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 currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Glasgow office.
Financial Planning Administrator - Glasgow, hybrid - up to £28K plus excellent company benefits including 13% Pension & 40 days holiday
Our client are a highly reputable Financial Planning organisation with offices across the UK.
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.
Posted by Focus Search and Selection • £55K/yr to £80K/yr
About Our Client: Are you a Chartered Financial Advisor looking to elevate your career?
Our client, a prestigious and forward-thinking firm, is seeking a dedicated and skilled financial advisor to join their exceptional team.
With a commitment to excellence and a focus on building even stronger client relationships, this is an opportunity to be part of a dynamic and thriving environment.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.