Wealth management advisor Work, Jobs in Scotland (with Salaries)

CFO Advisor
AAB —Aberdeen
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
10d
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
- Tax experience
Audit Advisor
AAB —Glasgow
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
2d
H&S Advisor / H&S Manager
AmcoGiffen —Cumbernauld
- £35,000 - £75,000 a year
- Weekend availability
- Civil engineering
- Driving
- Communication skills
- Life insurance
Quick apply
Asset & Wealth Management - IPB Head of Client Services - EMEA - Managing Director
JPMorganChase —Edinburgh
- Full-time
- Bachelor's degree
- Machine learning
- AI
Portfolio Data Analyst
Addepar —Edinburgh
- Data analysis skills
- SQL
- Project management
Quick apply
Global Accounting Manager
FNZ —Edinburgh
- Full-time
- Analysis skills
- Accounting
AI Engineer
Barclays —Glasgow
- AWS
- Machine learning
- Continuous improvement
5d
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Data analysis skills
- Analysis skills
Senior Risk Manager
Nucleus Financial Group —Edinburgh
- IT
- Annual leave
Front Office Trading Engineer
JPMorganChase —Glasgow
- Full-time
- Java
- Financial services
11d
Asset Management Data Marketplace - Product Senior Associate
JPMorganChase —Glasgow
- Full-time
- Product management
- AI
4d
Insurance & Asset Wealth Management - Senior Manager
Pwc UK —Edinburgh
- Full-time
- Hybrid work
Account Manager - UK Adviser Sales Business Development (Edinburgh based)
BlackRock Investments —Edinburgh
- Hybrid work
- Sales
- Bachelor's degree
- No degree
- Work from home
Digital & Data Transformation - Product Manager - Associate
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Product management
- Agile
Applied AI ML Lead- Agentic AI & Python
JPMorganChase —Glasgow
- Full-time
- Computer Science
- System design
- Master's degree
8d
Senior Software Engineer - Calculations
Addepar —Edinburgh
- Java
- C++
- APIs
Quick apply
10d
Director of Software Engineering - Executive Director
JPMorganChase —Glasgow
- Full-time
- System design
- AWS
- Analysis skills

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CFO Advisor

AAB -
Aberdeen

Apply Now

Job details

Permanent
10 days ago

Benefits

Annual leave
Company pension
Employee assistance programme
Private medical insurance
Paid volunteer time
Flexible schedule

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Organisational skills
Communication skills

Full job description

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITTMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities:

Provide a full range of accountancy services to a portfolio of clients, such as:

Preparation of management reports
Statutory reporting and review
Building client relationships
Audit liaison
Cashflow and forecast modelling
Be a key part one-off projects at the request of the client.
Attend client meetings when appropriate to develop and strengthen client relations and gain exposure to client interactions
Demonstrate knowledge and understanding of the services offered by the department and the wider firm, and identify areas where the firm could assist clients

Experience & qualifications

ICAS/ACCA Qualified or finalist
Excellent organisational skills
Strong communication skills – both written and oral
Attention to detail
Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages
Problem solving skills

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

Annual leave (plus public holidays), with the option to buy or carry over leave
Enhanced parental leave (maternity, paternity, adoption)
Paid volunteering day to support causes that matter to you

Health & Wellbeing

Private Medical Insurance (PMI) for you and the option to cover family members
Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
Death in Service benefit

Financial Security

Competitive pension scheme
Life assurance policies to support you and your family

Flexible & Agile Working

Hybrid working model
Agile working culture that supports flexible hours and smarter working
Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

About AAB

Apply Now

Refine Your Search

wealth management advisor jobs in scotland

CFO Advisor

RBC Brewin Dolphin – Wealth Paraplanner

Audit Advisor

H&S Advisor / H&S Manager

Asset & Wealth Management - IPB Head of Client Services - EMEA - Managing Director

Portfolio Data Analyst

Global Accounting Manager

AI Engineer

Customer Service Brokerage Support

Senior Risk Manager

Front Office Trading Engineer

Asset Management Data Marketplace - Product Senior Associate

Insurance & Asset Wealth Management - Senior Manager

Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Digital & Data Transformation - Product Manager - Associate

Applied AI ML Lead- Agentic AI & Python

Senior Software Engineer - Calculations

Director of Software Engineering - Executive Director

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Description

ROLE PURPOSE

Experience & qualifications

WHAT AAB OFFER

About AAB

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