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Senior Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid working Due to continued growth, our client is seeking a Glasgow-based senior financial planner to assist with developing its award-winning wealth offering further and inherit a client portfolio. Extremely client-focused, this well-established, secure and effectively run wealth manager offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software. The client portfolio you will inherit is made up of high net worth individuals and families and you will be fully supported by an experienced and locally based admin and technical support function. Career progression is second to none with the opportunity of future equity share holding. Key responsibilities • Offer holistic financial planning to prospective and existing clients;, • Work with professional introducers;, • Provide private client advice on pensions, protection, bonds and trusts;, • Proactively keep up-to-date with new developments in the tax, legal and planning world;, • In-depth reviews of clients' financial circumstances, current provision and future aims;, • Complete risk analysis and design financial strategies. The successful candidate • Chartered or Diploma qualified Financial Planner with over six years’ experience providing holistic advice to high net worth clients;, • Inherently client focused with a well developed network;, • Technically gifted with excellent analytical skills;, • Professional with high levels of integrity;, • Superb communication and interpersonal skills with an engaging personality. Please apply below or contact Scott Caldwell for further information – confidentiality assured. Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.

Eden Scott's Client is seeking a highly organised and detail-focused Client Account Manager to join a growing Financial Services Administration team based in Glasgow. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys supporting advisers and paraplanners in delivering an exceptional service. As a Client Account Manager, you will play a key part in ensuring a smooth and professional experience for clients. You’ll be responsible for managing client communications, processing financial documentation, and supporting the advice process from start to finish. You’ll build strong working relationships with advisers, paraplanners, and product providers, ensuring all administration is completed accurately, efficiently, and in line with compliance standards. Key Responsibilities • Manage client communications, respond to queries, and schedule adviser meetings, • Process new business applications, fund switches, withdrawals, and other client instructions, • Maintain accurate client records and ensure documentation meets compliance requirements, • Liaise with product providers to obtain valuations and policy information, • Support advisers and paraplanners with all administrative aspects of client accounts, • Log and document all client interactions appropriately, • Assist with onboarding new clients, including preparing welcome packs and carrying out compliance checks, • Monitor workflow to ensure all tasks are completed within agreed service levels, • Contribute ideas to improve administrative processes and enhance client service Skills & Experience • Minimum 2 years’ experience in financial services administration or a client servicing role, • Strong understanding of pensions, investments, and protection products, • Excellent communication and interpersonal skills, • High level of accuracy and attention to detail, • Proficient in Microsoft Office and CRM systems Desirable: • Experience with Intelligent Office, Selectapension, Fincalc, or FE Analytics, • Knowledge of FCA regulations and compliance processes, • Working towards or interested in pursuing industry qualifications (e.g., CII Certificate/Diploma) If you are interested in this role please contact Karen Kerr or email or call Karen on 0131 5501129 Please only apply if you are based in Scotland and can travel to Glasgow this role does not allow for sponsorship This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.

Eden Scott's Client is seeking a highly organised and detail-focused Client Account Manager to join a growing Financial Services Administration team based in Glasgow. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys supporting advisers and paraplanners in delivering an exceptional service. As a Client Account Manager, you will play a key part in ensuring a smooth and professional experience for clients. You’ll be responsible for managing client communications, processing financial documentation, and supporting the advice process from start to finish. You’ll build strong working relationships with advisers, paraplanners, and product providers, ensuring all administration is completed accurately, efficiently, and in line with compliance standards. Key Responsibilities • Manage client communications, respond to queries, and schedule adviser meetings, • Process new business applications, fund switches, withdrawals, and other client instructions, • Maintain accurate client records and ensure documentation meets compliance requirements, • Liaise with product providers to obtain valuations and policy information, • Support advisers and paraplanners with all administrative aspects of client accounts, • Log and document all client interactions appropriately, • Assist with onboarding new clients, including preparing welcome packs and carrying out compliance checks, • Monitor workflow to ensure all tasks are completed within agreed service levels, • Contribute ideas to improve administrative processes and enhance client service Skills & Experience • Minimum 2 years’ experience in financial services administration or a client servicing role, • Strong understanding of pensions, investments, and protection products, • Excellent communication and interpersonal skills, • High level of accuracy and attention to detail, • Proficient in Microsoft Office and CRM systems Desirable: • Experience with Intelligent Office, Selectapension, Fincalc, or FE Analytics, • Knowledge of FCA regulations and compliance processes, • Working towards or interested in pursuing industry qualifications (e.g., CII Certificate/Diploma) If you are interested in this role please contact Karen Kerr or email or call Karen on 0131 5501129 Please only apply if you are based in Scotland and can travel to Glasgow this role does not allow for sponsorship This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.

Due to further growth an award winning pensions consultancy have a new job working from their Glasgow office but provide flexible and hybrid working along with outstanding employee benefits. They are recruiting for a Pensions manager with experience in DB to work at the forefront of the team. This job being available is due to new business wins and the successful applicant will be in a role in charge of a number of DB pension administrators and seniors, providing guidance and coaching and delegating workloads accordingly. Additionally if you wish you could be involved with managing highly important projects for the team. Previous technical defined benefit pensions experience is essential, in addition to experience in client management within pensions. Professional qualifications such as PMI are highly desirable to ensure these projects are overseen in a compliant manner. Technical knowledge of cradle to grave pensions administration is required, either worked as a team leader or manager with a thorough understanding of scheme rules and current legislation. The position is working would offer someone with in depth knowledge of the defined benefit market and their qualifications to take full ownership and play a significant part in the success of the team. An excellent basic salary is on offer for the successful candidate, plus a fantastic benefits package. You will be joining a growing company, with long term opportunities in successful, close knit team in Glasgow but part of a national set up. If this opportunity is of interest to you and you have the DB or final salary pensions experience then please get in touch to Alison Curran on by submitting your cv for review for a confidential discussion about this and other roles also available within the market.

