Posted by Meraki Talent Limited • £29K/yr to £31K/yr
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Posted by IDEX Consulting Ltd • £65K/yr to £80K/yr
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.
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 work with the business's existing client portfolio whilst continuing to deal with your own connections.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
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
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.
You will be capable of building relationships with both new and existing private clients.