Investment Portfolio Manager

Job OverviewWe are seeking a highly experienced Senior Investment Portfolio Manager to join our team in the Highlands. As a key member of our wealth management firm, you will be responsible for managing and growing relationships with existing and new clients.Key ResponsibilitiesTo develop an in-depth understanding of clients' personal circumstances, risk...

Job DescriptionThis is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well-established and expanding national wealth management firm require an additional Wealth Director in the Highlands.The role involves managing and growing relationships with...

Job OverviewWe are seeking a skilled Financial Portfolio Manager to join our team in Perth. This role involves managing a portfolio of accounts jobs and ensuring accurate and timely delivery of agreed outputs to the client or senior manager.Main Responsibilities:Identify tax issues, including P11D, S455 tax, loss offsets, VAT implications, and MTD...

Job Description:We are seeking a highly skilled Wealth Management Director to join our team at Heat Recruitment. The successful candidate will be responsible for leading the wealth management team, managing and growing relationships with existing and new clients, and providing bespoke investment advice using their knowledge.The ideal candidate will have a...

Role Summary:">We are seeking a highly experienced Wealth/Investment Director to join our team in the Highlands.">Key Accountabilities:">Management of existing client relationships and growth of new businessDevelopment of bespoke investment solutions based on clients' needsProvision of high-quality investment advice to HNW/UHNW...

Fund Manager Job OpportunityWe are seeking an experienced Fund Manager to join our team in the Highlands, who can provide strategic investment advice to high net worth individuals and families.The successful candidate will have a proven track record of success in managing client relationships, identifying their needs, and providing tailored investment...

SSE plc is seeking an exceptional Construction Portfolio Manager Lead to join our high-performing SSE Renewables Onshore Construction team. This role offers a unique opportunity to make a significant impact on our business, supporting the delivery of our ambitious net-zero transition plan.About the RoleAs a key member of our senior management team, you will...

Job OverviewHeat Recruitment is looking for a highly skilled Investment Director to manage and grow client relationships. The estimated salary for this role is £70,000 - £100,000 plus bonus.Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives.Provide investment advice using this knowledge.

Company Overview">Wealth management firm operating across the UK.The firm is renowned for their experience within the HNW/UHNW market, providing quality investment advice to private individuals and professional intermediaries.">Salary and BenefitsA highly competitive salary of £60,000-£100,000 plus bonus and full package is on offer.">Job DescriptionThe...

Job Summary:We are recruiting a Commercial Account Handler to work with us at Get Recruited Ltd. This is an excellent opportunity for someone looking to develop their career in insurance and work with a dynamic company.Key Responsibilities:Client portfolio managementMulti-policy insurance program administrationRisk broking to the insurance marketNegotiation...

About the RoleWe are looking for a highly skilled Private Client Investment Advisor to join our team in the Highlands. The successful candidate will have significant experience of providing quality investment advice to HNW/UHNW individuals and be qualified to CISI Level 6 (PCIAM) as a minimum.Key responsibilities include developing and maintaining strong...

Job OverviewWe are seeking a seasoned Financial Services Executive to join our team as an Investment Portfolio Manager. This is a fantastic opportunity for a qualified individual with a proven track record of providing high-quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The successful candidate will be...

About the Role">We are seeking an experienced Wealth/Investment Director to join our team in Perth & Stirling. As a key member of our national wealth management firm, you will play a crucial role in delivering exceptional investment advice to high net worth individuals.">Key Responsibilities">">Deliver high-quality investment advice to clients based on their...

Job OverviewThis is a unique opportunity for a qualified Wealth/Investment Director to join an established and expanding national wealth management firm in the Highlands. The ideal candidate will have proven experience of providing quality investment advice to HNW/UHNW individuals.About the RoleThe successful candidate will be responsible for managing and...

At Heat Recruitment, we are seeking an experienced Wealth Management Leader to join our team. The estimated salary for this role is £65,000 - £90,000 plus bonus.This position involves managing and growing relationships with existing and new clients, providing bespoke investment advice, and developing business development strategies.The ideal candidate will...

About the Role:We are currently recruiting for a Wealth Management Director to lead our wealth management team. The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives, and providing...

We are seeking a Senior Financial Manager to join our team at Azets Group. This role offers a challenging and rewarding opportunity to work with a leading firm of Accountants and Business Advisers.The successful candidate will own and manage a client portfolio with higher client responsibility, overseeing team portfolios and contributing to workflow...

Role Summary">A reputable national wealth management firm requires a seasoned Wealth/Investment Director with expertise in delivering tailored investment advice to high net worth individuals.">Key Responsibilities">">Manage and grow relationships with existing and new clients.">Provide bespoke investment advice based on clients' personal circumstances, risk...

About the RoleWe are looking for a seasoned Wealth/Investment Director to join our team in the Highlands, who can provide expert investment advice to high net worth individuals and families.The successful candidate will have a deep understanding of the HNW/UHNW market and be able to build strong relationships with clients, identifying their needs and...

Job DescriptionWe are seeking a highly skilled Wealth Management Expert to join our team at Heat Recruitment. This is an exciting opportunity for a qualified individual with experience in providing quality investment advice to high net worth individuals.The successful candidate will have a proven track record of managing relationships with existing and new...