Senior IFA administrator, Technical Report Writer
1 month ago
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 exceptionally in depth around pensions transfer business, with client facing elements as and when you gain expertise. Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD
To be considered ideally you will have technical report writing experience within an IFA or provider with a sound knowledge of pensions and investments. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.
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Ifa Administrator
1 month ago
Glasgow, United Kingdom CORE Talent Solutions Full time**IFA Administrator** **Glasgow** **Permanent** **£23,000 - £32,000 DOE** Do you have experience offering administrative support within a financial services organisation? Maybe you have financial services customer service experience, looking to transfer into a more technical administration role? CORE Talent Solutions is delighted to be partnering with...
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Ifa Administrator
1 month ago
Glasgow, United Kingdom GCB Agency Recruitment Full timeLocation: Scotland, Glasgow City - Discipline: Financial Services - Job type: Permanent - Benefits: £21,000 - £27,000 basic - Published: 2023-01-26 - Expiry date: 2023-03-09 We are currently looking for a Financial Planning Administrator to join our clients. Their independent financial advisers offer personal and business client support across Scotland....
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Ifa Administrator
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA Administrator / Wealth Administrator / Financial Administrator / Financial Planning Administrator / Sales Support / Wealth Planning / Business Support / Client Services / Client Support / Client Delivery / IFA / CII / CISI / Wealth Management **Location -**Glasgow, UK **Salary -**£20,000-£30,000 **Duration -**Permanent, full time A bespoke independent...
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IFA Administrator
2 days ago
Glasgow, United Kingdom Paradigm Employment Services Full timeIFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...
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IFA Administrator
2 days ago
Glasgow, United Kingdom Paradigm Employment Services Full timeIFA AdministratorExciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...
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IFA Administrator
1 month ago
Glasgow, United Kingdom IDEX Consulting Full timeIFA Administrator, Specialising in Compliance To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Maintain compliance monitoring plan for group of companies Assist Head of Compliance with administration, recording and...
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IFA Administrator
2 days ago
Glasgow, United Kingdom Paradigm Employment Services Full timeIFA Administrator Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...
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Ifa Administrator
4 weeks ago
Glasgow, United Kingdom Ortus PSR Full timeAre you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team. Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a...
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Technical Writer
2 weeks ago
Glasgow, United Kingdom Plexus Resource Solutions Full timeTechnical WriterBlockchain InfrastructureRemote Plexus are on the hunt for an experienced Technical Writer to join a well-funded Layer 1 solution focused on the development of blockchain infrastructure. They are seeking a Technical Writer to create technical articles to help users to be able to understand their network more deeply.RequirementsComputer...
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Ifa Administrator
4 weeks ago
Glasgow, United Kingdom mbf. Full time**IFA Administrator - Glasgow - National Organisation - Exceptional benefits package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Glasgow. The company are a very well known brand with really exciting plans for the future. The focus on the role will be...
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IFA Administrator
1 month ago
Glasgow, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus career progression as...
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IFA administrator, sales support
1 month ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow. You will be providing support to the team of financial planners, mainly to private clients. You will prepare valuation reports,...
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Senior IFA Administrator
4 weeks ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...
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Senior Benefits Administrator
1 month ago
Glasgow, United Kingdom Eden Scott Full timeA rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence in their prestigious Glasgow office. As standard they will be returning to a hybrid working model for their staff. Working within a tight team of focused professionals, you will provide support to...
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Ifa Admin
4 weeks ago
Glasgow, United Kingdom IDEX Consulting Full timeAn opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely...
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IFA Administrator
4 days ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeJob Description IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of...
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IFA Administrator
4 days ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeJob Description IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of...
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IFA Administrator
2 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play...
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IFA Administrator
2 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you...
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IFA Administrator
2 weeks ago
Glasgow, United Kingdom meraki talent ltd Full timeIFA AdministratorIf the following job requirements and experience match your skills, please ensure you apply promptly.Competitive SalaryPermanentGlasgowMeraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience...