All jobs near Glasgow in the Financial Services sector

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted about 16 hours 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
• £40000 - £45000 per annum + benefits package
• Posted 14 days ago

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools. Report Preparation - Draft comprehens...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 28 days ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 28 days 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
• 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
• £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
• £48000.00 - £53000.00 per annum
• Posted about 1 month ago

Senior Paraplanner, mostly remote (but must be in central belt of Scotland) A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you wil...

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting are looking for a very experienced Technical Senior Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a...

• Glasgow
• £48000.00 - £55000.00 per annum + Excellent benefits package
• Posted about 1 month ago

Senior Paraplanner, City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche ...

• Glasgow
• £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
• Posted about 2 months ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities? Why Join Career Growth:Structured development programmes, funded qualifications (CII/CISI), and...

• Glasgow
• £70000 - £80000 per annum
• Posted about 2 months ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting 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 person...

• Glasgow
• £50000 - £55000 per annum
• Posted 2 months ago

IDEX is delighted to be working closely with a prestigious Pensions and employee benefits group on a number of hires across a range of levels. Due to continued growth and recent success, this national firm is looking to build out their highly talented team. As a Client Director / Senior Client Di...

• Glasgow
• £70000.00 - £90000.00 per annum + Excellent benefits package
• Posted 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
• £40000 - £45000 per annum
• Posted 2 months 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
• £40000 - £50000 per annum
• Posted 2 months ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Glasgow
• £35000 - £45000 per annum + Excellent benefits package
• Posted 3 months 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 dealing wi...

• Glasgow
• £25000 - £35000 per annum
• Posted 3 months ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 1...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 3 months ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...