Administrator - Independent Financial Adviser (Ifa)
2 weeks ago
Financial Planning 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 will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
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Ifa Administrator
1 week ago
Glasgow, United Kingdom Independent Resourcing Consultancy Full time**IFA Administrator**: - Job Reference: 1451 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: Glasgow - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...
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Ifa Administrator
4 weeks 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
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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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Independent financial adviser
1 month ago
Glasgow, United Kingdom Eden Scott Full timeAfter continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advisers who...
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IFA Administrator
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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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Experienced Independent Financial Adviser
1 month ago
Glasgow, United Kingdom Eden Scott Full timeAfter continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advisers who...
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Financial Adviser
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Glasgow, United Kingdom Meraki Talent Ltd Full timeFinancial Planning 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...
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Independent Financial Advisor
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Glasgow, United Kingdom Meraki Talent Limited Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial Advisor Build links...
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Independent Financial Advisor
2 weeks ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Limited Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links with...
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Glasgow, United Kingdom Meraki Talent Ltd Full timeCompetitive Salary Permanent 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 a crucial role in...
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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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Independent Financial Advisor
2 days ago
Glasgow, United Kingdom meraki talent ltd Full timeIndependent Financial Advisor Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Competitive Salary Permanent Glasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual...
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Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgowMeraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career.Responsibilities of the Independent Financial AdvisorBuild links with...
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IFA Administrator
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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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Independent Financial Advisor
7 days ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeJob Description Independent Financial Advisor Competitive Salary Permanent Glasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent...
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Independent Financial Advisor
1 week ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeJob DescriptionIndependent Financial AdvisorCompetitive SalaryPermanentGlasgowMeraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career.Responsibilities of the Independent Financial...
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Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links...
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Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links...
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Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links...