Client Adviser jobs in Govan

You will have the autonomy to shape the direction and strategy of the department, supported by the firm’s extensive network and resources. Your role will involve advising high-net-worth individuals and families on the full complement of private client matters, fostering strong client relationships, and providing tailored solutions that reflect the client’s personal and financial goals.

Role: Customer Service Team ManagerLocation: Glasgow, Hybrid workingSalary: £29,500 + BenefitsHours: 35 hours per week Mon-FriContract: Full-time, PermanentAbout the RoleWe’re looking for an enthusiastic and experienced Customer Service Team Manager to join our clients growing contact centre team. This role requires previous contact centre leadership experience.In this role, you’ll be responsible...

Mortgage Broker Property Investment Company All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. £45,000 Basic Salary + Uncapped Commission Employed | Glasgow City Centre My client, a growing Scotland-based business, is seeking an experienced, CeMAP-qualified Mortgage Adviser to support investors and manage...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially- spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business...

Anderson Knight is thrilled to support our client in their search for an experienced HR Adviser to join their growing HR team within a dynamic business. This is a fantastic opportunity for someone who thrives in a generalist HR role, with responsibilities spanning across employee relations, training, policy maintenance, projects, and HR administration. Key Responsibilities: * Provide HR support...

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially- spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Servi...

A 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 opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service...

A financial advisory firm in Glasgow is seeking an experienced Financial Adviser to manage an existing book of business. The role involves building strong relationships with clients, conducting annual reviews, and generating new leads. Candidates should be personable, self-driven, and understand client goals. The company offers competitive benefits including 25 days holiday, discretionary...

Exchange Street Claims ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package. You'll join a successful team and have pathways for advancement, including earning...

A financial advisory firm seeks an Independent Financial Adviser to join their Glasgow team. This role offers a hybrid working model and the opportunity to manage an established client bank across the Greater Glasgow area. Candidates should hold a Level 4 Diploma and have at least 3 years of experience in delivering regulated advice. This position emphasizes building long-term client...

You will play a pivotal role in delivering holistic financial advice, achieving revenue targets, and building strong client relationships in a supportive environment. This position offers hybrid working, with opportunities for continuous professional development and significant career growth.

You will have the autonomy to shape the direction and strategy of the department, supported by the firm’s extensive network and resources. Your role will involve advising high-net-worth individuals and families on the full complement of private client matters, fostering strong client relationships, and providing tailored solutions that reflect the client’s personal and financial goals.

An expanding Wealth Management firm is seeking a Trainee Financial Adviser or Junior/Associate Adviser to join their team in Glasgow. This role offers a unique opportunity for a motivated, diploma-qualified individual or an experienced paraplanner to transition into Financial Advice. With a strong focus on client management and a supportive environment, candidates will have the chance to grow...

Ideas | People | Trust If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world.Our clients are Britain's economic engine - ambitious, entrepreneurially- spirited and high growth...

Anderson Knight Recruitment are delighted to be supporting a third sector organisation in the recruitment of an HR Adviser to join their team based in Glasgow. About the Organisation Our client is a values-driven third sector organisation committed to making a positive difference to individuals and communities across Scotland. People are central to everything they do, and this role will play a...

A leading financial advisory firm in Glasgow seeks an experienced Financial Adviser to manage an existing book of business. The role involves building strong client relationships, ensuring compliance with financial advice standards, and generating new leads. The ideal candidate will have excellent interpersonal skills, be proactive, and possess a strong understanding of financial planning. A...

A 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 market, who pride themselves in client service and company ethics. The vacancy is due to growth of the firm via gradual,...

You will have the autonomy to shape the direction and strategy of the department, supported by the firm’s extensive network and resources. Your role will involve advising high-net-worth individuals and families on the full complement of private client matters, fostering strong client relationships, and providing tailored solutions that reflect the client’s personal and financial goals.

You will mainly be providing support to the team of financial planners.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)

You will have the autonomy to shape the direction and strategy of the department, supported by the firm’s extensive network and resources. Your role will involve advising high-net-worth individuals and families on the full complement of private client matters, fostering strong client relationships, and providing tailored solutions that reflect the client’s personal and financial goals.