IFA Client bank provided

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: - Investment and portfolio construction - Cashflow planning and modelling - Pension and retirement planning - Inheritance tax and estate planning -...

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning. You will work with the business's existing...

A new opportunity has arisen to join a well established, successful IFA practice in Aberdeen to take over an existing portfolio. You will receive referrals and use existing introducers whilst creating new business development opportunities. You will manage the existing clients whilst trying to increase the portfolio. This is a salaried position and a full...

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you thrive in a fast-paced environment where attention to detail and excellent communication skills are essential? If so, we have the perfect role for you. We are recruiting on behalf of leading IFA firm based in Aberdeen, they are seeking a skilled IFA Administrator to...

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.You will work with the business's existing...

Exciting Career OpportunityA prominent chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves taking over a well-established client portfolio, providing you with a solid foundation to build upon.Key Responsibilities:Manage an existing portfolio of clients while actively seeking to expand...

Exciting Career OpportunityA prominent chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves taking over a well-established client portfolio, providing you with a solid foundation to build upon.Key Responsibilities:Manage an existing portfolio of clients while actively seeking to expand...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen.You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.Some of the duties are:Prepare suitability reportsUsing IO system and a variety of platformsObtain...

**IFA / PENSIONS ADMINISTRATOR** **LOCATION: Aberdeen** **SALARY: AROUND £26,000 - £32,000** **BENEFITS**: In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your core benefits...

Job Opportunity: Financial Adviser - Portfolio ManagerWe are seeking a qualified Financial Adviser to join our team at IDEX Consulting Ltd as a Portfolio Manager. As a key member of our team, you will be responsible for managing an existing portfolio of clients and developing new business opportunities.Key Responsibilities:Manage and grow an existing...

Job Opportunity: Financial Adviser - Portfolio ManagerWe are seeking a qualified Financial Adviser to join our team at IDEX Consulting Ltd as a Portfolio Manager. As a key member of our team, you will be responsible for managing an existing portfolio of clients and developing new business opportunities.Key Responsibilities:Manage and grow an existing...

A new opportunity has been created for a career minded IFA to join one of the UK’s largest Chartered Wealth Management Houses at their Aberdeen location. This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan. Role Overview Provide professional advice and solutions in accordance with FA...

Job SummaryWe are seeking a career-minded IFA to join our team at Robinson Financial Careers. This is an exciting opportunity to work with one of the UK's largest Chartered Wealth Management Houses.Key ResponsibilitiesProvide professional advice and solutions to clients in accordance with FA regulations and group standards.Generate new client opportunities...

Job SummaryWe are seeking a career-minded IFA to join our team at Robinson Financial Careers. This is an exciting opportunity to work with one of the UK's largest Chartered Wealth Management Houses.Key ResponsibilitiesProvide professional advice and solutions to clients in accordance with FA regulations and group standards.Generate new client opportunities...

About the RoleWe are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management firm. This is an exciting opportunity for an individual to take on a challenging role and progress their career in a dynamic and supportive environment.Key ResponsibilitiesProvide professional advice and solutions to clients,...

About the RoleWe are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management firm. This is an exciting opportunity for an individual to take on a challenging role and progress their career in a dynamic and supportive environment.Key ResponsibilitiesProvide professional advice and solutions to clients,...

IFA Administrator Job Description **About JohnstonGreer Ltd** JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions. Our professional practice continues to grow, and we seek an additional team member to support our Financial Planners. **Job Summary** As an IFA Administrator, you will be...

IFA Administrator Job Description **About JohnstonGreer Ltd** JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions. Our professional practice continues to grow, and we seek an additional team member to support our Financial Planners. **Job Summary** As an IFA Administrator, you will be...

Job Title: Management SupervisorThe role of Management Supervisor is a critical position within the Financial Planning Team at IDEX Consulting. As a key member of the team, you will be responsible for supervising the performance and competency of Planners and supporting development across the team.Key Responsibilities:Supervising IFA's: Ensure that IFA's are...

Job Title: Management SupervisorThe role of Management Supervisor is a critical position within the Financial Planning Team at IDEX Consulting. As a key member of the team, you will be responsible for supervising the performance and competency of Planners and supporting development across the team.Key Responsibilities:Supervising IFA's: Ensure that IFA's are...