Financial Planning Expert
4 weeks ago
We are seeking a talented Financial Planner to join our team in Glasgow. As a Financial Planner, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique needs.
Key Responsibilities:
- Develop and implement effective financial plans that meet clients' goals and objectives.
- Analyse client information and provide sound advice on investment and risk management strategies.
- Build and maintain strong relationships with clients, understanding their financial needs and providing timely and effective solutions.
This is a fantastic opportunity for an experienced Financial Planner to take their career to the next level with a fast-growing, independent financial planning firm.
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Financial Planning Expert
4 days ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and...
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Financial Planning and Analysis Expert
4 days ago
Glasgow, Glasgow City, United Kingdom Henderson Drake Full timeWe are seeking a highly accomplished Financial Planning and Analysis Expert to lead the implementation of Planful solutions at Henderson Drake. As a critical member of our team, you will be responsible for delivering high-quality consulting services that drive business value for our clients.Key Responsibilities:Design and Deliver Consulting Engagements: Lead...
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Financial Planning Expert
1 month ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - GlasgowOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.Key responsibilities include:Providing technical and investment advice on...
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Financial Planning Expert
2 weeks ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser Role in GlasgowArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering exceptional holistic financial planning advice to a portfolio of retail clients.The successful candidate will have a Level 4 Diploma in Financial...
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Client Solutions Expert
1 week ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Client Solutions Expert to join our User Client Solutions Operations teams. This role is integral to providing exceptional customer service, ensuring a healthy balance between meeting customer needs and expectations while managing a dynamic workload.As a Client Solutions Expert, you'll be responsible for managing multiple queries...
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Glasgow, Glasgow City, United Kingdom 3D Drumchapel Full timeJob Summary: We are seeking an experienced Financial Expert to join our team at 3D Drumchapel. As a key member of our Finance Department, you will be responsible for providing high-level financial guidance and support to the organization.About Us: 3D Drumchapel is a dynamic organization dedicated to supporting children and families in need. Our mission is to...
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Financial Planning Expert
2 days ago
Glasgow, Glasgow City, United Kingdom Recruitment Rebellion Full timeCompany OverviewWe are a forward-thinking financial services firm dedicated to delivering exceptional client experiences and helping individuals achieve their long-term financial goals. Our team of experienced professionals is passionate about making a positive impact in the lives of our clients.
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Financial Planning Professional
4 days ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeAbout 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...
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Financial Planning Expert
2 weeks ago
Glasgow, Glasgow City, United Kingdom Heathrow Full timeLocated in Glasgow, this is a 12-month secondment role at Heathrow's Business Service Centre. The position of Financial Planning Expert - Capital Accounting presents an exceptional opportunity to gain exposure across the business and work with diverse stakeholders to provide an interim solution while implementing the new Capital Framework.The successful...
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Glasgow Financial Planning Role
3 days ago
Glasgow, Glasgow City, United Kingdom Royal Bank of Canada> Full timeAbout the JobWe are seeking a skilled Financial Planning Professional 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, with a minimum of level 4 certification and working knowledge of CII Level 6...
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Financial Planning Analyst
6 days ago
Glasgow, Glasgow City, United Kingdom Ashurst Full timeAbout AshurstAshurst is a leading global law firm that provides expert advice and support to clients across various industries. With a strong focus on regulatory compliance, we strive to maintain the highest standards of integrity and professionalism in all our dealings.Job DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our...
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Financial Planning Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a skilled Paraplanning Expert to join our team in Glasgow. The ideal candidate will have a strong background in financial services and a proven track record of delivering high-quality advice to clients.The RolePrepare written advice and provide technical research services to a team of Advisors and partners.Ensure the...
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Budgeting and Financial Expert
4 days ago
Glasgow, Glasgow City, United Kingdom Turner & Townsend Group Full timeAs a Budgeting and Financial Expert, you will play a critical role in helping our clients deliver ambitious projects while staying within budget.Job DescriptionYou will be responsible for:Estimating and cost planning for complex projectsTendering and procuring services from suppliersConducting contract administration and managing post-contract cost...
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Financial Expert for Strategic Growth
1 week ago
Glasgow, Glasgow City, United Kingdom HRC Full timeAt HRC, we're seeking a highly skilled Financial Expert to play a pivotal role in driving our company's strategic growth. This exciting opportunity will see you contributing to the success of our business by taking charge of various aspects of financial management.Key ResponsibilitiesBudgeting and Forecasting: You'll dive deep into financial projections that...
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Project Planning Expert
1 month ago
Glasgow, Glasgow City, United Kingdom Scottish Water Full timeProject Planning ExpertWe are seeking a highly skilled Project Planning Expert to join our Capital Investment (CI) Project Planning Team within DV2 Investment Delivery. As a key member of our team, you will be responsible for planning, scheduling, and managing projects to ensure they meet Scottish Water standards.Key Responsibilities:Develop and implement...
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Financial Planning Assistant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Ltd Full time £30,000Financial Planning AssistantThis is an exciting opportunity to join a leading financial planning and investment company as a Financial Planning Assistant. The company has an excellent reputation within the industry and provides a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK.As a...
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Financial Planning Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom Jenson Fisher Consulting Ltd Full timeCompany OverviewJenson Fisher Consulting Ltd is a rapidly expanding organisation based in East Kilbride. Our team provides expert recruitment services to clients across various industries.Salary & BenefitsWe offer a competitive salary of £45,000 - £55,000 per annum, depending on experience.Additional benefits include access to ongoing training and...
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Financial Planning Professional
4 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeJob Title: Financial Planning ProfessionalAbout the Role:We are seeking an experienced Financial Planning Professional to join our team at IDEX Consulting Ltd. As a Paraplanner, you will be responsible for supporting our Financial Planners in providing high-quality financial planning services to our clients.Key Responsibilities:Perform research and obtain...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week.Key Responsibilities:Support...
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Financial Regulation Expert
2 weeks ago
Glasgow, Glasgow City, United Kingdom Barclays Full timeAbout the RoleAs a Financial Regulation Expert at Barclays, you will play a critical role in shaping the bank's regulatory strategy and ensuring compliance with evolving financial regulations.Key ResponsibilitiesCollaborate with cross-functional teams to develop and implement effective control frameworks that mitigate risk and protect the bank's operational,...