Wealth Management Professional

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...

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 OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

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...

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...

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...

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...

Job DescriptionWe are seeking an experienced Wealth Adviser Assistant to join our team at The Recruitment Council.Main ResponsibilitiesOversee office administration and provide exceptional customer service.Identify opportunities for process improvements and implement changes.Collaborate with colleagues to achieve team goals and objectives.Develop and...

Role OverviewIDEX Consulting is seeking a highly skilled and experienced Strategic Wealth Manager Lead to join our team. The successful candidate will be responsible for building and maintaining relationships with private clients, providing tailored wealth management solutions, and driving revenue growth.

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...

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...

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...

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...

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...

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...

About Evelyn PartnersWe are a leading integrated wealth management and professional services group in the UK, with over 186 years of experience helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.Our core values drive our exceptional track record of growth and innovation: Personal, offering advice based on a true...

We are seeking a Chief Diversity Officer to join our Financial Services division, one of Johnston Carmichael's fastest-growing business areas. The team is led by Gillian Boston, a member of the ICAEW Financial Services Faculty CASS working group and a committee member of the Scottish CASS Forum.Contact for clients on day-to-day matters, from planning through...

Job Opportunity: Senior Manager, Quality ExpertWe are seeking a skilled and experienced Senior Manager to join our team at Deloitte LLP. The successful candidate will have a proven track record of delivering high-quality solutions in the investment and wealth management industry.The role involves working closely with clients to implement testing solutions...

About the Role:Clarkson Owens Recruitment is working with a leading consultancy to recruit a Senior Construction Professional to join their Glasgow office. The ideal candidate will have PQS experience and be chartered or working towards their APC.Key Responsibilities:Working on projects across both the Public and Private sectorsPredominantly office-based...

We are seeking a highly skilled Data Solutions Professional to join our team in Glasgow. In this role, you will be responsible for ensuring the timely and accurate processing of static data functions.Key Responsibilities:Demonstrate a thorough understanding of regulatory requirements and their application to your role.Utilize settlement operations experience...