Senior IFA Admin

**Role Title**: Senior IFA Administrator **Reports To**: IFA Admin Manager **Location**: Nationwide **Hours of Work**: 35 hours per week **SMCR Function**: Conduct Role **Role Profile**: The Senior IFA Administrator provides high-level pre - and post-sales support to Financial Advisers, ensuring that all client-related tasks are completed accurately,...

Job description A 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...

OverviewA 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.ResponsibilitiesProducing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions....

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 -...

Idex Consulting have 5 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...

Senior IFA Support - Work from home To £29,000 plus benefits Senior IFA Support required by this national 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 Workingfrom Home as the new working...

My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be...

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.The job holder will be handling all the back office administration for a busy Financial Adviser,...

Idex Consulting have a brand new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow. You will be joining a highly experienced team providing supporting a team of financial advisers, which includes the company directors - Processing of daily commissions and fee income. - Using IO system and a variety of platforms - Obtain...

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate...