All jobs near Glasgow in the Financial Services sector

• Glasgow
• £30000 - £40000 per annum + Excellent benefits package
• Posted 5 days ago

Join a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of paraplanning. Key Responsibilities: Preparation and upkeep of client files and ...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 7 days 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
• £35000.00 - £45000.00 per annum + flexible working
• Posted 7 days ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role ...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 12 days 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 12 days 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 18 days 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
• £32000.00 - £40000.00 per annum + Bonus
• Posted 18 days ago

Do you have your Diploma in Financial services (level 4) and want to become an independent financial adviser? I have a position available for an enthusiastic qualified individual who will be mentored to get your CAS status with a large independent practice in the heart of Glasgow. As well as your...

• Glasgow
• £30000.00 - £35000.00 per annum + Excellent benefits package
• Posted 18 days ago

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 18 days 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 22 days 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 28 days 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 about 1 month 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 about 1 month 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
• £26000 - £30000 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
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted about 1 month 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
• £70000.00 - £100000.00 per annum + FLEXIBLE WORKING AND SHARES
• Posted about 1 month ago

Are you an employed IFA looking to be more in charge of your own destiny? Do you want to move your clients to a progressive firm who will give you all the back office support you need and shares from the outset? Do you want the ability to work when you want and where you want all the time? (This ...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted about 1 month 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
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted about 2 months 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 about 2 months 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
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 2 months 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,...