A growing financial services firm in Glasgow is seeking a part-qualified Wealth Planner to join their supportive team. This role offers exposure to financial planning, paraplanning, and client service, while working closely with senior Planners. Candidates should be Level 4 qualified, ambitious towards Chartered status, and have strong communication and technical skills. The position includes a...
A financial services firm in Glasgow is seeking an IFA sales support professional to join their dynamic team. This role involves producing client valuations, suitability reports, and assisting with new business transactions. Applicants must have experience in an IFA practice and be familiar with compliance protocols. The position offers significant growth potential within a supportive...
A leading financial services business is seeking an experienced Financial Advisor to join their team in Glasgow. This role offers the opportunity to work on both employed and self-employed bases, supported by a robust lead generation process. Responsibilities include preparing financial plans, advising clients on financial issues, and fostering strong relationships to retain and grow the client...
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 Planner to build and...
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high workloads, prioritise and multi task to an excellent standard.
Independent Financial Adviser | £50,000–£65,000 + Bonuses (£100k OTE year one) | Home working – Glasgow Location – Glasgow – (although home based, clients are based throughout the Greater Glasgow area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An...
You will have dedicated support from our Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex advice to your customers.
You will have autonomy to use your expertise to determine what advice and products are best for your customer
Independent Financial Adviser - Trainee/Junior/Senior - Client Bank ProvidedAre you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with a leading Independent Financial Adviser who is growing...
Direct message the job poster from Quilter Financial Planning if you are an experienced Financial Advisor seeking a more supported role. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial...
You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
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 teams, and external providers to ensure a...
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 Planner to build and maintain strong client...
Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assisting a team of financial advisers Responding and forwarding on queries sent into our centralised enquiry...
My client is a highly respected large wealth management firm with an office based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced / senior paraplanner to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with...
You will enjoy flexible working arrangements and the opportunity for career growth within a supportive team environment. The firm emphasizes an inclusive culture, striving for diverse representation at all levels.
A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth. In the role you will be heavily involved in the full financial planning process - attending meetings, writing very complex...
Job description Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities? Why Join Career Growth:Structured development programmes, funded qualifications (CII/CISI), and clear pathways to Adviser or Senior Paraplanner High-Quality Work: Support a team...
Overview A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Responsibilities Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating...
You will be a senior member of the financial services team and will sit in on technical meetings.
You will be working with the full spectrum of advice, including pensions, investments, tax and protection.
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations...