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.
We are looking for a strong and dedicated Senior Audit Manager to act as an essential member within a team that is vital to the firm.
Based at their Glasgow or Edinburgh offices, you will be responsible for dealing with all matters relating to the management of a portfolio of clients and providing assistant to the Partners.
Our client brings businesses together with communications tech in new and unexpected ways, making their clients more accessible, more productive and more profitable.
Working primarily with mid to large-sized UK enterprises, they're recognised leaders within their space.
In the last year they've experienced an exciting period of growth and have doubled in size, creating lots of opportunities!