Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
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 our client's company continues to grow, a requirement has arisen for a Financial Coach to join its rapidly expanding team of Advisers and Educators.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
The Financial Coach role is predominantly home-based, with the remit to deliver financial education programmes to employees at corporate and public sector companies across Scotland.
Exciting opportunity for a Financial Advisor to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Consultant required by this leading consulting and actuarial firm that continues to grow through acquisitions and an increase in new business.
£38,000 to £48,000 plus bonus and benefits
They operate within the pension scheme arena and provide a range of services to their clients including administration support, actuarial and investment advice.
I am currently recruiting for a Finance Regulatory Specialist - Director Level, to join my client who are a globally recognised financial services firm, within the Liquidity Reporting team.
This is a 12 month contract.
The role will focus on preparing controls and performing analysis of the inputs used in the liquidity reports of the Firm.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.