Current jobs related to ifa - Glasgow, Glasgow City - Idex
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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeKey ResponsibilitiesSupervising IFA's: Ensure compliance with FCA training and competence requirements.Identifying Training Needs: Assess and address training requirements for IFA's.Conducting Quarterly KPI Meetings: Meet with IFA's to discuss performance and development.Delivering Training: Provide training to Planners and the wider team to enhance advice...
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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeSupervise and Develop Financial Planning TeamThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key Responsibilities:Supervise IFA's: Ensure compliance with FCA training and competence requirements.Identify Training Needs: Determine...
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1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeSupervise and Develop Financial Planning TeamThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key Responsibilities:Supervise IFA's: Ensure compliance with FCA training and competence requirements.Identify Training Needs: Determine...
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Management Supervisor
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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeSupervise and Develop Financial Planning TeamThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key Responsibilities:Supervise IFA's: Ensure compliance with FCA training and competence requirements.Identify Training Needs: Determine...
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T&C Supervisor
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Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeKey ResponsibilitiesAs a T&C Supervisor, you will be responsible for supervising the performance and competency of Planners and supporting development across the Financial Planning Team.Key DutiesSupervise IFA's in line with FCA training and competence requirementsIdentify training requirements for the IFA'sConduct quarterly KPI meetings with all IFA's and...
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T&C Supervisor
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeKey ResponsibilitiesAs a T&C Supervisor, you will be responsible for supervising the performance and competency of Planners and supporting development across the Financial Planning Team.Key DutiesSupervise IFA's in line with FCA training and competence requirementsIdentify training requirements for the IFA'sConduct quarterly KPI meetings with all IFA's and...
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4 weeks ago
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator (Part-time)The opportunity is a part-time position, working from home, with full flexibility. This role offers a unique blend of Pensions and Investments responsibilities.Key Responsibilities:Maintain and update back-office databases to ensure accurate and up-to-date information.About JohnstonGreer Ltd:JohnstonGreer Ltd is a dynamic...
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T&C Supervisor
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeKey ResponsibilitiesAs a T&C Supervisor, you will be responsible for supervising the performance and competency of Planners and supporting development across the Financial Planning Team.Key DutiesSupervise IFA's in line with FCA training and competence requirementsIdentify training requirements for the IFA'sConduct quarterly KPI meetings with all IFA's and...
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T&C Supervisor
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeKey ResponsibilitiesAs a T&C Supervisor, you will be responsible for supervising the performance and competency of Planners and supporting development across the Financial Planning Team.Key DutiesSupervise IFA's in line with FCA training and competence requirementsIdentify training requirements for the IFA'sConduct quarterly KPI meetings with all IFA's and...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Aspire Executive Search Full timeIFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in Glasgow. As a key member of our team, you will be responsible for providing exceptional support to our advisers and clients.Key Responsibilities:Work closely with advisers to ensure timely and accurate responses to...
ifa
3 months ago
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.
This is a salaried position and an excellent commission package will also be given.
You will receive full back office support including high quality paraplanning. You will also receive excellent marketing support to grow your own brand.
If you are a qualified IFA looking for a move please get in touch.
Excellent renumeration package including car allowance.
Visit the IDEX Consulting Ltd website for further opportunities.
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