Senior Financial Adviser
1 week ago
Job Description We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team.
In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.
In order to provide clients with the very best advisory services, a Senior Financial Advisor must provide thoughtful, personalised financial planning advice and enjoy getting to know their families and their unique goals.
As part of the job, you will meet with and recruit prospective and new clients and develop relationships with professionals that will result in new client referrals for the business.
Meeting with clients regularly and delivering trusted financial advice while understanding each client's goals is the most important aspect of the job.
Advice for Life Financial Planning specializes in delivering wealth management solutions that are as unique and individual as our clients.
Our team includes financial advisors and mortgage advisers, as well as a client service and operations team.
Over the past 20 years, the firm has focused on providing trusted financial advice that always serves the client's best interests.
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Senior Financial Adviser
2 weeks ago
Dumfries, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team.In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the very...
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Senior Financial Adviser
7 months ago
Dumfries, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the very...
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Senior Financial Adviser
7 months ago
Dumfries, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the very...
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Senior Financial Adviser
1 month ago
Dumfries, United Kingdom Quilter Financial Planning Full timeJob Description We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly. In order to provide...
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Senior Financial Adviser
4 days ago
dumfries, United Kingdom Quilter Financial Planning Full timeJob Description We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly. In order to provide...
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Senior Financial Adviser
7 months ago
Dumfries, Scotland, Scotland, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the...
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Senior Financial Adviser
7 months ago
Dumfries & Galloway, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the...
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Senior Financial Planner
1 month ago
Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking an experienced Senior Financial Adviser to join our wealth management team. The Senior Financial Adviser's primary responsibilities include providing thoughtful, personalized financial planning advice, meeting with clients regularly, and developing relationships with professionals to result in new client...
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Customer Service Adviser
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Financial Director
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Customer Adviser
6 months ago
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Accounts Senior
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Business Services Senior
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Senior Family Support Worker
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Senior Shift Mechanic
6 months ago
Dumfries, United Kingdom Stagecoach Full time**Salary** £21.45 per hour Mon - Fri £23.60 per hour Sat & Sun £1,500 Joining Bonus **Senior Shift Mechanic **Dumfries **Joining bonus of £1,500*** **We're looking for an experienced Senior Shift Mechanic to join our Dumfries team.** £21.45 per hour Mon - Fri - £23.60 Sat & Sun - Guaranteed minimum of 39 hours with overtime potentially available...
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Controller of Financial Operations
3 days ago
Dumfries, Dumfries and Galloway, United Kingdom Harrison Scott Associates Full timeHarrison Scott Associates' client, a successful business with over £10m turnover, seeks a highly skilled Finance Controller to lead their finance team. This is a senior management role offering opportunities for growth and development.About the RoleLead the Management Accounts team in preparing, delivering, and analysing monthly accounts.Direct monthly...
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Agricultural Accounts Professional
4 weeks ago
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Head of Accounting and Finance
2 days ago
Dumfries, Dumfries and Galloway, United Kingdom RSK Group Limited Full timeA mechanical engineering business based in Scotland requires a senior financial professional with extensive experience in financial management.The ideal candidate will have a strong background in accounting and financial analysis, with the ability to develop and implement effective financial strategies.Responsibilities:Prepare and present financial reports,...
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Volunteer Branch Treasurer
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Volunteer Branch Treasurer
6 months ago
Dumfries, United Kingdom SSAFA Full timeThis role covers Dumfries and surrounding areas. Could you look after the finances for the local SSAFA service in your area? You don’t need a military background, just some basic I.T and finance skills. If so, this could be the role for you. **What is a Branch Treasurer?** There are SSAFA branches throughout the UK and overseas. These are divided into...