Wealth Management Consultant

Wealth Manager Position - GlasgowArtemis Recruitment Consultants Ltd is hiring a Wealth Manager to join our team in Glasgow. As a key member of our team, you will be responsible for providing expert wealth management advice to clients.The ideal candidate will have a strong background in financial planning and a minimum of 2 years' experience in a similar...

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

Job SummaryIDEX Consulting seeks an experienced T&C supervisor to join our team as a Wealth Management Supervisor. This varied and challenging role involves building personalised training plans for new and existing advisers within the firm, conducting observations and 1-1 meetings while maintaining the highest standard of record keeping in line with the...

We are seeking an experienced Wealth Management Professional to join our team at Eden Scott.Job Overview:We are a growing and highly reputable independent stable wealth management practice, looking for someone who fits within our company culture.The ideal candidate will have a strong background in wealth management, excellent communication skills, and be...

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...

Job Description:">The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the...

About the RoleWe are seeking an experienced Wealth Manager to join our team in Glasgow.The successful candidate will be responsible for managing a portfolio of High Net Worth (HNW) clients, providing expert financial planning advice and delivering tailored solutions to meet their needs.

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...

Wealth DirectorLocation: Inverness & AberdeenWe are seeking a qualified and experienced Investment/Wealth Director to join our team. The successful candidate will have proven experience in providing quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The ideal candidate will be responsible for managing and growing...

Are you looking for a challenging and rewarding career in wealth management? Quilter Financial Advisers is seeking a skilled Wealth Management Specialist to join its team.This role offers a fantastic opportunity to work with high net worth individuals and families, providing bespoke financial planning solutions to meet their complex needs.The estimated...

About IDEX ConsultingIDEX Consulting is a young, dynamic, and growing business at an early stage in its development. We are looking for a skilled Compliance Manager - Wealth Planning to join our team and contribute to our success. As a Compliance Manager, you will play a crucial role in ensuring that our advice is of the highest quality and delivered by...

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...

Job Title: Wealth Management SpecialistWe are seeking an experienced Investment Director to join our team in Glasgow and Edinburgh. As a Wealth Management Specialist, you will be responsible for providing expert advice on investment management and ensuring that our clients' financial goals are met.Main Responsibilities:To provide tailored investment...

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...

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...

About the RoleWe are seeking an experienced Investment Portfolio Manager to join our team at Titan Wealth Holdings Limited. This is a unique opportunity to work with a leading asset management firm and contribute to the growth of our wealth management business.The successful candidate will have a strong background in investment management, with a minimum of...

About the RoleWe are seeking a Wealth Management Professional to join our team at Quilter Financial Advisers.This is a fantastic opportunity to work with high-net-worth individuals and families, providing tailored investment advice and guidance to help them achieve their financial goals.The successful candidate will have a strong background in wealth...

Job DetailsWe are seeking a highly motivated and detail-oriented Wealth Management Operations Assistant to join our team at Evelyn Partners Fund Solutions Limited in Glasgow. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our wealth management activities.About the RoleThis is an exciting opportunity to...

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...

A challenging and rewarding role has become available for a skilled Paraplanner to support the Financial Adviser/MD at a large wealth management firm in Glasgow. As a Wealth Management Assistant, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.This is an excellent opportunity...