All jobs near Glasgow City in the Financial Services sector

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted 1 day 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 3 days 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 3 days 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 4 days 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 4 days 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
• £29000 - £32000 per annum
• Posted 15 days ago

Idex consulting are searching for a new and exciting position for an admin support for a Business Development Manager within a Pensions firm. The role will be varied and will include the following: Proactively booking appointments to fill the BDM's diary. Managing the sales pipeline and preparing...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted 18 days ago

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Pl...

• Glasgow
• £60000 - £70000 per annum
• Posted 19 days 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 23 days 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 about 1 month 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 about 1 month 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 about 1 month 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...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...

• Glasgow
• Up to £40000 per annum
• Posted about 1 month ago

As a Senior Pensions Administrator, you'll manage and maintain all administration aspects of Defined Benefit (DB) and Defined Contribution (DC) pension schemes on behalf of scheme trustees. Acting as the main contact for members, trustees, and third parties, you'll ensure that all transactions an...

• Glasgow
• £65000.00 - £75000.00 per annum + Excellent benefits package
• Posted about 2 months ago

A unique opportunity has arisen within this well known IFA practice in the centre of Glasgow We are looking for a senior planner to take over a retiring advisers clients and to help grow the business. The role will involve: Providing financial planning advice to a wide range of clients. Assisting...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted about 2 months ago

Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annu...

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted about 2 months ago

IDEX Consulting is partnered with a highly reputable, independent pension consultancy with key operation presence in Glasgow, Belfast and Manchester. This firm boast a brilliant staff retention rate with a proper family feel culture. You will manage a portfolio of Defined Benefit schemes, respons...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...

• Glasgow
• Negotiable
• Posted 2 months 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
• £32000 - £38000 per annum + Bonus
• Posted 2 months 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...