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Wealth Management Specialist
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Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full timeJoin us at Quilter Financial Advisers as a Financial Advisor and take advantage of an exciting career opportunity in wealth management.About the Role:Your key responsibilities will include creating personalized financial plans, analyzing client needs, and providing expert advice on investment opportunities.You will also play a crucial role in building...
Wealth Distribution Specialist
1 month ago
This is an exciting opportunity for a Wealth Distribution Specialist to play a lead supporting role in the Accumulation Platform at Lloyds Banking Group.
You will work closely with the senior leadership team to deliver high-quality reports, analyse data trends, and identify areas for improvement.
The successful candidate will have experience of using Microsoft data tools, including Excel and Power BI, and a strong background in data analysis and problem-solving.