Financial adviser

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you’re driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its...

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, the have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area.In the job you will be servicing your book of business along with maintaining relationships and...

A leading wealth management firm in Dundee is looking for an ambitious Financial Adviser. This role offers the opportunity to build and expand client relationships with comprehensive support including paraplanning and lead generation. With a strong brand backing and resources for success, you can focus on client acquisition and develop a personal portfolio....

Job description Independent Financial Advisor Dundee To £80, + competitive bonus and benefits Hybrid workingA highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:High earning potentialFlexible working patternFull paraplanning, administration and...

OverviewIndependent Financial Advisor — Dundee — To £80,000 + competitive bonus and benefits. Hybrid working.A highly regarded IFA is looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:High earning potentialFlexible working patternFull paraplanning, administration...

OverviewLet\'s Write Africa\'s Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa\'s leading insurance companies. The role at a glance is about championing our valued customers...

A leading insurance company in Scotland is seeking dynamic individuals to provide sound financial advice and champion valued customers to achieve their lifetime goals. This role focuses on expanding sales with existing customers and is ideal for self-motivated professionals who can work on their own leads. Candidates should hold at least an NQF Level 5...

**Dundee or Edinburgh**: Henderson Loggie Financial Planning Ltd is a wholly-owned subsidiary of Henderson Loggie LLP. We provide specialist, independent financial advice to businesses and individuals located across Scotland. At Henderson Loggie & Henderson Loggie Financial Planning Ltd, our people are at the very heart of what makes us stand out from our...

**Job Purpose**: Supporting the Investment Team in collation and management of data, reporting and responding to client queries. **Platform knowledge, operation and data extraction** - Maintenance of model portfolios on all platforms, advise team on functionality, assist with edits, run monthly tolerance checks on accounts and rebalance accounts - Gather &...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...