Wealth Management Coordinator
2 weeks ago
A financial services firm in Glasgow is seeking a Wealth Management Administrator to provide high-quality administrative support to Wealth Planners. The role requires attention to detail, strong communication skills, and previous administration experience. Responsibilities include managing client documentation, financial administration, and coordinating workflows. This position offers a dynamic working environment focused on client satisfaction.
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Wealth Management Administrator
3 days ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from our Glasgow office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a...
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Financial Services Administrator
1 week ago
Glasgow, United Kingdom Succession Wealth Full time**Financial Services Administrator - Wealth Management** **12m Fixed Term and Permanent Roles Available** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Glasgow office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...
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Wealth Management Administrator
2 weeks ago
Glasgow, United Kingdom RGH‑Global Limited Full time**Wealth Management Administrator** Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal...
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Wealth Manager
1 week ago
Glasgow, United Kingdom IDEX Consulting Full timeJob descriptionA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland.Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the...
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Wealth Manager
2 weeks ago
Glasgow, United Kingdom IDEX Consulting Full timeJob description A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the...
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Wealth Manager
3 weeks ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client portfolio...
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Wealth Manager
7 days ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeOverviewA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client...
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Wealth Management Administrator
1 week ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners internal teams and...
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Wealth Management Administrator
1 week ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams,...
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Client Delivery Lead
2 weeks ago
Glasgow, United Kingdom Succession Wealth Full timeClient Delivery Lead (Financial Services Administrator) 12 Month Fixed‑Term Contract – December start. Hybrid – Home + Glasgow office. Succession Wealth, part of the Aviva Group, is a leading independent financial planning and wealth‑management firm with over 900 employees. We are looking for an organised and competent Administrator to join the...