Client Adviser jobs in Scotland

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...

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...

Senior IFA Administrator Permanent Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records Conduct research and gather data on investment products,...

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations...

Part-Time HR Advisor Edinburgh - with required travel to Aberdeen Are you looking for a part-time role in Human Resources? We are seeking a Regional HR Advisor to provide an outstanding HR service to an internal client group in Scotland. The role will be based in our Edinburgh office with travel to Aberdeen too. You'll work closely with managers to provide generalist HR support across the full...

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...

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 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...

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...

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,...

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...

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...

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...

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,...