Financial Adviser, IFA

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow.You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.You will have the ability and initiative to...

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...

Our client is a highly respected IFA firm based in Glasgow. This is a large and vibrant office which can offer excellent career paths.A rare and exciting opportunity has become available for an experienced Paraplanner or senior IFA support to join the team as a report writer.The role will be within the senior administration team providing support to their...

Exciting opportunity for a Financial AdviserA rapidly growing fintech firm is currently seeking a Financial Adviser to join their team. The company provides a range of financial services and offers a digital platform for clients to manage their wealth online. As a Financial Adviser, you will be responsible for building and managing your own client base...

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 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...

Job Summary:The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.Key Responsibilities:Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.Develop and maintain a...

Job Summary:The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.Key Responsibilities:Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.Develop and maintain a...

Mortgage Adviser Role  

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...

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...

Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will provide critical support to our financial advisors, ensuring seamless day-to-day operations and exceptional client experiences.Key ResponsibilitiesClient Support: Serve as the primary point of contact...

Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As a key member of our financial services team, you will provide administrative support to our advisers, ensuring the smooth delivery of financial services to our clients.Key ResponsibilitiesClient Support: Provide exceptional client...

**About the Role**We are seeking a highly skilled and experienced Financial Adviser to join our team at Eden Scott. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.**Key Responsibilities**• Provide high-quality financial advice to...

A truly unique Paraplanning opportunity has arisen with our client, a leading Investment Management firm. They seek a highly qualified, professional, and experienced Paraplanner to support their financial advisers and work in partnership with them due to further growth.In this role, you will be heavily involved in the full financial planning process -...

Exciting Opportunity for a Financial PlannerWe have a fantastic opportunity for a Financial Planner to join a dynamic financial planning firm. This role is ideal for someone who is passionate about providing top-quality financial planning services to clients. The position is a hybrid role, and applicants should be located within a reasonable distance from...

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting 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,...

Job Opportunity at Eden ScottWe are seeking a highly experienced and skilled Financial Adviser/Senior to join our team at Eden Scott. As a leading Chartered Financial Adviser firm, we pride ourselves on delivering exceptional client service and upholding the highest company ethics.About the RoleAs a Financial Adviser/Senior, you will be responsible for...

Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As a key member of our financial services team, you will provide administrative support to our advisers, ensuring the smooth delivery of financial services to our clients.Key ResponsibilitiesClient Support: Provide exceptional client...

Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As a key member of our financial services team, you will provide administrative support to our advisers, ensuring the smooth delivery of financial services to our clients.Key ResponsibilitiesClient Support: Provide exceptional client...