A leading bank is seeking a Senior Client Service Executive in Glasgow to support Private Bank Wealth Management by providing expert knowledge and exceptional client service. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. The role involves driving service-level delivery, managing risks, and collaborating with...
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...
Job Description Real Assets Tax Manager - Big 4 Global Practice Glasgow£50,000-£75,000 + Bonus + Benefits Do you want to advise some of the world's largest Real Assets investors?Are you interested in building relationships with leading REITs, sovereign wealth funds and private equity houses?Would you be looking to develop your career in a market-leading Big 4 team? Benefits: - Market-leading...
Ideas | People | TrustWe’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading...
The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...
Who Are Aquila? We are a team of highly skilled and dedicated marketing professionals who are passionate about creating bespoke branding and tailored digital marketing solutions. Aquila specialise in B2B marketing for niche sectors, including water, technology and energy. Experience across these sectors has given us the insights to spot growth opportunities, strengthen a companies market...
You will be responsible for leading and managing client relationships via Intermediary partners. The role will require you to maintain existing client relationships and importantly identify new clients' relationships through key origination tactics and networks.
You will deliver net revenue growth by focusing on achieving the Intermediary team's net sales target.
Overview We're growing and want you to be a part of our journey. Actuarial Manager - Pensions Consolidation Solutions As part of this role, you'll be working in Isio's Actuarial & Consulting team, consisting of over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors. We advise on everything from...
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We'll broaden your...
Overview Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy – and directly advise the owners and management teams...
You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)
Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...
You will be someone with: Qualified ACA/ACCA/ICAS Qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.
You will also support Partners and Directors in growing the client base, developing proposals, and deepening relationships with existing clients. Key responsibilities include: - Managing a large portfolio of Real Assets clients, delegating across onshore and offshore teams - Advising on the impact of new legislation on Real Assets investors
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...
Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...
Senior Client Service Executive – Barclays The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. Location: Glasgow, Scotland, United Kingdom We are looking for a Senior Client Service Executive to support Private Bank Wealth Management by providing expert knowledge and support to stakeholders, colleagues and...
You will be someone with: ACA/ACCA/ICAS qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.
You will be someone with: ACA/ACCA/ICAS qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.
You will ne someone with;ACCA/ACA/ICAS qualified or overseas equivalent. Previous experience of managing people. Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering.