Strategic Wealth Manager Lead

Job DescriptionWe are looking for a skilled Wealth Management Expert to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing expert advice, and contributing to the development of our asset management strategies.The ideal candidate will have extensive...

About Regal Brooke LimitedWe are a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations.Job ResponsibilitiesAs a Trainee Wealth Manager, you will work closely with senior wealth managers to provide financial planning and investment management services to clients....

Job SummaryWe are seeking a highly skilled Investment Management Professional to join our team at Titan Wealth Holdings Limited. As an Investment Management Specialist, you will be responsible for managing clients' investments, providing investment advice, and developing professional expertise through on-the-job training and formal education.The ideal...

Job Title: Paraplanner for Wealth Management RoleAbout the Company: IDEX Consulting Ltd is a leading consulting firm that specializes in wealth management services.Salary: £35,000 - £45,000 per annumJob Description: We are seeking an experienced Paraplanner to join our team in Glasgow. As a Paraplanner, you will be responsible for preparing written advice...

In this challenging and rewarding role as a Holistic Wealth Manager, you will provide expert advice to clients on their financial goals and circumstances. Based in Glasgow, you will work closely with a portfolio of retail clients.With a minimum of 2 years' experience in a Financial Adviser capacity, you will possess a strong understanding of pensions and...

Opportunity OverviewWe are looking for a qualified and experienced Wealth Director to join our team in the Highlands, providing quality investment advice to HNW/UHNW individuals.Key ResponsibilitiesDevelop and manage relationships with existing and new clientsConduct comprehensive analysis of clients' personal circumstances, risk profile, and investment...

The role of Senior Wealth Manager at IDEX Consulting Ltd is to provide comprehensive financial planning and investment strategies for high net worth individuals and families.Key Responsibilities:Understand and review clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable investment solutions.Build...

The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Key Responsibilities:Reviewing clients' financial needs, attitude to risk, and...

About the JobWe are looking for an experienced Wealth Management Advisor to join our team in Glasgow. As a key member of our team, you will be responsible for providing expert advice on financial planning and wealth management.The successful candidate will have a strong background in financial planning, with a minimum of level 4 certification and working...

About QuilterQuilter is a leading provider of wealth management services, with a rich history dating back over 250 years. Our team of experts provides expert discretionary investment management and financial advice to individuals and families, charities, trusts, and professional partners. We offer a highly personalized service, with a strong focus on...

Wealth Management Leader OpportunityWe are searching for a seasoned Wealth Management Leader to join our team at Heat Recruitment. The ideal candidate will have a proven track record of providing high-quality investment advice to high net worth individuals and families.The successful candidate will be responsible for managing and growing relationships with...

About the RoleThis Portfolio Manager position offers a unique opportunity to work with a leading wealth management company, focusing on asset growth and development. The successful candidate will manage clients' portfolios, providing tailored investment advice and guidance to meet their financial goals.To succeed in this role, you should possess excellent...

Job SummaryWe are seeking a highly skilled Administrator to join our Client Delivery team, providing support to our Wealth Planners in delivering an exceptional service to our clients.Key ResponsibilitiesCollaborate with policy providers to obtain policy details and illustrationsManage new business applications and ensure timely completionCommunicate...

Job SummaryWe are seeking a highly skilled Strategic Planning Lead to join our team in support of a crucial Government infrastructure programme in the West of Scotland.As a key member of our programme management team, you will be responsible for identifying risks, potential mitigation, and opportunities to ensure the success of key project milestones.Our...

About the RoleThis is an exciting opportunity for a Wealth Distribution Specialist to play a lead supporting role in the Accumulation Platform at Lloyds Banking Group.You will work closely with the senior leadership team to deliver high-quality reports, analyse data trends, and identify areas for improvement.The successful candidate will have experience of...

Wealth Management Graduate ProgrammeAre you looking to embark on a rewarding career in financial services?This 4-year programme is designed to provide you with the ideal blend of practical experience and theoretical knowledge to become a Chartered Financial Planner.Within our Client Service Executive role, you will be responsible for ensuring efficient...

Arising from the promotion of a previous post holder, we have an exciting opportunity for a Head of Strategic Planning, Performance and Technology with Argyll & Bute Health and Social Care Partnership.This forward-thinking, high-performing organisation is committed to delivering person-centred and integrated services across its area. As such, it offers a...

About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled Strategic Operations Coordinator to join their team in Glasgow. This is a fixed-term maternity cover position for 14 months.Company OverviewEvelyn Partners, the UK's leading integrated wealth management and professional services group, offers an extensive range of financial and...

Job RoleWe are looking for a skilled Administrator to join our Client Delivery team, supporting our Wealth Planners in providing high-quality services to our clients.Main TasksObtain policy details from policy providers and create policy illustrationsProcess new business applications and track their progressDevelop strong relationships with clients to ensure...

Role OverviewWe are seeking a highly skilled and experienced Investment Manager to join our team in Central Scotland. This is an excellent opportunity for someone who wants to build on their existing connections and expand their client base.Key ResponsibilitiesProduce quality Assets Under Management (AUM) by building on your existing and new...