment advice to HNW/UHNW individuals.Key ResponsibilitiesDevelop and manage relationships with existing and new clientsConduct comprehensive analysis of clients' personal circumstances, risk profile, and investment...

About the JobWe are looking for an experienced Wealth Management Advisor to join our team in Glasgow. As a key member of our team, you will be responsible for providing expert advice on financial planning and wealth management.The successful candidate will have a strong background in financial planning, with a minimum of level 4 certification and working...

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...

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...

Job SummaryWe are seeking a highly skilled Administrator to join our Client Delivery team, providing support to our Wealth Planners in delivering an exceptional service to our clients.Key ResponsibilitiesCollaborate with policy providers to obtain policy details and illustrationsManage new business applications and ensure timely completionCommunicate...

At MBF, we are seeking an experienced Wealth Strategist to join our team in Glasgow.We offer a competitive salary of £75,000 - £120,000 per year, depending on experience and qualifications. Our benefits package includes generous Pension contribution, DIS, Income Protection, PMI, share options, Electric Vehicle Scheme, and many others.The ideal candidate...

About the Role">This Administrative Support Specialist position offers a unique opportunity to work in a dynamic team environment and support the success of Financial Planners at Heat Recruitment. As a key member of the team, you will be responsible for gathering information to aid financial planning processes, comparing products and providers, preparing...

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 Description:We are looking for an experienced Financial Planner to join our team in Glasgow.Role Summary:This is a key position in our wealth management team, responsible for delivering expert financial planning advice to high net worth clients.Key Responsibilities:This role involves analysing client goals, creating tailored solutions, and managing...

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...