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.
Posted by Lawes Consulting Group • £35K/yr to £45K/yr
As a Senior Client Adviser you will assist the Client Adviser Team Leader and/or Divisional Manager in accordance with Group objectives, procedures and standards.
Report to the Client Adviser Team Leader on a monthly basis.
To promote and support the Division both internally and externally to clients, the insurance market and other third parties.
Manage your own portfolio and assist in the running of your section and have an input to workflow planning.
They are a top ten accountancy firm in the UK and are the number one largest SME practice.
Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, they have a wide network of employees and an abundance of inspiring opportunities to join one of their many offices!
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.
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 Penguin Recruitment Ltd • £35K/yr to £50K/yr
General
The client, an independent chartered Town Planning and Development Consultancy specializes in delivering sustainable and innovative solutions for a diverse range of projects across the UK, is looking for a Senior Town Planner to join the team in Glasgow.
They specialise in residential, retail, tourism, renewable energy, health & education, and rural and heritage developments, offering tailored advice and practical solutions.