Personal Finance Specialist

13 hours ago


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

We are seeking a highly skilled and experienced Personal Finance Specialist to join our team at Quilter Financial Advisers. As a Personal Finance Specialist, you will play a critical role in helping clients achieve their long-term financial goals.

The estimated annual salary for this position is £80,000 - £140,000, based on experience and qualifications. Our team provides a supportive environment, enabling you to focus on delivering exceptional results for our clients.

Your key responsibilities will include:

  • Analysing clients' financial information to provide tailored advice and recommendations
  • Developing and implementing comprehensive financial plans to meet clients' objectives
  • Maintaining and updating knowledge of regulations, practices, and financial products to ensure compliance

We are looking for an individual who can:

  • Demonstrate proven experience as a financial planner or personal finance specialist
  • Display strong analytical and problem-solving skills, with attention to detail and excellent math skills
  • Exhibit outstanding communication and interpersonal skills, with the ability to foster long-term relationships

Becoming self-employed with QFA offers numerous benefits, including:

  • A seamless transition and continued fee income
  • Independence from day-to-day direct management controls
  • Opportunities for business growth and achievement


  • Glasgow, Glasgow City, United Kingdom Christie Finance Full time

    Job OverviewWe are seeking a highly skilled Commercial Finance Specialist to join our team at Christie Finance.


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

    About the Role:We are seeking an experienced Personal Finance Specialist to join our team at Quilter Financial Advisers. As a key member of our advisory team, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial objectives.Responsibilities:Assess client needs and develop personalized financial...


  • Glasgow, Glasgow City, United Kingdom DSL Business Finance Ltd Full time

    Job Title: Business Finance SpecialistsLocation: ScotlandSalary Range: £40,000 - £60,000 per annumAbout the RoleWe are seeking highly skilled Business Finance Specialists to join our team at DSL Business Finance Ltd. As a key member of our lending department, you will be responsible for referring clients to other agencies where further help is required and...


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

    Discover a rewarding career opportunity in the financial services sector with Quilter Financial Advisers, a leading advisory business dedicated to providing expert financial planning services.We offer a dynamic work environment, competitive salaries, and a comprehensive benefits package, including financial support, pre-qualified lead generation, marketing...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    About the Role: We are looking for a Senior Manager Finance to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The role involves providing strategic finance services and leadership to the project finance team. The successful candidate will have previous direct management experience and be fully qualified as a chartered accountant...


  • Glasgow, Glasgow City, United Kingdom DSL Business Finance Ltd Full time

    About the PositionWe are looking for a personally organised individual to join our team as a Business Loan Specialist. As a specialist, you will contribute significantly to delivering loan funding to both start-up and growing businesses in Scotland.Key ResponsibilitiesIdentify business opportunities and refer clients to other agencies when...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    We are recruiting a Senior Finance Manager to work with our key client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is a challenging opportunity for a qualified accountant to play a critical role in driving business growth through effective financial management.The successful candidate will have significant experience in financial...


  • Glasgow, Glasgow City, United Kingdom DSL Business Finance Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join DSL Business Finance Ltd as a Loan Officer in Scotland.Key ResponsibilitiesTo refer clients to other agencies where further assistance is required.To represent the company at relevant events and conferences.Competitive SalaryThe estimated salary for this position is £28,000 -...


  • Glasgow, Glasgow City, United Kingdom Propel Finance Full time

    Unlocking Growth Opportunities in Asset FinanceWe are Propel Finance, a leading independent finance house with over 20 years of experience in providing flexible and accessible finance solutions to SMEs across the UK.We are now looking for an ambitious and experienced Broker Business Development Manager to join our team. As a key member of our sales team, you...


  • Glasgow, Glasgow City, United Kingdom Personal Choice Financial Advisors, LLC Full time

    We are seeking highly skilled solicitors to join our client's specialist international & offshore team. As a member of this team, you will play a key role in handling a wide range of complex and interesting claims.The ideal candidate will have a strong background in personal injury law and experience working with international cases. They must also have...


  • Glasgow, Glasgow City, United Kingdom Personal Choice Financial Advisors, LLC Full time

    Solicitors for International & Offshore Team are seeking an experienced Dispute Resolution Lawyer to join their specialist team at Personal Choice Financial Advisors, LLC. The team deals with a variety of complex and interesting claims, including:Accidents that have taken place abroad or offshoreProduct liability claims internationallyWe offer a competitive...

  • Finance Specialist

    4 days ago


    Glasgow, Glasgow City, United Kingdom Nine Twenty Engineering & Manufacturing Full time

    Job TitleFinance SpecialistGlasgow, Scotland - Onsite opportunity in the Manufacturing sectorWe seek a dedicated and experienced Finance Specialist to support our client.About the CompanyNine Twenty Engineering & Manufacturing is a renowned organisation in the industry.Your ResponsibilitiesInvoice Processing: Ensure accuracy in managing and processing...


  • Glasgow, Glasgow City, United Kingdom Reed Full time

    Job Description:We are seeking a Business Finance Specialist to join our team in Glasgow City Centre.As a Business Finance Specialist, you will be responsible for providing financial reporting, analysis, and business partnering to our clients.Key responsibilities include:Preparing financial results and KPIs for clientsCollaborating with non-finance...


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    We are seeking a highly skilled Finance Operations Specialist to join our team at a global Law firm. As an Accounts Payable Assistant, you will play a vital role in ensuring seamless financial operations.Key Responsibilities:Ensure accurate processing of new starters and leavers, including completion of necessary documentation.Regularly audit items allocated...


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

    Job Title: Business Finance SpecialistWe are seeking a skilled Business Finance Specialist to collaborate with our Aviation company teams and ensure accuracy in consolidated financial information.Estimated Salary:£43,000 - £46,000 per annum.About the Role:Support group consolidation for external and internal reporting, ensuring accuracy, quality, and...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job SummaryWe are seeking a skilled Finance Regulatory Specialist to join our team at Core-Asset Consulting Ltd in Glasgow. The successful candidate will have experience in managing global finance, daily reporting, and project management.This is a 12-month contract opportunity for a highly motivated individual who can work effectively in a fast-paced...


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

    Join Our Team of Financial ExpertsAs a Financial Advisor with Quilter Financial Advisers, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.Estimated Salary: £60,000 - £80,000 per annumYour Key ResponsibilitiesDevelop and implement personalized financial plans for...


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Part-time Finance Support RoleWe are seeking a highly skilled Finance Support Specialist to join our team on a part-time basis, working 25 hours per week.About the Job:Assist the finance and accounts departments with various tasks and duties.Manage accounts payable and receivable, including invoicing and credit control.Flexible hours to suit the right...


  • Glasgow, Glasgow City, United Kingdom Christie Finance Full time

    About the JobWe are seeking an experienced Commercial Mortgage Specialist to join our team at Christie Finance.The successful candidate will be responsible for sourcing and presenting commercial mortgage solutions to clients, maintaining relationships, and driving sales growth.Key Responsibilities:Sourcing and presenting commercial mortgage solutions to...


  • Glasgow, Glasgow City, United Kingdom Glasgow City Health and Social Care Partnership Full time

    Job Title: Personal Care SpecialistWe are seeking a compassionate and dedicated Personal Care Specialist to join our team in Glasgow.The role involves providing intimate personal care to vulnerable service users, including washing, bathing, showering, dressing, and shaving. You will also assist with medication and use specialist equipment.Key...