Senior Financial Planner
2 months ago
At Quilter Financial Planning, we are seeking an experienced Senior Financial Adviser to join our wealth management team. The Senior Financial Adviser's primary responsibilities include providing thoughtful, personalized financial planning advice, meeting with clients regularly, and developing relationships with professionals to result in new client referrals.
As part of the job, you will have the opportunity to work with a team of financial advisors and mortgage advisers, as well as a client service and operations team. Our team specializes in delivering wealth management solutions that are as unique and individual as our clients.
We are looking for a designated Level 4 qualified advisor with 5+ years of experience in financial advisory work. You should have the ability and willingness to network and develop new client relationships. You should also have a working knowledge of investment management, be detail-oriented with good multi-tasking skills, and have excellent oral and written communication capabilities.
The benefits of this role include the option of being employed or self-employed, company pension, sick pay, death in service, 35 days paid holidays, competitive salary, client bank provided, and an attractive and achievable bonus scheme.
This role also offers a hybrid working arrangement, allowing you to balance your work and personal life. If you are a motivated and experienced financial professional looking for a new challenge, then this could be the ideal opportunity for you.
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Senior Financial Strategist
4 days 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...
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Senior Financial Planning Expert
3 days 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...
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Senior Financial Services Professional
4 days 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...
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Experienced Financial Advisor
4 days 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...
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Financial Planning Director
1 week ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeThis 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...
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Financial Planning Professional
4 days 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...
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Financial Planning Expert
3 days 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...
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Financial Services Professional
4 days 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...
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Senior Financial Consultant
4 days 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...
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Senior Wealth Advisor
4 days 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...
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Senior Wealth Manager
4 days 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...
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Wealth Management Expert
1 week 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...
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Wealth Management Expert
4 days 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...
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Wealth Management Advisor
4 days 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...
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Financial Director
2 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...
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Controller of Financial Operations
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Harrison Scott Associates Full timeHarrison Scott Associates' client, a successful business with over £10m turnover, seeks a highly skilled Finance Controller to lead their finance team. This is a senior management role offering opportunities for growth and development.About the RoleLead the Management Accounts team in preparing, delivering, and analysing monthly accounts.Direct monthly...
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Agricultural Accounts Professional
1 month ago
Dumfries, Dumfries and Galloway, United Kingdom David Allen Full timeAbout the RoleAs an Agricultural Accounts Senior, you will be responsible for providing accountancy and corporation tax services to a range of business enterprises. Your detailed and methodical approach will play a key role in client account work, preparing financial statements and helping bookkeepers with their roles.Your Key Responsibilities:Providing...
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Head of Accounting and Finance
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom RSK Group Limited Full timeA mechanical engineering business based in Scotland requires a senior financial professional with extensive experience in financial management.The ideal candidate will have a strong background in accounting and financial analysis, with the ability to develop and implement effective financial strategies.Responsibilities:Prepare and present financial reports,...
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Senior Network Systems Analyst
2 weeks ago
Dumfries, Dumfries and Galloway, United Kingdom Scottish Water Full timeJob OverviewWe are seeking a highly skilled Networks Analyst to join our Water Networks Team at Scottish Water's Customer Water Services in Dumfries & Galloway.The ideal candidate will have a strong background in water network management and corporate systems like GIS and FlowSense, with experience working with various contractors to achieve regulatory and...
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Head of Culinary Operations
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Dumfries, Dumfries and Galloway, United Kingdom Dumfries Castle Hotel Full timeAbout This Opportunity:We are seeking a highly motivated and experienced Sous Chef to join our team at Dumfries Castle Hotel. As a key member of the kitchen leadership, you will be responsible for assisting the Head Chef in the running of the kitchen and contributing to the hotel's commitment to quality and excellence.Key Responsibilities:Assist the Head...