Senior Financial Strategist

11 hours ago


Dundee, Dundee City, United Kingdom Gilson Gray LLP Full time
Financial Adviser Role

We are seeking a highly driven Financial Adviser to join our successful Financial Management team in Dundee.

About the Position:
  • The ideal candidate will be responsible for delivering exceptional client service and providing tailored financial planning solutions
  • Key responsibilities include contact existing and new clients, conducting in-depth reviews of clients' financial circumstances, and researching and analysing information to design financial strategies and prepare proposals to best suit individual clients' requirements
  • Other key responsibilities include completing analyses of clients' attitude to risk in accordance with their financial planning decisions, reviewing and responding to clients' changing needs and financial circumstances, and communicating with other relevant professionals in relation to clients' circumstances
  • The successful candidate will also have the opportunity to participate in monthly marketing meetings and strategies for business development, and perform reasonable tasks/Adhoc project work that may be required from time to time
About Us:

Gilson Gray's Financial Management team is part of a continuously growing organisation.

Salary Information:

The estimated salary for this position is £50,000 per annum, depending on experience.



  • Dundee, Dundee City, United Kingdom Broker Insights Ltd. Full time

    At Broker Insights Ltd., we are seeking a highly skilled Senior Marketing Strategist to lead our marketing efforts. This role will involve managing multiple projects, meeting deadlines, and communicating with technical and commercial roles.The ideal candidate will have a strong background in marketing and brand management, with experience in developing and...


  • Dundee, Dundee City, United Kingdom beBee Professionals Full time £35,000 - £55,000

    As a Business Growth Strategist at beBee Professionals, you will be responsible for driving business expansion through strategic client engagement and innovative sales strategies. Key responsibilities include developing and executing business strategies to identify new market opportunities, forging and maintaining strong, profitable relationships with key...


  • Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly experienced Senior Financial Executive to join our finance team in Dundee, United Kingdom. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to...


  • Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Dundee, UK.Key Responsibilities:Develop and implement financial plans, reports, and forecasts.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits and compliance.Build relationships with external partners and...


  • Dundee, Dundee City, United Kingdom Insights Learning & Development Ltd Full time

    Company OverviewInsights Learning & Development Ltd is a global learning and development company that works in partnership with leading organisations worldwide. Our preference-based learning solutions have positively impacted millions of lives globally, and our product portfolio helps customers transform their people, teams, and organisations.SalaryThe...


  • Dundee, Dundee City, United Kingdom Hutcheon Mearns Full time

    Hutcheon Mearns is an established firm of accountants seeking to add a Senior Financial Advisor to its team. The company has clients ranging from self-employed individuals to SME and large multinational businesses, providing financial advice and accountancy services including Taxation, Audits, Payroll, Bookkeeping, and future business planning.The role would...


  • Dundee, Dundee City, United Kingdom The Scottish Government Full time

    Job SummaryWe are seeking a highly skilled Lead Solutions Architect to join our Architecture and Design branch. As a key member of our team, you will define strategy, collaborate with senior stakeholders, and mentor junior colleagues.Key ResponsibilitiesPresenting recommendations for technologies or improvements to enhance systems to support project goals to...


  • Dundee, Dundee City, United Kingdom Hutcheon Mearns Full time

    Hutcheon Mearns is a well-established and growing Accountancy firm based in Arbroath, Angus. We are currently seeking a highly skilled and experienced Senior Financial Manager to join our finance team.The role will involve overseeing a varied portfolio of clients, dealing directly with clients, accounts, and bookkeeping teams within the firm. Key...

  • Financial Director

    2 months ago


    Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a detail-oriented and experienced Financial Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Dundee, UK.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and manage the company's cash flow, ensuring financial stability.Oversee month-end and year-end...

  • Financial Director

    3 months ago


    Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Dundee, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

  • Financial Controller

    3 months ago


    Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Dundee, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...


  • Dundee, Dundee City, United Kingdom Insights Full time

    Job OverviewAt Insights, a global learning and development company, we are seeking a Strategic Financial Business Partner to join our team. This role is responsible for managing and analysing functional and strategic spend, driving financial performance and efficiency across the business.The ideal candidate will have a professional accountancy qualification...


  • Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Manager to lead our finance team in Dundee, UK.Key Responsibilities:Develop and implement financial plans, reports, and forecasts.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits and compliance.Build relationships with external partners and...


  • Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Senior Quantity Surveyor Job DescriptionWe are seeking an experienced Senior Quantity Surveyor to join our construction team in Dundee, United Kingdom. The ideal candidate will have a proven track record in managing cost estimation, procurement, and contract negotiation, ensuring project financial efficiency and compliance with industry standards.Key...


  • Dundee, Dundee City, United Kingdom Retrack Personnel Holdings Limited Full time

    As a Financial Portfolio Manager at Retrack Personnel Holdings Limited, you will be responsible for managing a portfolio of financial jobs and ensuring accurate and timely delivery of agreed outputs to either the client or the senior manager.About the RoleWe are looking for an experienced Accounts Director to join our team in Dundee. As an Accounts Director,...


  • Dundee, Dundee City, United Kingdom The Scottish Government Full time

    About the RoleThis Senior IT Strategist Role plays a vital part in shaping the future of social security provision in Scotland. As a highly skilled Lead Solutions Architect, you will lead a large team of Solutions Architects working on AWS and oversee our AWS Solutions Architecture team.ResponsibilitiesDefining strategy and collaborating with senior...


  • Dundee, Dundee City, United Kingdom Hutcheon Mearns Ltd Full time

    Job OverviewHutcheon Mearns Ltd is seeking a skilled Financial Business Partner to support the Group Financial Controller and Senior Finance Manager in Arbroath, Angus. As a key member of the finance team, you will play a crucial role in analyzing financial results and ensuring robust financial control.Key ResponsibilitiesPrepare and analyze monthly...


  • Dundee, Dundee City, United Kingdom NCR Atleos Full time

    About UsNCR Atleos is a leader in expanding financial access with over 20,000 dedicated employees across the globe. Our team optimizes branch operations, improves efficiency, and maximizes self-service availability for financial institutions and retailers.We are seeking ambitious undergraduates to join our Finance team full-time as Junior Finance Analysts....


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

    Jenson Fisher Consulting Ltd is thrilled to partner with a long-standing client in Dundee to recruit an experienced Accountant on a permanent, full-time basis.Job OverviewThe Accountant will report directly to the Managing Director and be responsible for overseeing the finances of one business within a Group structure. This role requires a Qualified (ACCA,...

  • Senior Accountant

    3 months ago


    Dundee, Dundee City, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Dundee, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...