All jobs near Glasgow in the Financial Services sector

• Glasgow
• Negotiable
• Posted about 17 hours ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted about 18 hours ago

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be handling a...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted about 18 hours ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office ...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted about 18 hours ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. This is...

• Glasgow
• £32000 - £35000 per annum
• Posted 1 day ago

Idex Consulting have a new opportunity for an IFA Administrator to join a new, modern IFA Practice in Glasgow City Centre. Probably the most flexible administration role we have ever advertised, this firm are very open to working patterns and home working any time. You will be part of a brilliant...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 22 days ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 22 days ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Glasgow
• £40000 - £45000 per annum
• Posted 22 days ago

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month). The role operates within a fast paced enviro...

• Glasgow
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted 22 days ago

Financial Advisor - Home-Based | Award-Winning National Firm - Scotland An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. Th...

• Glasgow
• £70000 - £90000 per annum + Excellent benefits package
• Posted 22 days ago

A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flex...

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted about 1 month ago

Glasgow Salary £80,000 - £100,000 plus bonus 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 ne...

• Glasgow
• £27000 - £29000 per annum
• Posted about 1 month ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Glasgow
• £100000 - £110000 per annum + benefits package
• Posted about 1 month ago

About the Firm We're proud to be representing one of the UK's most respected professional services groups a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial plannin...

• Glasgow
• £27000 - £28000 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Glasgow
• £28000 - £50000 per annum + benefits package
• Posted about 1 month ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research o...

• Glasgow
• £60000 - £70000 per annum
• Posted about 2 months ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, ...

• Glasgow
• £80000 - £110000 per annum + Bonus
• Posted about 2 months ago

A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, d...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 2 months ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted 2 months ago

Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of p...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 2 months ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...