IFA Admin

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them.The role will include:Prepare suitability reportsUsing...

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directorsPrepare suitability reportsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual...

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors - Prepare suitability reports - Obtain quotes, illustrations, product information and appropriate paperwork -...

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

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...

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 clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and...

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 clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and...

My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the...

My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a number of...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme.You will be part of a busy team providing support a number of financial...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme.You will be part of a busy team providing support a number of financial...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a number of...

My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the...

My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the...