Financial Planning Director
3 weeks ago
This is an exciting opportunity to join our wealth management team as a Senior Financial Advisor.
As a Senior Financial Advisor, you will be responsible for delivering exceptional financial advice to clients and developing new business opportunities.
To be successful in this role, you will need to have a deep understanding of financial markets and be able to communicate complex ideas to clients.
Responsibilities:
- Deliver high-quality financial advice to clients
- Develop new business opportunities through networking and relationship-building
- Maintain up-to-date knowledge of financial markets and products
Requirements:
- Minimum 5 years of experience in financial advisory work
- Level 4 qualified advisor
- Strong analytical and problem-solving skills
Compensation:
- £100,000 - £150,000 per annum
- Bonus structure based on individual performance
- Opportunity for career advancement
-
Financial Planning Specialist
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning SpecialistWe are seeking a seasoned and experienced Financial Planning Specialist to join our wealth management team at Quilter Financial Planning. As a key member of the team, you will provide high-quality financial advice and guidance to clients, helping them achieve their financial goals and objectives.Key Responsibilities:-...
-
Financial Planning Expert
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeAbout the Role: As a Senior Financial Adviser at Quilter Financial Planning, you will lead our wealth management team in delivering personalized financial solutions to clients. Your expertise will help us achieve our goal of becoming the go-to firm for financial guidance.We are seeking a seasoned professional with 5+ years of experience in financial advisory...
-
Financial Planning Professional
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeJob Title: Senior Financial AdviserAbout the RoleWe are seeking a seasoned and experienced Senior Financial Advisor to join our wealth management team at Quilter Financial Planning. Our team specializes in delivering unique and individual wealth management solutions that cater to each client's goals and aspirations.The successful candidate will be...
-
Senior Financial Planning Expert
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeJob Description:We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. The primary responsibilities include meeting with clients regularly, providing thoughtful financial planning advice, and developing relationships with professionals for new client referrals.In addition to reviewing client goals and...
-
Financial Planning Consultant
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time**About Us**We are a leading provider of wealth management solutions, specialising in delivering tailored advice to meet the unique needs of our clients. Our team includes experienced financial advisors and mortgage specialists, dedicated to providing trusted guidance that always serves the client's best interests.
-
Experienced Financial Consultant
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeExperienced Financial ConsultantWe are seeking an experienced Financial Consultant to join our team at Quilter Financial Planning. As a key member of the team, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals and objectives.About the Role:This is an exciting opportunity for an experienced financial...
-
Experienced Financial Advisor
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeAbout the Opportunity: Senior Financial AdviserJob DescriptionQuilter Financial Planning is seeking an experienced and highly motivated Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in delivering exceptional client service, developing new business opportunities, and driving the growth of our wealth...
-
Senior Financial Strategist
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeWe Are Seeking: A highly skilled and experienced Senior Financial Adviser to drive our wealth management strategy forward at Quilter Financial Planning. You will be responsible for reviewing client goals, risk profiles, and portfolio performance regularly, providing tailored financial planning advice, and developing networks that generate new referrals.To...
-
Financial Services Professional
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are looking for a highly motivated Senior Financial Adviser to provide exceptional financial services to our clients. As part of our wealth management team, you will meet with clients regularly, review their goals and portfolio performance, and develop personalized financial plans.To be successful in this role, you will need to possess...
-
Senior Financial Consultant
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeIn this role, you will be part of a dynamic team providing trusted financial advice to clients.Your primary responsibilities will include meeting with clients regularly to review their portfolio performance and provide personalized financial planning advice.To succeed in this position, you will need to have excellent communication skills and the ability to...
-
Senior Financial Services Professional
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time**Key Responsibilities**As a Senior Financial Services Professional, you will be responsible for:Meeting with clients regularly to discuss their financial goals and objectivesProviding thoughtful and personalised financial planning adviceDeveloping and maintaining strong relationships with clients and other professionals**Benefits Package**We offer a...
-
Senior Wealth Advisor
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeSenior Wealth AdvisorWe are looking for a highly skilled and experienced Senior Wealth Advisor to join our team at Quilter Financial Planning. As a senior member of the team, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their long-term financial goals and objectives.About the Job:This is an...
-
Senior Wealth Manager
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeRole Overview: Senior Financial AdviserKey ResponsibilitiesAs a Senior Financial Advisor at Quilter Financial Planning, you will be responsible for providing expert financial guidance to clients, meeting with them regularly to discuss their goals and aspirations, and developing relationships with professionals to generate new business opportunities.You will...
-
Wealth Management Expert
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team.As a Senior Financial Advisor at Quilter Financial Planning, you will be responsible for meeting with clients regularly to provide trusted financial advice that always serves the client's best interests.The ideal candidate should have 5+ years of experience...
-
Wealth Management Expert
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time**Role Overview**We are seeking an exceptional Senior Financial Services Professional to join our team. The successful candidate will be responsible for meeting with clients regularly to discuss their goals and objectives, as well as providing thoughtful and personalised financial planning advice.The ideal candidate will have 5+ years of experience in...
-
Wealth Management Advisor
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeJob Overview:Quilter Financial Planning is seeking a skilled Senior Financial Adviser to join its wealth management team. This role involves providing trusted financial advice, networking, and developing new client relationships.The successful candidate will have a strong background in investment management, excellent IT skills, and the ability to multitask...
-
Financial Manager
1 week ago
Dumfries, Dumfries and Galloway, United Kingdom RSK Group Limited Full timeFinancial Manager OpportunityWe are a well-established mechanical engineering business offering design, fabrication, installation, repair, and maintenance services.This is an exciting opportunity for an experienced financial professional to join our team at our headquarters in Scotland, reporting directly to the Managing Director.The successful candidate...
-
Financial Controller
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom CV-Library Full timeWe are a renowned mechanical engineering company offering comprehensive services including design, fabrication, installation, repair, and maintenance.This is an exciting opportunity for an experienced Financial Controller to join our team at our headquarters in Dumfries, Scotland, reporting directly to the Managing Director.Key Responsibilities as a...
-
Commercial Director
3 days ago
Dumfries, Dumfries and Galloway, United Kingdom RSK Group Limited Full timeWe are a dynamic mechanical engineering business based in Dumfries, Scotland, offering design, fabrication, installation, repair, and maintenance services. As a Financial Controller, you will play a vital role in shaping the financial strategy of our company, driving growth, and ensuring the accuracy of financial reports.Key Objectives:Develop and Implement...
-
Financial Director
3 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom RSK Group Limited Full timeWe are a renowned mechanical engineering business, providing comprehensive design, fabrication, installation, repair, and maintenance services.A senior financial professional with extensive experience in strategic financial management is required to join our team at our headquarters in Scotland.Key Responsibilities:Develop and prepare annual budgets and...