55 Financial Adviser Client Jobs in Scotland
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IFA (Servicing) Idex Consulting - Dundee, United Kingdom An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio. This is a salaried position and a full bonus package... £60000 - £80000/annum excellent benefits 7 days ago
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Financial adviser - clients available Scotland, United Kingdom In the role due to their approach to clients you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow the client... More than 30 days ago
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Chartered Financial Adviser - clients available City of Edinburgh, Scotland, United Kingdom Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional... More than 30 days ago
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Paraplanner Eden Scott - Glasgow, United Kingdom Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum... 6 days ago
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Chartered Financial Adviser - clients available Glasgow, Scotland, United Kingdom Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional... More than 30 days ago
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Financial Advisor Administrator City of Edinburgh, Scotland, United Kingdom In return, our client offer the opportunity to be part of a friendly team of professionals offering flexible working where the successful candidate shall have the option to continue to work from home a... 2 days ago
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Financial Advisor Administrative Assistant Eden Scott - Dunfermline, United Kingdom Ensure the customer journey is seamless for both existing clients and new clients. New client on-boarding from initial contact until funds are invested. Maintain a good knowledge of financial products... 20 days ago
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Wealth Management Administrator Glasgow, Scotland, United Kingdom Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection... 2 days ago
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Financial Services Administrator City of Edinburgh, Scotland, United Kingdom Provide Financial Planning administrative support to Directors and Financial Advisors by assisting with client onboarding, documentation, and account maintenance. Help to book meetings for advisers and... 2 days ago
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Paraplanner Close Brothers Group - Glasgow As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA certification function(s) that you perform, and ensure... 6 days ago
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