Wealth Management Leader

Job Title: Wealth Management DirectorAbout the Role:We are seeking a highly experienced Wealth Director to join our expanding national wealth management firm in the Highlands. As a Wealth Director, you will be responsible for the management and growth of relationships with our existing and new clients.Key Responsibilities:Develop an in-depth understanding of...

About Regal Brooke LimitedWe are a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations.Job ResponsibilitiesAs a Trainee Wealth Manager, you will work closely with senior wealth managers to provide financial planning and investment management services to clients....

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Regal Brooke Limited. As a key member of our wealth management team, you will be responsible for providing exceptional client service, conducting comprehensive client assessments, and developing customized financial plans.Key...

Job SummaryWe are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities• Co-ordinate the Planners' diaries and arrange...

The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Key Responsibilities:Reviewing clients' financial needs, attitude to risk, and...

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...

About QuilterQuilter is a leading provider of wealth management services, with a rich history dating back over 250 years. Our team of experts provides expert discretionary investment management and financial advice to individuals and families, charities, trusts, and professional partners. We offer a highly personalized service, with a strong focus on...

Wealth Management Graduate ProgrammeAre you looking to embark on a rewarding career in financial services?This 4-year programme is designed to provide you with the ideal blend of practical experience and theoretical knowledge to become a Chartered Financial Planner.Within our Client Service Executive role, you will be responsible for ensuring efficient...

Job DescriptionWe are seeking a highly skilled Strategic Investment Leader to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for driving growth and delivering exceptional results for our clients.Key Responsibilities:Develop and implement investment strategies that meet the needs of our high net...

Job Title: Trip Leader Training ManagerCompany: Grand Circle CorporationJob Summary:We are seeking a highly skilled and experienced Trip Leader Training Manager to join our team. As a Trip Leader Training Manager, you will be responsible for hiring and training Trip Leaders to deliver in-depth tours of Great Britain.Key Responsibilities:Hiring and training...

Job Title: Tour Leader ManagerGrand Circle Corporation is seeking a highly skilled and experienced Tour Leader Manager to join our team. As a key member of our operations team, you will be responsible for leading and managing our tour leaders to deliver exceptional customer experiences.Key Responsibilities:Hire and train tour leaders to deliver high-quality...

Programme OverviewWe are seeking a talented individual to join our Wealth Planning team as a School Leaver. This is a fantastic opportunity to kick-start your career in financial services and develop the skills and knowledge needed to become a Chartered Financial Planner.The programme is designed to provide a structured and supportive environment, with a...

Job Title: Trip Leader Training ManagerJob Summary: We are seeking a highly skilled and experienced Trip Leader Training Manager to join our team at Grand Circle Corporation. As a key member of our operations team, you will be responsible for hiring and training Trip Leaders to deliver exceptional tours of Great Britain.Key Responsibilities:Hiring and...

Grand Circle Travel and Overseas Adventure Travel is a quality-driven company that seeks a dedicated professional to fill the role of Trip Leader Training Manager. We are committed to changing the lives of our travelers, employees, and communities in which we work and travel. As the largest U.S. direct marketer of international travel, adventure, and...

Job Summary: We are seeking a highly skilled and experienced Tour Leader Manager to join our team at Grand Circle Corporation. The successful candidate will be responsible for leading and managing a team of Tour Leaders, providing coaching and training to ensure they deliver exceptional tour experiences for our customers.Key Responsibilities:* Lead and...

Contract Project EngineerBrightwork is delighted to be supporting our client, a renowned global leader in the industry, with an exceptional reputation for delivering high-quality products to a global market.You will have a dynamic and varied role, responsible for complete end-to-end project management for manufacturing plant and equipment. Your key...

Programme OverviewWe are seeking a talented individual to join our Wealth Planning School Leaver Programme, designed to equip you with the knowledge, skills, and qualifications needed to become a Chartered Financial Planner.This 4-year structured programme begins as a Client Service Executive, progressing to a Paraplanner position upon completion of required...

Programme OverviewWe are seeking a talented individual to join our Wealth Planning School Leaver Programme, designed to provide a comprehensive career development experience in financial services.This 4-year structured programme is tailored to equip you with the knowledge, skills, and qualifications needed to become a Chartered Financial Planner.Client...

Programme OverviewWe are seeking a talented individual to join our Wealth Planning School Leaver Programme, designed to provide a comprehensive career development experience in financial services.As a Client Service Executive, you will be responsible for ensuring client on-boarding and ongoing service queries are managed efficiently and in a timely...

Key Responsibilities:As a Senior Software Engineer C# Expert at Saragossa, you will work alongside technical leaders and senior management to challenge the status quo and improve software development best practices. Your core focus will be to enhance the security and vulnerability management around wealth management applications. You will be responsible for...