Wealth Planning Professional

At Eden Scott, we are seeking a highly skilled Senior Wealth Management Professional to join our team. This is an excellent opportunity for an experienced professional to work with high net worth private clients and secure their wealth.Job DescriptionThe successful candidate will be responsible for managing relationships with existing clients, identifying...

Wealth Management Law Specialist WantedPAS Capital Legal is seeking an experienced Wealth Management Law Specialist to join their team in Aberdeen. As a Wealth Management Law Specialist, you will have the opportunity to work on complex and rewarding matters, supporting clients with estate planning, wills, powers of attorney, and more.Responsibilities:Develop...

About the Job:">">We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner in Scotland, ideally located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">">Job Responsibilities:">">Produce compliant and detailed suitability reports for Level 3 solutions, including complex cashflow...

About the RoleWe are seeking an experienced Employee Benefits Administrator to join our Wealth Management team at IDEX Consulting.Key ResponsibilitiesPension administration: managing client pensions and providing expert advice on pension-related matters.Risk benefits: designing and implementing risk management strategies for clients.Healthcare benefits:...

We are looking for a highly skilled solicitor to join our private client team, specializing in estate planning and wealth management.About the RoleAs a key member of our team, you will be responsible for:providing expert advice on estate planning and wealth management strategiesdrafting and executing complex estate planning documentsliaising with clients and...

About the RoleWe are working with a leading wealth management firm to recruit a skilled consultant to join their team. As a financial services professional, you will play a critical role in managing client relationships and preserving account value.The successful candidate will possess excellent communication skills, a strong understanding of the private...

PAS Capital Legal is seeking a highly skilled Senior Private Wealth Lawyer to join our team in Aberdeen. As a key member of our Private Client department, you will provide expert advice on complex estate planning matters, including Wills, Powers of Attorney, and Trusts.About the Role:Provide high-quality legal services to clients with diverse needs, ensuring...

Key Responsibilities: The successful candidate will have proven experience as a Private Client Solicitor and excellent knowledge of private client law, tax regulations, and estate planning. They will be able to convey complex legal concepts clearly and effectively to clients and work closely with external professionals to ensure a comprehensive service is...

About the Role:">">We are looking for a skilled Paraplanner to join our team in Scotland, ideally based near one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">">Job Description:">">Prepare detailed suitability reports for Level 3 solutions, using complex cashflow models for existing and new cases.">Conduct market research and...

Paraplanner Job DescriptionWe are proud to offer a challenging and rewarding role as a Paraplanner at Acumen Financial Planning.In this position, you will work closely with our Financial Planners to deliver exceptional client service and support the development of financial plans.The ideal candidate will be highly organized, possess excellent communication...

Job DescriptionWe are seeking an experienced Financial Planning Consultant to join our team in Aberdeen, Edinburgh, or Glasgow. As a key member of our team, you will be responsible for providing holistic financial planning advice to clients, ensuring their long-term financial goals are met.The successful candidate will have a minimum of 2 years' experience...

Job DescriptionWe are seeking a highly skilled and experienced Private Client Solicitor to join our team as a Senior Estate Planning Attorney. In this role, you will have the opportunity to work with clients to create comprehensive estate plans, including wills, trusts, and powers of attorney.Main ResponsibilitiesDevelop and implement estate plans for...

Job Title: Financial Planning SpecialistEstimated Salary: £45,000 - £60,000 per annumCompany OverviewAzets Group is a top ten accountancy firm in the UK and the number one largest SME practice. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices.Job DescriptionWe are seeking a skilled Financial...

At IDEX Consulting Ltd, we are seeking a skilled Financial Planning Professional to join our team.About the Role:We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, as well as opportunities for career growth and professional development.Job Description:The successful candidate will be responsible for executing the...

Our client is a reputable wealth management firm at an exciting stage in their growth. With an average case size of higher net worth private clients across all areas of their wealth, they are seeking a skilled professional to manage relationships and preserve client accounts.The role will involve acting as an ambassador for this high-profile company,...

At JohnstonGreer Ltd, we are seeking a highly skilled Senior Financial Planning Specialist to join our team. As a Chartered Financial Planner with several years of experience in the Personal Financial Planning arena, you will be responsible for delivering financial planning services to high net worth individuals and businesses.The ideal candidate will have...

A challenging Private Client Solicitor opportunity has arisen at Ably Resources. We are offering a salary of $100,000 - $150,000 per annum for the right candidate.The selected candidate will be responsible for delivering expert advice on:willstrustsexecutriesPOAsguardianshipswealth planningasset managementApplicants should have 0-5 years PQE experience, some...

Job OverviewThis is a fantastic opportunity to join a dynamic team as an experienced Private Client Solicitor with expertise in Wills, Trusts, Executry Estates, Power of Attorney, Tax and Wealth Planning, and Asset Protection.Key ResponsibilitiesAs a Senior Estate Planning Attorney, you will have the opportunity to work with clients to create comprehensive...

We are a top ten accountancy firm in the UK, looking for an experienced Wealth Management Advisor to join our team. As a key member of our financial advisory department, you will play a crucial role in creating personalized financial plans for clients.About the JobIn this role, you will be responsible for conducting thorough interviews to assess clients'...

Job OpportunityWe are recruiting a Private Client Solicitor to join our dynamic team. As a leading law firm in the Private Client sector, we pride ourselves on delivering exceptional legal services and building long-term relationships with our clients.About the RoleThis is an exciting opportunity for an experienced Private Client Solicitor to manage a...