Posted by IDEX Consulting Ltd • £65K/yr to £80K/yr
Award-winning Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Chartered IFA to join their team.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio whilst continuing to deal with your own connections.
Posted by Focus Search and Selection • £50K/yr to £70K/yr
Are you a talented financial planner looking for your next career move?
My client is seeking an exceptional professional to join their dynamic team.
Offering a competitive salary in the range of £60,000 to £80,000, this role provides a fantastic opportunity to make a significant impact within a forward-thinking organisation.
Reed Finance is working with a client based in Glasgow City Centre to recruit a Senior Financial Planning Analyst on a 12-month fixed term contract basis.
Our client is seeking an individual who is immediately available.
There is only a requirement to work from the office one day per week.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
Independent Financial Adviser Opportunities - Central Scotland - Edinburgh and Glasgow
We have multiple opportunities for Independent Financial Advisers across the above regions.
Following a series of acquisitions our client is now able to be provide new recruits with an established client bank, to enable you to continue your career, with a strong start.
Posted by IDEX Consulting Ltd • £50K/yr to £55K/yr
General
Join a niche financial planning business as a Senior Paraplanner, supporting one financial planner in providing top-notch services to clients with £1m - £5m portfolios.
Exciting Opportunity in City Centre Glasgow!
Key Responsibilities
- Analyse and prepare financial reports with precision using the IO system.
Posted by IDEX Consulting Ltd • £55K/yr to £60K/yr
The Wealth Planning Training and Competence Manager is responsible for overseeing and supervising the Advisers within the firm.
Reporting to the Head of Compliance and working alongside the Compliance Manager you will be working positively with advisers to ensure the efficient implementation the FCA's Training and Competence requirements.
This will include building personalised training plans for new and existing advisers within the firm, conducting observations and 1-1 meetings while maintaining the highest standard of record keeping in line with the firm's T&C plan.