IFA Admin/Trainee Paraplanner

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

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 are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

Trainee ParaplannerTo £26,000 plus benefits and full exam supportTrainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.Paraplanner duties will revolve around the report writing which will be template driven and bespoke...

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 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...

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 have 5 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...

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. ...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial...

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...

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...