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals. The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services. The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team. Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations. This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.

Job Purpose The Finance Officer is responsible for implementing and maintaining robust financial systems and procedures that support the Project Manager and staff team. The role ensures that all staff meet their budgetary and financial management responsibilities, safeguarding the accuracy, compliance, and integrity of the organisation’s financial activities and records. As the organisation expands its trading and income-generation activities, the Finance Officer will play a key role in supporting the transition towards reduced reliance on grant funding. The organisation works with approximately 50 funders annually, managing multiple budgets with varying timescales, reporting requirements, and deadlines. Main Duties 1. Financial and Management Accounting • Undertake the day-to-day input of transactions onto the accounting system and the maintenance of financial records including the inputting to Sage and completion of postings to meet the month end timetable. Oversee the banking schedules of cash/cheques received., • Ensure that all nominal ledger control accounts are reconciled monthly, followup and investigate any queries or differences and authorise any resulting journal entries., • Prepare monthly management accounts / financial management information for review by the Project Manager. This includes comparing budget with actual and reporting on any differences., • To approve monthly petty cash reconciliations prepared by the Administrative Assistant., • Preparation of quarterly VAT returns and supporting schedules for HMRC., • Maintain and update the fixed assets register and oversee update of asset/equipment register for insurance purposes. Calculate and record depreciation., • Prepare statutory accounts and audit schedules in conjunction with the Treasurer and Project Manager; liaise with the auditors during the annual audit as required., • Issue sales invoices as and when required. 2. Financial Systems & Information • Contribute to the continuous process of reviewing and updating financial systems and procedures and providing an internal audit function., • Create and maintaining an up-to-date financial procedures manual and assist with policy review., • Liaise with, and provide financial information, to the Board of Directors, Finance Sub-Committee, Treasurer and the Project Manager., • Keep abreast of current legislation on charity accounting and VAT 3. Payroll • To lead on payroll administration by ensuring sufficient funds are transferred timeously, and reporting changes to GCVS Payroll Provider including new starts, leavers, salary or hours changes, and sessional/overtime hours worked., • To lead on pension administration including maintaining the NEST pension scheme, keeping records on deposits, new starts, leavers, salary and pensions due for each month, and ensuring payments are made timeously, • Archiving finance files post annual inspection., • To assist with monitoring of sickness and holidays, • To assist keeping accurate records of all staff annual leave., • To ensure records and reports on occupational sickness pay are maintained.and that staff are not overpaid. 4. Support to Staff Team • Assist team members in setting up and maintaining systems to meet their financial responsibilities and compliance with the accounting and reporting requirements of funders. Provide support, advice and information as required., • Assist team with preparing and monitoring their annual budgets. Ensure that revisions to the budget are put in place., • Review monthly management accounts and projections to year end with the Senior Staff and ascertain reasons for variances; and make amendments as required. 5. Funds & Cash Management • Monitor bank balances in conjunction with the Project Manager ensuring that cash levels are maintained to meet payments as they are released., • Check and release authorised payments to suppliers, staff and volunteers., • Assist with the preparation and monitoring of the monthly cash flow forecast. 6. Budgeting and Project Planning • Assist team in preparing budgets for funding applications and project proposals. Assist in maintaining the Funding spreadsheet., • Meet with staff team to review cost centres and account codes required to meet the reporting requirements of all new grants., • Prepare grant claims and financial reports to funders, in conjunction with Project Manager and/or other relevant staff, ensuring that progress reports reflect outputs in line with project plan and expenditure to date., • In liaison with Project Manager, ensure that claims and reports are submitted according to the deadlines set by funders. Correspond with funders to address any queries that arise., • Ensure that the grants ledger is kept up to date and reconciled with the nominal ledger., • Ascertain the payment schedules for all grants receivable and update the cash flow forecast., • Regularly review the grants ledger to ensure that grant instalments are received in accordance with the terms of all grants and liaise with funders to chase up outstanding grants / alert Project Manager., • Prepare audit schedules and grant expenditure statements and liaise with the auditors during grant audits., • Prepare annual budget projections, cashflows and update on a regular basis. 7. Team Working / Other • Work co-operatively with other members of NGCFI’s team to deliver agreed objectives, including supporting volunteers relevant to role, which can include vulnerable adults., • Attend and participate in meetings, including Finance Sub Committee, Board meetings if requested and staff meetings as required., • Attend relevant meetings and provide regular briefings and work reports to the Project Manager and be administratively self-servicing., • Attend training as necessary in order to meet changing needs, new technology developments and service requirements., • Positively represent and promote NGCFI as an organisation to external agencies., • Ensure that the NGCFI’s Financial, Equal Opportunities, health and safety, and other policies and procedures are followed through in practice., • To ensure confidentiality on all appropriate matters, and recognize that any breach of this confidentiality will be treated seriously. Deadline Wednesday 15th April Interviews 28th April 2026 Job to start on 1st June 2026.

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