Head of Financial Planning — Lead 15 Planners to Excellence

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team,...

An exciting opportunity has arisen for an Executive Assistant to join our team in Glasgow City Centre working directly with a Chartered Financial Planner. This is a full-time, permanent position, 35 hours a week. **Duties of the role include**: - Liaising between the CFP and clients - Ensuring tasks agreed with clients are achieved on time - Providing full...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

At Acumen Financial Planning you will find many factors that set us apart from other firms; our people, processes, values, and ethos, all delivered in a professional yet down-to-earth manner. Established in 2002, we are proud to be an Accredited and Chartered firm. Our Mission is to empower clients to confidently achieve their full financial promise by...

**Chartered Financial Planner - Glasgow - up to £100K plus bonus and benefits - Senior Financial Planner vacancy** Our client, a prestigious, National firm of Wealth & Investment Managers, is seeking a skilled professional to join our team as a Chartered Financial Planner. As part of this dynamic organisation, you will have the opportunity to service and...

**Financial Planning Administrator - Glasgow - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

Advanced Asset Consultants Ltd is a leading Chartered Financial Planning practice based in Glasgow, serving private investors, professional intermediaries, charities, and unions throughout Scotland. With a focus on financial education, we provide tailored, straightforward advice to meet the unique needs of our clients. As an independent practice, we...

Financial Planning Administrator / Glasgow / Permanent / £30,000 - £34,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role holders can also...

Junior Financial Planning Administrator - Glasgow Salary: Up to £28,000 + benefitsLocation: Glasgow (Full-time, office-based initially, hybrid available after probation) An exciting opportunity has arisen for a motivated and ambitious individual to join a highly regarded wealth management firm in Glasgow as a Junior Financial Planning Administrator. This...