Wealth Advisor jobs in Glasgow

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

You will have the opportunity to work across sector, whilst having the scope to shape your career towards a specific capability set or sector as you develop within our organisation.

You will be working alongside some of the industries leading process experts, with a wealth of experience in Lean, Six Sigma, Process design and transformation, Process Mining, and Intelligent Automation technologies.

Location: Glasgow, with access to a local regional hub. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What's on offer at Ascot Lloyd? - Career Accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work...

Independent Financial Adviser - Trainee/Junior/Senior - Client Bank ProvidedAre you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with a leading Independent Financial Adviser who is growing...

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 BDO's Corporate Tax practice sits at the heart of our Tax...

Job description Business Development Manager (Financial Services Sector) Role Overview The Business Development Manager will be responsible for driving utilisation and dependence upon our firm as the go-to place for all things Microsoft at KPMG. Acting as a trusted advisor, the BDM will support member firms in shaping strategic approaches that meet their clients’ business and technology...

You will lead a team of skilled insight, data and analysis experts, and define and lead an insight & data strategy which can both support and lead our business thinking, championing the voice of the consumer, shopper and customer in the business, looking at future trends, and bringing the outside in.

Client Delivery Lead (Financial Services Administrator) 12 Month Fixed Term Contract - December start Hybrid working - Home + Glasgow office We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Job description My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient mannerRegularly participate in team...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice...

The Wealth Management Controls Technology group is looking for a Python Lead Software Engineer to work on a new program using cutting-edge technology. As a Lead Software Engineer at JPMorgan Chase within the Wealth Management Controls Technology organization, you will be an experienced member of an agile team, tasked with designing and delivering reliable, market-leading technology products that...

You will have dedicated support from our Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex advice to your customers.

You will have autonomy to use your expertise to determine what advice and products are best for your customer

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead...

Responsibilities : Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows Data analysis, including data collection, synthesis, and translation of results into concrete actionable solutions Identify gaps between applicable requirements and current procedures/controls and participate in driving resolution of...

Job description Business Development Manager (Financial Services Sector) Role Overview The Business Development Manager will be responsible for driving utilisation and dependence upon our firm as the go-to place for all things Microsoft at KPMG. Acting as a trusted advisor, the BDM will support member firms in shaping strategic approaches that meet their clients’ business and technology...