associate financial planner jobs in Glasgow

A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate. Essential...

A fantastic opportunity has arisen for a number Financial Planner's 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 flexible and confident to provide their input. Being able to work collaboratively in a team...

You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

You will also provide expertise and leadership for significant investigations involving AML/CTF, sanctions and ABC alongside leading policy efforts for AML/CTF, sanctions and ABC issues.

You will also provide expertise and leadership for significant investigations involving AML/CTF, sanctions and ABC alongside leading policy efforts for AML/CTF, sanctions and ABC issues.

You will ensure compliance with applicable financial crime laws and regulations, and manage legal and reputational risks associated with its activities.

You will build strong relationships, conduct thorough financial reviews, and stay informed about market trends. The ideal candidate has over 5 years of experience and relevant qualifications. This role offers a competitive salary, professional development opportunities, and a healthy work-life balance.

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a senior Planner to build and maintain...

What if you could do the kind of work the world needs? At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best work of your life. You can embrace your curiosity in a culture that celebrates new ideas and diverse perspectives. You can experience a world of opportunity and the chance to shape a career as unique as...

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a senior Planner to build and maintain strong client...

Associate/Senior Associate Planner We are searching for an experienced Associate/Senior Associate Planner at our Edinburgh - Atholl Exchange facility. Primary Duties and Responsibilities: RPS is looking for an Associate/Senior Associate Planner to join our Planning team to be based in either our Belfast, Glasgow or Edinburgh office. Working alongside a range of multi-disciplinary services,...

You will also support Partners and Directors in growing the client base, developing proposals, and deepening relationships with existing clients. Key responsibilities include: - Managing a large portfolio of Real Assets clients, delegating across onshore and offshore teams - Advising on the impact of new legislation on Real Assets investors

You will be scheduled for a range of shifts during our operating hours: Our current operating hours are Monday to Thursday from 08:00 to 19:00, Friday from 08:00 to 18:00 and Saturdays from 08:00 to 14:00. Shift patterns and rotations will vary depending on the campaign you are assigned to.

You will handle daily operational duties, ensuring compliance and accuracy while maintaining high service levels. Strong interpersonal skills and a knowledge of Microsoft Office are essential. This role includes a competitive salary, private medical insurance, and a hybrid working model.

You will be tasked with taking on a diverse range of financial services litigation matters, taking ownership of top-quality clients and supporting them by providing in-depth advice and legal expertise.

You will work with premier lenders, investment companies, building societies and the full range of banking institutions: clearing, international, challenger and digital banks.

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle‐market businesses thrive. We are a fast-growing firm with big ambitions – we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are...

Global Financial Crimes (GFC): Client Risk Professional, Associate - Glasgow We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Risk Professional. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is an Associate level...

A global consulting firm is seeking an Associate Director for their Glasgow office. The ideal candidate will lead accounting and financial reporting services while actively driving business development. They should be a fully qualified accountant with robust experience in UK GAAP reporting and project management. This role also includes coaching junior staff and fostering a premium service...

Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area. For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work. You'll be closely aligned to their ethics and...

Job description 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 flexible and confident to provide their input. Being able to work collaboratively in a...

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and...