They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role.
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow.
My client is one of Scotland's most well-known Independent Financial Adviser firm's and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
As a Graduate Equity Analyst, you will have the opportunity to join our dynamic team, working alongside seasoned professionals to analyse and make informed investment decisions.
We are a leading financial services firm specialising in equity analysis and investment strategies.
We pride ourselves on our commitment to excellence, innovation, and cultivating talent.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.