- Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.
- Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.
- Conduct financial analysis and research to identify suitable investment opportunities and products.
- Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions.
- Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.
- Stay up-to-date with financial industry trends, regulations, and best practices.
- Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role.
- Strong knowledge of investment products, financial markets, and financial planning strategies.
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Financial Adviser
1 week ago
Lloyd & Whyte Group Limited Glasgow, United Kingdom_**Please note that this role will involve travel and cover Glasgow, Edinburgh and the English borders**_ · **Salary**:£45, £70,000.00 plus bonus potential · **Benefits Package**: · - 28 Days holiday + UK Bank Holidays · - Paid day off on your birthday · - Enhanced Parental Leave ...
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Financial Adviser
1 hour ago
Recruit UK Glasgow, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial Services · **Location**: Glasgow · **Salary**: Up to £80,000 · **Reference Number**: 8882 · Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established Financial Advice Firm in Gla ...
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Independent Financial Adviser
6 days ago
Recruit UK Glasgow, United Kingdom**Looking for an employed Financial Advisor position where you can service existing high net worth clients with full admin support?** · Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company in Glasgow. Th ...
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Financial Adviser
1 week ago
Premier Jobs UK Limited Paisley, United Kingdom Full timeAre you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ind ...
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Financial Adviser
1 week ago
Truestar Talent Ltd Scotland, United KingdomAre you in a bancassurance role, frustrated with not fully utilising your knowledge or skills by providing limited advise. · Would you prefer to be independent, and be able to provide a service to your clients that covers all their financial needs. · The transition can be easier ...
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Financial Adviser
1 week ago
Eden Scott Glasgow, United KingdomA multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the mar ...
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Financial Adviser
1 week ago
Eden Scott Glasgow, United KingdomEden Scott are working in partnership with our client, based in central Glasgow in their search for a highly client focussed and ambitious Financial Adviser to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are lo ...
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Financial Adviser
1 week ago
Eden Scott Glasgow, United KingdomA leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium te ...
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Financial Adviser
1 week ago
Eden Scott Glasgow, United KingdomA multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare oppor ...
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Financial Adviser
1 week ago
Idex Consulting Glasgow, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-offic ...
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Financial Adviser to Manage Existing Client Bank
2 weeks ago
Financial Divisions Glasgow, United KingdomThis highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are lookingfor an additional Fina ...
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Financial Adviser
2 weeks ago
AMG Search Glasgow, United KingdomMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group. · * As a Financial Planner you will be joining an ambitious and fast growing business. · * You will be a Financial Planner with your ...
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Independent Financial Adviser
1 week ago
CFP JOBS Glasgow, United Kingdom Full timeIndependent Financial Adviser - Glasgow and other locations in Scotland · Our client is looking for like-minded financial advisers to join them. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. · In ...
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Independent Financial Adviser
5 days ago
IDEX Consulting Glasgow, United Kingdom £100,000 - £150,000Financial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Roles across Scotland · Clients + Leads Provided · An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advi ...
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Independent Financial Adviser
2 weeks ago
Idex Glasgow, United KingdomFinancial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Roles across Scotland · Clients + Leads Provided · An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor ...
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Independent Financial Adviser
3 weeks ago
IDEX Consulting Ltd Glasgow, United KingdomIdex 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 advoca ...
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Financial Service Adviser
1 hour ago
eFinancialCareers Dunblane, United KingdomAs a Financial Services Adviser, you will be responsible for providing an excellent ongoing advisory service to clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire businessfor the group. This exciti ...
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HNW Chartered Financial Adviser
1 week ago
Idex Consulting Glasgow, United Kingdom Permanent, Full timeThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · You will be able to manage an existing book of clients while also developing further business. · To ensure that the successf ...
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HNW Chartered Financial Adviser
6 days ago
Idex Consulting Glasgow, United Kingdom Full timeThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful ind ...
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Experienced Independent Financial Adviser
1 week ago
IDEX Consulting Glasgow, United KingdomFinancial Advisor | Independent Financial Advisor · £An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor's across the UK. · A leading provider of financial educatio ...
Financial Adviser - Glasgow, United Kingdom - Risk Free Recruitment Ltd
Description
Financial AdvisorPosition Type:
Full-time - Employed
Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch
Financial Advisory Services:
Adhere to industry regulations, compliance policies, and ethical standards.