Financial Planner

Role OverviewAs a Wealth Management Professional at Quilter Financial Advisers, you will play a pivotal role in helping individuals achieve their financial goals. With a strong focus on client relationships and personalized service, you will be responsible for analyzing financial information, providing sound advice, and recommending suitable financial...

Job OverviewAs a Financial Advisor with Quilter Financial Advisers, you will play a vital role in helping individuals achieve their financial goals.Your primary objective will be to provide expert financial guidance, ensuring clients make informed decisions that meet their needs and objectives.

About the JobThis is an exciting opportunity to play a key part in shaping the future of our business, bringing new ideas and challenges to our Supervision and Competency Oversight team.Responsibilities:Support new and existing Financial Planners, overseeing operational financial planner activity from a competency and advice standards perspective to manage...

Transition to Financial PlanningWe are looking for an experienced Paraplanner to join our dynamic team and embark on a journey towards becoming a Financial Planner. This role offers a path for career progression and professional development.About the JobThe successful candidate will work collaboratively with our team of Financial Planners and colleagues to...

About the JobWe are seeking a skilled Financial Planner to join our team in Glasgow, providing expert advice on wealth management and financial planning. The ideal candidate will have a deep understanding of complex financial products and risk management techniques.The successful candidate will have at least level 4 certification as a minimum, with working...

Quilter Financial Advisers offers an exciting opportunity for experienced financial planners to grow their careers in a dynamic and supportive environment. As a Financial Advisor, you will work closely with clients to develop tailored financial plans, analyse market trends, and provide expert advice on investment opportunities.This is a fantastic chance to...

Job OverviewIDEX Consulting is seeking a skilled and experienced financial adviser to join our team. As a financial planner, you will play a key role in delivering exceptional financial planning, advice and service to our clients.The estimated salary for this position is £45,000 - £65,000 per annum, depending on experience.This role offers a fantastic...

Quilter Financial Advisers is a UK-based advisory business dedicated to providing expert financial planning services. Our team of experienced advisers works closely with clients to understand their unique needs and goals, offering tailored solutions to help them achieve financial stability.We pride ourselves on delivering exceptional service, ensuring that...

Our client, a reputable and professional firm with a client base spanning across Scotland, is seeking a skilled Paraplanner to join their team. The ideal candidate will be heavily involved with the Financial Planners, with the option to participate in client meetings and contribute valuable technical expertise from day one.The successful applicant will act...

The estimated salary range for this Cost Engineer role is £45,000 - £65,000 per annum, depending on experience. The successful candidate will be responsible for ensuring cost forecasts align with programmes and providing accurate cost reporting outputs.Job Description:Collaborate with Project Managers to provide informed cost forecasts.Work closely with...

Job Overview:We are seeking an accomplished and experienced Financial Planner to join our team and contribute to delivering exceptional client service and financial solutions.This is a fantastic opportunity for a skilled and ambitious Financial Planner to work with a market-leading firm and enhance their knowledge and skills.

IDEX Consulting Ltd is looking for a highly skilled Regulatory Compliance Manager - Financial Services to join our team.This role involves providing regulatory supervision over our financial planning population, ensuring their adherence to the firm's Training and Competency scheme and the overarching control environment.To succeed in this position, you will...

About the CompanyOur client is a highly respected Wealth Management company with a strong reputation for providing expert financial planning advice.With a long history of delivering exceptional results, they have embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.The company values its...

About the Role:We are seeking a highly skilled Financial Planner to join our team in Glasgow and play a pivotal role in delivering expert financial planning advice to high net worth clients.Key Responsibilities:This role involves delivering comprehensive financial planning solutions, managing relationships with existing clients, and engaging in business...

As a Wealth Management Professional at Quilter Financial Advisers, you will be responsible for providing expert advice and guidance to clients on managing their wealth effectively. This role offers a unique opportunity to build your own business within our established network.The estimated annual salary for this position is £70,000 - £120,000, based on...

Company OverviewWe are a leading provider of financial services, dedicated to delivering exceptional support to our clients and their advisors. Our team is passionate about providing high-quality administrative and analytical services to enable our financial planners to excel in their roles.

Company OverviewZipRecruiter has partnered with a highly respected Wealth Management company to find a talented Financial Planner in Glasgow.This organization boasts an impressive history and a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

About the Position:">IDEX Consulting is looking for a skilled Financial Planner to join our team as a home-based desk-based Financial Adviser. As a key member of our team, you will be responsible for delivering exceptional financial planning, advice, and service to clients.">Your Key Responsibilities:">Maintain a client base and generate new client enquiries...

Job DescriptionThe role of the Administration Assistant is to provide administrative support to our team of Independent Financial Planners and review team.This position is a great opportunity for someone looking to work in a dynamic and supportive environment, with flexible working hours and the possibility of remote work once training is complete.