Financial Planner

Financial Planner / Glasgow / Permanent / Competitive reward structureDue to continued success, our client is seeking a Glasgow-based financial planner to assist with developing its award-winning wealth offering further.Extremely client-focused, this well-established, secure and well run wealth manager offers market-leading financial advice through its...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external...

Senior Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid workingDue 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...

Are 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...

IFA AdministratorGlasgowUp to £28,000 (depending on experience)Monday - Friday (Hybrid working)Do you feel like there is no career path to follow in order to progress and develop?Are you looking to be part of a larger firm with likeminded people around you?Feeling under appreciated for the work you do?If any of the above statements are true then this may be...

Cost 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...

**EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

**EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level.They are currently seeking an experienced...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Job Description Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently...

About the JobWe are seeking a skilled Financial Planner to join our team in Glasgow, providing expert advice on wealth management and financial planning. The ideal candidate will have a deep understanding of complex financial products and risk management techniques.The successful candidate will have at least level 4 certification as a minimum, with working...

Job Overview: Are you looking for a long-term home in financial planning where you can continue to develop professionally and build a successful career? Are you looking to join a business where the focus is on client servicing, building and maintaining strong relationships rather than making sales? We are seeking an experienced and qualified Financial...

**OVERALL SUMMARY** To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director. Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net flows per...

Job Summary: We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Eden Scott. The ideal candidate will have a strong background in wealth management and excellent communication skills.Main Responsibilities:Providing investment analysis and risk profiling for high net worth clientsReviewing and creating reports on...

We are seeking a skilled Financial Services Coordinator to provide administrative and client relationship support to our Financial Planners.The ideal candidate will have 2-3 years of experience as a Financial Services Administrator in a financial planning environment.Key responsibilities include:Managing office tasks, client reports, and database...

Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus...

The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients' financial needs,...

Job Description The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities:Understanding and reviewing clients’...

The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients’ financial needs,...

The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients’ financial needs,...

We are seeking a talented Financial Planner to join our team in Glasgow. As a Financial Planner, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique needs.Key Responsibilities:Develop and implement effective...

Job SummaryJob DescriptionWhat is the opportunity?We have an exciting requirement for a Financial Planner to join our team in Glasgow. The team provides Financial Planning advice to a combination of their own private clients, integrated wealth management clients and clients with the investment management team. In addition, they are heavily involved in the...

Chase de Vere Financial Advisers are known for their knowledge, trustworthiness, and proactivity. They listen, advise, and diligently work to help clients plan a financial future that suits their needs.Due to the company's continued growth, we are looking for Financial Advisers to cover the area. Successful candidates will have a proven record of providing...

Job Overview:We are seeking an accomplished and experienced Financial Planner to join our team and contribute to delivering exceptional client service and financial solutions.This is a fantastic opportunity for a skilled and ambitious Financial Planner to work with a market-leading firm and enhance their knowledge and skills.

Job Title: Financial Planning AssistantJob Summary: We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.Key Responsibilities:Obtain information for...