IFA Admin
3 days ago
Producing valuations and Annual Review letters to clients
Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports
Transacting new business, fund switches etc via Platform Providers
Input of new business and scanning on mail to clients via Intelligent Office
Collating information from existing platforms/providers
Providing assistance to Directors/IFAs for client meetings with Compliance PaperworkIn return you will work within an amzing team and as mentioned you will have a huge amount of growth potential if desired.
You MUST have worked within an IFA practice to be considered.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways
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IFA Admin
4 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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IFA Admin
2 days ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin
3 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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Ifa Admin
6 days ago
Glasgow, United Kingdom Idex Full timeIdex 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 -...
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Ifa Admin
1 week ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin
4 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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IFA Admin
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin
3 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin
4 days ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeIdex 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...
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IFA Admin
3 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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IFA Admin
4 days ago
Glasgow, United Kingdom Idex Consulting Full timeA 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...
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IFA Admin Glasgow
4 days ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeA 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...
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IFA Admin
4 hours ago
Glasgow, United Kingdom Idex Full timeA 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...
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Senior IFA
1 month ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeMy 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...
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Senior IFA
3 weeks ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeMy 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...
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IFA Admin, 4 opportunities available
1 month ago
Glasgow, United Kingdom IDEX Consulting Full timeIdex 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...
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IFA Admin, 4 opportunities available
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin, 4 opportunities available
3 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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IFA Admin, 4 opportunities available
1 week ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeIdex 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...
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IFA Admin, 4 opportunities available
2 days ago
Glasgow, United Kingdom Idex Full timeIdex 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...
