ifa sales support

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...

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...

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...

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...

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 are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh or 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 I.O. system and have experience with a variety of...

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 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 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 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 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...

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities: Maintain compliance monitoring plan for group of companies Assist Head of Compliance...

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities:Maintain compliance monitoring plan for group of companiesAssist Head of Compliance with...

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities:Maintain compliance monitoring plan for group of companiesAssist Head of Compliance with...

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...