Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
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.
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
You will be capable of building relationships with both new and existing private clients.
Posted by Meraki Talent Limited • £30K/yr to £60K/yr
General
You will be responsible for all aspects of fund administration for a number of funds.
Meraki Talent are working with a global investment bank who are looking for an experienced Fund Administration to join an expanding function in Glasgow.
Key duties will include
Liaising with the Investor Relation team, answering queries.
Posted by Meraki Talent Limited • £37K/yr to £48K/yr
As a Fund Accountant, you will be responsible for maintaining accurate financial records for investment and hedge funds, ensuring compliance with regulatory requirements, and providing timely reporting to stakeholders.
Due to an enhanced period of growth, Meraki Talent are seeking an experienced Fund Accountant for a newly created position within the heart of Glasgow's Financial Services district.
You will play a crucial role in the financial operations of the fund, including calculating net asset values (NAVs), reconciling transactions, and preparing financial statements.
Posted by Regal Brooke Limited • £33K/yr to £37K/yr
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Posted by Meraki Talent Limited • £33K/yr to £37K/yr
Meraki Talent are proud to be working with a UK Wealth Management business who are actively seeking a Fund Oversight professional to join an existing team within Glasgow.
We are looking to speak to those who have a proven track record in the checking and administration of the Fund Oversight duties.
It is imperative that applicants are able to display a strong understanding of regulatory requirements.
Please note this is not a fully remote role - Minimum requirement of 2 days working in the office per week.
Starting salary between £24,200 - £27,300 (depending on hours, location, skills and experience) Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up to £31,200
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Glasgow office.
Financial Planning Administrator - Glasgow, hybrid - up to £28K plus excellent company benefits including 13% Pension & 40 days holiday
Our client are a highly reputable Financial Planning organisation with offices across the UK.