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.
Financial Advisor - All clients provided - Experienced Paraplanner's are also considered
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
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.
Posted by IDEX Consulting Ltd • £55K/yr to £65K/yr
You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.
An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow.
You will have the ability and initiative to self-generate your own business and strategise new business development opportunities.
Posted by IDEX Consulting Ltd • £38K/yr to £47K/yr
Preparing the fund switch report
A new and very exciting opportunity has arisen within this highly regarded boutique national firm.
We are looking for a high end Paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.
Customer Service Representative; Starting at £21,840-£23,000
35 hours per week; Hybrid remote
So, what does the role entail
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.