Senior Financial Planner
2 months ago
Senior Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid working
Due to continued growth, our client is seeking an Glasgow-based senior financial planner to assist with developing its award-winning wealth offering further and inherit a client portfolio.
Extremely client-focused, this well-established, secure and effectively run wealth manager offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software.
The client portfolio you will inherit is made up of high net worth individuals and families and you will be fully supported by an experienced and locally based admin and technical support function.
Career progression is second to none with the opportunity of future equity share holding.
Key responsibilities
- Offer holistic financial planning to prospective and existing clients;
- Work with professional introducers;
- Provide private client advice on pensions, protection, bonds and trusts;
- Proactively keep up-to-date with new developments in the tax, legal and planning world;
- In-depth reviews of clients' financial circumstances, current provision and future aims;
- Complete risk analysis and design financial strategies.
The successful candidate
- Chartered Financial Planner with over eight years’ experience providing holistic advice to high net worth clients;
- Inherently client focused with a well developed network;
- Technically gifted with excellent analytical skills;
- Professional with high levels of integrity;
- Superb communication and interpersonal skills with an engaging personality.
Please apply below or contact Scott Caldwell for further information – confidentiality assured.
Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.
-
Construction Planner
1 month ago
Glasgow, Scotland, Scotland, United Kingdom Contract Scotland Full timeAre you currently working on planning/programming for a large building contractor?One of the top 10 construction businesses in Canada is looking to the UK to hire experienced talent to join their team in Toronto.A tier 1 contractor, working on projects of c£50m to £200m+, they’ve been around for over 100 years and are regarded as one of the top employers...
-
Senior Construction Project Manager
1 month ago
Glasgow, Scotland, Scotland, United Kingdom Contract Scotland Full timeAre you currently delivering major construction & building projects for a large building contractor?One of the top 10 construction businesses in Canada is looking to the UK to hire experienced talent to join their team in Vancouver, Calgary, Toronto and Halifax.A tier 1 contractor, working on projects of c£50m to £200m+, they’ve been around for over 100...
-
Financial Reporting Specialist
5 months ago
Glasgow, Scotland, United Kingdom Meraki Talent Full timeMeraki Talent is working alongside one of the UK’s leading teams of Chartered Accountants in the rare discipline of Financial Reporting. The Company: Our client is one of the most recognisable names in the UK Accountancy market. They employ over 1000 people across several offices and have a formidable reputation for providing high-quality work...
-
Senior Construction Superintendent
1 month ago
Glasgow, Scotland, Scotland, United Kingdom Contract Scotland Full timeAre you currently delivering major construction & building projects for a large building contractor?One of the top 10 construction businesses in Canada is looking to the UK to hire experienced talent to join their team in Vancouver, Calgary, Toronto and Halifax.A tier 1 contractor, working on projects of c£50m to £200m+, they’ve been around for over 100...
-
Vice President Financial Controller
2 weeks ago
Glasgow, Scotland, United Kingdom Barclays Full timeAs the Financial Controller for the Barclays Bank UK Retirement Fund (UKRF), you will oversee and manage the day-to-day finance operations, ensuring robust financial control and governance. The UKRF is a trust based pension fund with over 200,000 members and c£25bn in assets, overseen by an independent non-executive trustee board. You will lead the...
-
Financial Crime Internal Auditor VP
2 weeks ago
Glasgow, Scotland, United Kingdom Barclays Full timeJoin us as a Financial Crime Internal Auditor VP at Barclays where you will play a pivotal role in providing independent assurance over the effectiveness of controls to mitigate financial crime risk across the different businesses. You will be part of our global Barclays Internal Audit (BIA) team, working with the first and 2nd line of defence within...
-
Senior Administrator
16 hours ago
Glasgow, Scotland, Scotland, United Kingdom Burgh Recruitment Full timeSenior AdministratorLocation - Glasgow Salary - Up to £28,000 (DoE)Hours - Full-time / In OfficeWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional Senior Administrator to work in the Glasgow office of a successful Partner Practice. You will be part of a fast-paced team...
-
Senior Finance Executive
6 days ago
Glasgow, Scotland, United Kingdom myGwork Full timeThis job is with Skyscanner, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the RoleWe're looking for a Senior Finance Executive to join our Spending & Expenses team . In this role, you'll be responsible for managing key...
-
Project Director
1 month ago
Glasgow, Scotland, Scotland, United Kingdom Contract Scotland Full timeAre you currently delivering major construction & building projects?One of the top 10 construction businesses in Canada is looking to the UK to hire experienced talent to join their team in Vancouver and Calgary.A tier 1 contractor, working on projects of c£50m to £200m+, they’ve been around for over 100 years and are regarded as one of the top employers...
-
Senior Paraplanner
6 months ago
Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
-
Accounting Manager
1 month ago
Glasgow, Scotland, United Kingdom Denholm Associates Full timeDoes the idea of working for a Leading Law firm sound exciting to you?We're offering a unique opportunity for an experienced Accountant with management accounting experience to join a Glasgow based law firm as Accounting Manager, where you will take a lead role in overseeing key financial processes for the Partnership group. Based in the Glasgow office,...
-
Accounting Manager
2 days ago
Glasgow, Scotland, United Kingdom Denholm Associates Full timeDoes the idea of working for a Leading professional services firm sound exciting to you?We're offering a unique opportunity for an experienced Accountant with management accounting experience to join a Glasgow based firm as Accounting Manager, where you will take a lead role in overseeing key financial processes for the Partnership group. Based in the...
-
Paraplanner
5 months ago
Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
Partnership Accounting Manager
2 months ago
Glasgow, Scotland, United Kingdom Ashurst Full timeAbout AshurstAshurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. Our in-depth understanding of our clients and commitment to providing excellent...
-
Senior Project Accountant
6 days ago
Glasgow, Scotland, United Kingdom myGwork Full timeThis job is with BAE Systems, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Title: Senior Project Accountant Location: Scotstoun, Glasgow. We offer a range of hybrid and flexible working arrangements – please speak to your...
-
Tax Advisor
2 weeks ago
Glasgow, Scotland, United Kingdom Ashurst Full timeAbout AshurstAshurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. Our in-depth understanding of our clients and commitment to providing excellent...
-
Senior Legal Counsel
2 weeks ago
Glasgow, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeMeraki Talent are supporting a global investment bank who are looking to appoint a Legal Counsel professional. Are you a talented legal professional with a passion for the fast-paced world of banking and payments?We are seeking an experienced Legal Counsel to provide expert legal advice and support to our growing banking and payments operations.Key...
-
Commercial Finance Analyst
2 months ago
Glasgow, Scotland, United Kingdom Ashurst Full timeAbout Ashurst:Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. Our in-depth understanding of our clients and commitment to providing excellent...
-
VP - CBP Controls Finance
2 weeks ago
Glasgow, Scotland, United Kingdom Barclays Full timeAs a Finance CCO VP at Barclays you will experience a suite of Finance disciplines across the full life cycle of Entities and Finance Transaction Cycles, this will include financial and regulatory reporting, Treasury, Product Control, Valuations and Planning & Stress Testing. You will be part of a supportive, collaborative global team, working with different...
-
Cost Manager
2 weeks ago
Glasgow, Scotland, Scotland, United Kingdom Reed Talent Solutions Full timeCost Manager – Clyde, ScotlandHybrid, 3 days on site £70,000k per annum + company benefits Live SC Clearance required Are you an experienced Cost Manager with a background working on complex projects?Our client is currently seeking an experienced Cost Manager to join a leading engineering nuclear industry to manage and support all cost-related issues on a...