Client Adviser jobs in Scotland

Job Description Mortgage Broker Property Investment Company £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 mortgage applications end to end. This role would suit an adviser who enjoys working closely withproperty investors,...

Mortgage Broker Property Investment Company £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 mortgage applications end to end. This role would suit an adviser who enjoys working closely withproperty investors, managing cases end-to-end,...

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...

Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...

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...

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 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 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 manage your own caseload, ensure accurate case recording and work in line with CARF's policies, procedures and quality standards.

You will be expected to keep your skills, knowledge and experience up to date across key areas of advice to ensure clients receive the highest possible standard of service.

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.

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...

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...

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...

Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...

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,...

Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...

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...

A highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. They've had a strong year and have plans to continue to add to their team. In the role due to their approach to clients you would be servicing, retaining and developing relationships through a genuine care for...

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)