Senior Wealth Management Administrator

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...

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...

**Glasgow** **£31,000** Utopian Professional Recruitment are delighted to be working with our Glasgow based client in the legal and wealth management sector who are looking to expand their team with a Wealth Management Administrator **Your key responsibilities will include**: - Providing day to day administration support to the Wealth Managers - Ensure...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ - **12-Month Fixed-Term Contract**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...

Job DescriptionWe are looking for a skilled Wealth Management Expert to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing expert advice, and contributing to the development of our asset management strategies.The ideal candidate will have extensive...

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...

**EB Recruitment has a fantastic opportunity for an Administrator to join the Wealth Planning team of a growing legal firm in Glasgow City Centre.** This role will focus on providing effective administrative support to the Financial and Wealth Planning team to ensure an efficient processing of business and to deliver a high quality service to clients. -...

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...

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 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...

We are a growing firm, currently with 34 Partners, specialising in the areas of private client, commercial property, corporate, commercial dispute resolution, renewable energy, healthcare, telecoms and family businesses. We have offices in Glasgow, Edinburgh, Inverness, Dunfermline and Dunblane. The role We are looking for an experienced Financial Planning...

Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Assistant to join our wealth management team in Glasgow. As a key member of our organization, you will play a vital role in supporting the growth and success of our business.The ideal candidate will have strong administrative experience, with a proven track record of...

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...

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...

Key Responsibilities:We are seeking a highly motivated and organized Financial Services Coordinator to join our team. The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.Liaising and Communication:Liaise with policy providers for policy details and...

Role OverviewWe are seeking a highly skilled and experienced Investment Manager to join our team in Central Scotland. This is an excellent opportunity for someone who wants to build on their existing connections and expand their client base.Key ResponsibilitiesProduce quality Assets Under Management (AUM) by building on your existing and new...

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...

Role OverviewWe are seeking an experienced Paraplanner to join our team at Eden Scott, a highly respected wealth management firm based in Glasgow. This rare opportunity will provide a challenging and rewarding role for a skilled professional to support our Senior Planner during a period of growth.The successful candidate will be responsible for:Preparation...

Job Description Senior Administrator Location - Glasgow Salary - Up to £28,000 (DoE) Hours - Full-time / In Office Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Senior Administrator to work in the Glasgow office of a successful Partner Practice. You will...