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.
Manage your own portfolio and assist in the running of your section and have an input to workflow planning.
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!
They are a top ten accountancy firm in the UK and are the number one largest SME practice.
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.