IFA administrator, Trainee Paraplanner
1 month ago
Job Description:
My client is a reputable Financial practice with a successful history providing fully independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for an experienced IFA Administrator to join their close-knit team based on the outskirts of Glasgow.
In the job you will be providing administrative support to advisers within the office, working at a more senior level to the rest of the team. You will be the first point of contact for clients when contacting the company and act as an ambassador for the company providing first-class service to existing customers. You would also be involved in coaching and mentoring of more junior staff. Depending on your technical abilities, you will also carry out analytical work and request required documentation for advisers to assist their clients as requested and be responsible for carrying out research prior to meetings. You will also ensure that all work is carried out in a fully compliant nature, in line with FCA regulations and requirements.
My client is flexible on skills and experience, but their strong preference would be for someone who has experience in an IFA office or provider. Experience within Financial Services Administration is vital. Ideally you will have some of your financial qualifications or working towards with exposure to intelligent office.
You will be able to demonstrate exceptional organizational skills, with the ability to multi-task in a dynamic environment. With the close-knit nature of the team, you will be a committed, enthusiastic individual with a flexible approach to your work.
In return, my client is offering a highly competitive salary and benefits and progression to the right individual with hybrid working. Along with this, you would also have the opportunity to work in a friendly, relaxed, professional environment with the chance to work with highly experienced professionals where you would learn from some of the industry's best and progress towards paraplanning.
To be considered please upload your CV ASAP or call Alison Curran on to discuss the opportunity in more detail or to have a confidential discussion around your skills and background.
#J-18808-Ljbffr-
Ifa Administrator
1 week ago
Scotland, United Kingdom Reed Full timeExciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now...
-
Ifa Administrator
1 week ago
Scotland, United Kingdom Reed Full timeExciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now...
-
IFA Administrator
1 week ago
Scotland, United Kingdom Reed Full timeExciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now currently seeking a Sales Support...
-
IFA Administrator
1 week ago
Scotland, United Kingdom Reed Full timeExciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now currently seeking a Sales Support...
-
Paraplanner
6 days ago
Glasgow, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
Paraplanner
1 week ago
Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
Paraplanner
2 days ago
Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
IFA Administrator
1 week ago
Scotland, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Glasgow office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance...
-
IFA Administrator
3 weeks ago
Scotland, 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...
-
Paraplanner
5 days ago
Glasgow, Scotland, Scotland, United Kingdom Heat Recruitment Full timeParaplanner Glasgow £30-40K Monday to Friday (Hybrid working)Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?Perhaps you feel a lack of support In your role?Or simply looking for a change?If any of the above are true, then this role should be of interest … With over 25 years...
-
IFA administrator, Senior sales support
2 months ago
Scotland, United Kingdom Eden Scott Full timeMy client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team. You will be providing support to the team of financial planners, mainly to private clients. You...
-
Financial Advisor
2 months ago
Scotland, United Kingdom Eden Scott Full timeA highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other...
-
Financial adviser
2 months ago
Scotland, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable, independent stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team based South of Glasgow. You will have your own paraplanner and sales support along with offering a client base for the successful candidate and the complexity of cases can...
-
Independent Financial Advisor
1 week ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....
-
Trainee Insolvency Administrator
5 days ago
Glasgow, Scotland, United Kingdom Gambit Search Full timeAre you a recent graduate or school leaver seeking to kick off an office-based career in a diverse and progressive profession?Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.One of our clients located in Glasgow is seeking to hire a Trainee into their Insolvency &...
-
Trainee Insolvency Administrator
1 week ago
Glasgow, Scotland, Scotland, United Kingdom Gambit Search Full timeAre you a recent graduate or school leaver seeking to kick off an office-based career in a diverse and progressive profession? One of our clients located in Glasgow is seeking to hire a Trainee into their Insolvency & Restructuring department. The insolvency industry draws upon many different aspects of accounting, law and, business. You are supporting...
-
Financial adviser
2 months ago
Scotland, United Kingdom Eden Scott Full timeA highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. They've had a strong year and have plans to continue to add to their team. In the role due to their approach to clients you would be servicing, retaining and developing...
-
Fife, Scotland, United Kingdom Eden Scott Full timeEden Scott’s Client believe in the power of diversity and inclusion to drive success. We are excited to offer an opportunity for an Financial Services Administrator to join a team which is based in Dunfermline be a part of dynamic and inclusive workplace. Our Client commitment to diversity and inclusion is at the heart of our their company culture....
-
Fife, Scotland, United Kingdom Eden Scott Full timeEden Scott’s Client believe in the power of diversity and inclusion to drive success. We are excited to offer an opportunity for an Financial Services Administrator to join a team which is based in Dunfermline be a part of dynamic and inclusive workplace. Our Client commitment to diversity and inclusion is at the heart of our their company culture....
-
Customer Service Administrator
2 days ago
Scotland, United Kingdom Orchard Recruitment Ltd Full timeOur leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme are now seeking a Customer Service Administrator to join an established team. The Customer Service Administrator will effectively deliver excellent customer service to clients and IFAs by the processing of telephone calls,...