Highland Wealth Advisor Position

3 weeks ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

We are seeking an experienced Wealth Management Executive to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.

The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile, and investment objectives, and using this knowledge to provide bespoke investment advice.

A well-established national wealth management firm require an additional Wealth Management Executive in the Highlands. The ideal candidate will have a solid and successful background in private client investment advice, charities, and professional intermediaries.

Key Responsibilities:

  • Manage and grow relationships with existing and new clients
  • Develop in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
  • Provide bespoke investment advice to clients
  • Identify and acquire new business opportunities

Requirements:

  • CISI Level 6 (PCIAM) qualification or higher
  • Proven experience in private client investment advice
  • Strong business development skills
  • Excellent communication and interpersonal skills

Salary: £50,000 - £100,000 plus bonus and full package.



  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Wealth Management Opportunity">The role of Highland Investment Director is available at Heat Recruitment. This position involves managing and growing relationships with existing and new clients.">This is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience in providing quality investment advice to HNW/UHNW individuals.You...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Title: Wealth Management Advisor About the OpportunityWe are seeking an experienced Paraplanner to join our team in Glasgow. In this role, you will work closely with our advisors and partners to deliver high-quality financial services to our clients. Key Responsibilities:Deliver technical research services to a team of Advisors and partnersPrepare...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    We are seeking an experienced Investment Director to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.The successful candidate will be responsible for managing and growing relationships with existing and new clients,...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Eden Scott is seeking a skilled Senior Wealth Management Advisor to join our team in Glasgow. With a proven track record in financial planning and wealth management, you will play a key role in helping our clients achieve their financial goals.The successful candidate will have a diploma 4 qualification with CAS status, extensive experience in relationship...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Job Overview:Quilter Financial Advisers is looking for a skilled Wealth Management Advisor to join our team. As a key player in our advisory team, you will work closely with clients to understand their financial goals and provide expert guidance to help them achieve success.Main Responsibilities:Conduct thorough financial analyses to identify areas for...

  • Private Wealth Leader

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Job Description:Heat Recruitment is seeking an experienced Private Wealth Leader to join our client's team in the Highlands. This is a unique opportunity for a skilled professional to take on a leadership role and drive the growth and success of the firm.The successful candidate will have a strong background in private client investment advice, ideally...


  • Glasgow, Glasgow City, United Kingdom deVere Group Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Becoming a Wealth DirectorAre you a motivated and ambitious individual looking to develop your career in wealth management?We are seeking a qualified Wealth Director to join our team, with a strong background in providing private client investment advice.As part of our expanding national wealth management firm, you will have the opportunity to work with a...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    About the RoleWe are seeking an experienced financial planner to join our dynamic and growing team at Eden Scott. As a senior wealth management advisor, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesYour main responsibilities will include:conducting financial analysis and providing advice to...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Join us at Quilter Financial Advisers as a Financial Advisor and take advantage of an exciting career opportunity in wealth management.About the Role:Your key responsibilities will include creating personalized financial plans, analyzing client needs, and providing expert advice on investment opportunities.You will also play a crucial role in building...


  • Glasgow, Glasgow City, United Kingdom Global Highland Full time

    Global Highland is looking for experienced HGV drivers to join their team in the Aberdeen area. With a competitive pay rate of 27 per hour, this is an excellent opportunity for those looking to start immediately.The Role:This position involves driving a bin lorry and assisting with waste collection operations in Aberdeen. As an HGV driver, you will be...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    As a Wealth Planning Associate, you will be responsible for delivering high-quality paraplanning services to our team of Advisors and partners at IDEX Consulting Ltd in Glasgow. This is an excellent opportunity to develop your skills and expertise in a supportive and dynamic environment.Your key responsibilities will include preparing written advice and...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting Ltd is looking for a skilled Paraplanner to work with our team in Glasgow. This role offers the opportunity to work remotely, with occasional office attendance.The ideal candidate will have a strong background in paraplanning and wealth management, with excellent technical knowledge and research skills.Job Description:As a Paraplanner, you...


  • Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

    Join Quilter Financial Advisers, a leading provider of wealth management services in the UK. As a Financial Advisor, you will be part of a dynamic team dedicated to helping individuals achieve their financial goals.In this role, you will be responsible for advising clients on investment strategies, managing risk, and developing comprehensive financial plans....

  • Electronics Engineer

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Highland Telecom Full time

    Electronics Engineer Position:We are seeking an Electronics Engineer to join our team at Highland Telecom. As a skilled professional, you will be responsible for designing, developing, and testing electronic circuits and systems for our vehicle telematics solutions.About the Company:Our company is built on a foundation of high-quality workmanship and...


  • Glasgow, Glasgow City, United Kingdom Highland Third Sector Interface Full time

    The post will provide strategic leadership and management to our membership team, ensuring effective communication and member services. The successful candidate will oversee the delivery of policy and knowledge portfolios while fostering collaboration between groups, representatives, staff, and stakeholders.ResponsibilitiesLead on policy summaries and...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    We are looking for a highly skilled Highland Wealth Advisor to join our expanding national wealth management firm. As a key member of our team, you will be responsible for providing exceptional investment advice to high net worth individuals, charities, and professional intermediaries.The successful candidate will have a proven track record of delivering...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting Ltd is seeking a Wealth Management Professional to join our team in Glasgow.This role offers the opportunity to work from home (with occasional office visits).Main Responsibilities:Conduct thorough research to prepare written advice for clients.Collaborate with Advisors and partners to deliver high-quality client services.Participate in...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    About the RoleIDEX Consulting Ltd is seeking an experienced Senior Financial Planner to join our team in Glasgow. As a key member of our team, you will play a vital role in delivering high-quality advice to clients and contributing to the company's growth.The successful candidate will have the ability to prepare written advice, provide technical research...