Chartered Financial Planner, Associate Financial Planner(s)

Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area.For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work. You'll be...

**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...

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...

Chartered Financial Planner – Glasgow / EdinburghJoin to apply for the Chartered Financial Planner – Glasgow / Edinburgh role at MercerChartered Financial Planner – Glasgow / Edinburgh2 days ago Be among the first 25 applicantsJoin to apply for the Chartered Financial Planner – Glasgow / Edinburgh role at MercerMercer Private Wealth has an immediate...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning paraplanning and client service giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a senior...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What you will be doing: As an **Associate **Financial Planner,** some of your...

Job descriptionAbout the FirmWe\'re proud to be representing one of the UK\'s most respected professional services groups a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial planning with a modern, client-centric approach,...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a...

Job Title: Senior Planner / Associate Location: Edinburgh or Glasgow Penguin Recruitment is delighted to be supporting a leading planning consultancy in their search for a Senior Planner or Associate to join their successful Scotland Planning team. This is an excellent opportunity for a capable and commercially minded planning professional to play a key role...