Wealth Management Advisor

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...

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...

About the RoleWe are looking for an experienced Paraplanning Expert to join our team at IDEX Consulting Ltd in Glasgow.This is a fantastic opportunity for a skilled Paraplanner to work remotely, with the option to spend 2-3 days per month in the office.Key Responsibilities:To prepare high-quality written advice and provide technical research services to our...

Welcome to deVere GroupWe are a global financial services company that provides wealth management and investment solutions to clients worldwide. Our mission is to help individuals and businesses achieve their financial goals through our expertise and innovative products.The ideal candidate will be an ambitious, entrepreneurial-minded individual with...

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...

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.

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

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...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

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...

Role OverviewIDEX Consulting is seeking a highly skilled and experienced Strategic Wealth Manager Lead to join our team. The successful candidate will be responsible for building and maintaining relationships with private clients, providing tailored wealth management solutions, and driving revenue growth.

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...

Senior Wealth Management LeaderWe are seeking a highly skilled Senior Wealth Management Leader to join our National Wealth Management Firm in Glasgow and Edinburgh.This key role involves leading a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage,...

About the RoleWe are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for delivering high-quality AUM and providing exceptional service to your clients. This is an exciting opportunity to work closely with colleagues across the business and contribute...

We are seeking a skilled and dedicated Wealth Management Paraplanner to join our team at Eden Scott's Glasgow office. In this role, you will have the opportunity to work closely with our Financial Advisers and MD to prepare Suitability Reports and liaise with product providers.Your responsibilities will include assisting in ongoing due diligence reviews of...

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...

Shepherd and Wedderburn LLP is seeking a highly motivated Private Wealth Administrator to join their Private Wealth and Tax team. This is an exciting opportunity for someone looking to develop their skills in administration and client service.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

About the RoleThe Titan Wealth Group is seeking an experienced Investment Management professional to join their team as a Portfolio Manager.In this role, you will be responsible for managing clients' investments, providing investment advice, and ensuring that transactions are executed in accordance with the firm's Asset Allocation process and regulatory...