Junior Ifa, National Firm

IFA Administrator£22,000 to £26,000 plus benefitsIFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning.- servicing existing business- liaison with Providers- valuations amd...

IFA AdministratorTo £25,000 plus benefitsIFA Administrator required by this growing wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking.Supporting a Financial Planner you will be responsible for providing full administration and...

IFA SupportTo £26,000 plus benefitsIFA Support required by this wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Hybrid as the new workingmodel.Supporting a Financial Planner you will be responsible for...

IFA Administrator - Glasgow - 6 month FTCUp to £25,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Glasgow. Due to increased workload, they now require an Administrator for an initial 6 month period which will likely become a permanent position.You will work across the full range of wealth management...

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...

IFA Administrator£26,000Glasgow Monday - FridayAre you looking to move to a larger company with genuine opportunities to grow and develop your own skills and career? Looking to work with like-minded individuals, as part of a team that increases everyone's efficiency? If this sounds like you, then this could be the opportunity for you This is an opportunity...

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the True Potential system, but anything...

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent...

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent...

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator.You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely be the same. ...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator.You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely be the same. ...

IFA AdministratornCompetitive SalarynPermanentnGlasgowMeraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will...

Exciting Opportunity for a Sales Support Administrator (IFA) in GlasgowIf you're aiming to advance in the Financial Services sector and have your sights set on becoming a Paraplanner, then this role is tailor-made for you. Our client, a Financial Advisory firm with a focus on providing comprehensive advice to affluent individuals, is based in Glasgow and is...

My client is a well known national IFA practice with a large team of advisers in Scotland.We are looking for a Scottish IFA Sales Manager to lead a team of advisers and to be responsible for and take ownership of the revenue target for the team.You will provide advisers with the support, direction, motivation coaching, mentoring and guidance to achieve...

My client is a well known national IFA practice with a large team of advisers in Scotland.We are looking for a Scottish IFA Sales Manager to lead a team of advisers and to be responsible for and take ownership of the revenue target for the team.You will provide advisers with the support, direction, motivation coaching, mentoring and guidance to achieve...

Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business.This is a fantastic opportunity to join a talented team and work with likeminded professionals who are committed to their...

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service.During a period of growth, our client is looking for someone to provide high quality technical administration and analytical...

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service.During a period of growth, our client is looking for someone to provide high quality technical administration and analytical...

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting growth strategy.This is an exciting time to join this business who have a great working culture and are advocates for progression in line with business requirements. To ensure the business stays at the leading edge, they continually encourage...