IFA Administrator

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...

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...

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...

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...

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...

My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.They are a niche business and their clients typically have £1m - £5m portfolios.You will:Analyse and prepare financial reports,...

My client is a leading wealth manager that offer true financial planning advice to a diverse range of clients with a first class reputation within the market. Due to expansion of the team along with internal progression, they require a financial planning administrator to join the team and assist with their increasing volume of clients. You will mainly be...

Social network you want to login/join with:Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or...

Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for...

A rare new job vacancy has become available with my national client for an experienced Employee Benefits Administrator working from their prestigious Glasgow office, although returning to a hybrid/remote work model. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their...

Wealth Management Administrator Salary: 32,000 - 38,000 Location: Glasgow Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. This is an office-based role (hybrid), and the successful candidate...

Join to apply for the Pension and Investment Administrator role at Political, International and Development Studies Student AssociationLocation: Maxim Park @ Euro CentralStart Date: 12th MayStarting salary between £25,400 and £28,500 (depending on hours, location, skills and experience). Our standard full-time contracts are for 35 hours per week (with...

Pension and Investment Administrator Location: Maxim Park @ Euro Central Start Date: 12th May Starting salary between £25,400 - £28,500 (depending on hours, location, skills and experience) Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up...

Zachary Daniels are currently working on an excellent opportunity for a Client Support Executive to join a prestigious IFA on the outskirts of Glasgow.This company is a fantastic independent company who have carved out a fantastic reputation with the IFA Market, they have full back office and compliance support, as well as support with generating business....

Zachary Daniels are currently working on an excellent opportunity for a Client Support Executive to join a prestigious IFA on the outskirts of Glasgow.This company is a fantastic independent company who have carved out a fantastic reputation with the IFA Market, they have full back office and compliance support, as well as support with generating business....

Location: Maxim Park @ Euro CentralStart Date: 12th MayStarting salary between £25,400 and £28,500 (depending on hours, location, skills and experience). Our standard full-time contracts are for 35 hours per week (with options for part-time working); we also offer a 40-hour contract which has an enhanced salary of up to £32,571.Location: this role will...

My client is a highly prestigious and reputable firm based in Glasgow city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their client...

My client is a highly prestigious and reputable firm based in Glasgow city centre. Due to further expansion and business growth, a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history.The company is an exceptionally professional practice with an outstanding reputation in the market. Their client...

Customer Service Expert Location: Maxim Park @ Euro Central Start Date: 12th May Starting salary between £25,400 - £28,500 (depending on hours, location, skills and experience) Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up to £32,571...

Financial Planner Support - IFA Administrator - Adviser Support 2 Meraki Talent’s financial services client is actively looking for a IFA Administrator / Financial Planner Support professional to work with their expanding team. The Associate Client Support individual will be responsible for providing direct support to the Financial Planners across a...

An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: - servicing existing business - liaison with Providers - valuations and...

**IFA Administrator** **Location: Glasgow** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

**£18,000 - £25,000 - plus benefits** IFA Administrator required by a highly successful wealth planning practice in Glasgow. Due to continued growth, they now require an experienced administrator to join their team. Responsibilities include managing the 'Letters of Authority’ process, valuations, chasing providers for outstanding documentation,...

An excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. This company are an independent financial advisory firm based in Glasgow. They are directly authorised and have been up and running for over 20...

This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionalsacross the UK they are the market leader in the industry and have been supporting their clients for over...

A very exciting opportunity has arisen for a fully remote IFA Administrator. You must be within 1 hour of the Glasgow office to attend meetings from time to time. The role involves: - developing and maintaining good working relations with internal and external contacts - planning, organising and prioritising workload to be completed within agreed service...

Utopian Professional Recruitment are working in partnership with a Glasgow based IFA who are looking to expand their team and recruit an IFA Administrator on a full time, permanent basis. Working as part of a small team, you will provide full administrative support to 2 Directors and Planners if an effective and highly efficient manner. You would be...

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 Glasgow, they are seeking a skilled fully remote IFA...

**Senior IFA Administrator** £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth, they now require an experienced Administrator to work in their stunning offices and provide support to the company Director. You will work across the full range of Pensions,...

My Client is successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced IFA Administrator to join their team. THE ROLE - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures - Prioritise workload to ensure all activities are...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...

IFA Administrator - Glasgow Up to £25,000 (pro rata) - plus benefits IFA Administrator required by a growing wealth management firm based in Glasgow. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Glasgow. You will be part of a team providing support to three financial advisers, which includes the company director- Prepare suitability reports - Using Intelligent Office system and a variety of platforms - Obtain quotes, illustrations, product...

**IFA Report Writer** **Location: Glasgow** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support.The position will be based...

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...

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...

Financial Planning Administrator Glasgow (hybrid home and office working) Up to £30,000 basic plus benefits package, exam support, flexible working I am looking to speak to any experienced financial planning support professionals in the Glasgow area who might be considering their career options at the moment. A highly regarded IFA in the city are looking...

Currently recruiting for a highly successful IFA practice in Glasgow who are looking to hire a part-time IFA administrative support. You will be responsible for: - New Business Checklist created and updated - New Business Day Book updated - Ensure Compliance Docs are up to date in client files - Ensure Money Laundering docs are up to date client files -...