Client Adviser jobs in Scotland

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...

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...

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...

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 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 leading financial advisory practice in East Kilbride is seeking a Financial Adviser to deliver high-quality financial planning. This role offers a warm pipeline of clients, hybrid working, and exceptional earnings potential through a transparent commission scheme. Candidates should be diploma qualified and experienced in regulated financial planning, with strong relationship-building skills. An...

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.

A financial services company in Aberdeen is seeking a part-time Wealth Adviser who prioritizes client relationships over high-volume sales. This role supports qualified financial advisers wanting flexible hours, offering training and admin support, as well as the opportunity to manage a growing client base. Ideal candidates will have a background in regulated financial advice and ethical...

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...

Job Description Private Client Tax Senior Manager - Regional Accountancy FirmGlasgow£70,000 - £85,000 + Bonus + Hybrid Working + Excellent BenefitsDo you want to advise some of the North's most successful entrepreneurs, business owners, and high-net-worth individuals?Do you enjoy leading complex advisory projects and developing high-performing teams?Are you ready to take the next step towards...

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

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...

You will inherit a strong client base while cultivating your own business within a prestigious and supportive environment. The position offers competitive salary, bonuses, and career advancement opportunities.

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...

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 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...

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,...

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)