Investment product manager jobs in Aberdeen

 ...Type: Permanent Insurance Account Manager (Corporate Insurance Broking) Ready for a new challenge ? If you’re seeking a Corporate...  ...aligned with agreed client service tools. Identify and introduc e products and services to meet client needs. Build strong client... 

 ...course of the first year you will then be given clients to manage whilst still maintaining some paraplanning duties You will...  ...Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key... 

 ...The time commitment of a trustee varies from role to role. As a minimum, all trustees are expected attend between six and ten unit management meetings per year, meeting on a weekday evening. This can be remote attendance and most other work, emails, correspondence, reports... 

 ...over the next 3 years. We have an exciting opportunity for a Risk Manager to join our busy and expanding Natural Resources and New...  ...understanding of the project’s remaining risk exposure. The production of timely and efficient risk reporting using tools such as Microsoft... 

 ...Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent...  ...– valuations and quotes collating of data database management liaison with external parties analysis work new business... 

 ...a fee basis. Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, Cashflow Modelling, IHT, other Tax and Retirement Planning, working with a varied client portfolio including business owners,... 

 ...implementations along with the interfacing and integration of Dynamics 365 products to the wider Microsoft platform. The Dynamics FO Consultant...  ...Accounts receivable Accounts payable Cash and bank management Budgeting Project management and accounting Fixed... 

 ...This company engages in the exploration production transportation and sale of crude oil and...  ...strategic decisions. Evaluating potential investment opportunities to maximize returns....  ...dynamic presentations. Diligently managing budgets and maintaining precise expense... 

 ...IFA Administrator, so that client expectations are appropriately managed Ensure that potential service delivery failures are brought...  ..., or understanding and a willingness to work with a centralised investment proposition Proven ability to work with templated suitability... 

My client is a growing IFA practice, part of a larger network with a first class reputation throughout the Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office. The business has highly ...

 ...Paraplanners tojoin our award-winning teams. The purpose of this role is to support the Financial Planners through the efficient management and administration of client recommendations and the review process. Duties will include Preparing and maintaining client files...