IFA Administrator
2 weeks ago
IFA 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 either Paraplanner or professional Administrator.
As the IFA Administrator you will be responsible for providing high quality service to the client portfolio whilst supporting the Financial Planners with duties including –
collating of data
database management
analysis work
assisting with projects and processes
Applicants will have similar administration experience, ideally within a financial organisation such as a Pensions/Investment Provider, Financial Advisor, Bank or Investment firm.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. #
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Ifa Administrator
7 days ago
Glasgow, United Kingdom Heat Recruitment Full timeClient Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administrationis your strength, please apply! This is a fantastic opportunity to join a talented team and work with...
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Ifa Administrator
7 days ago
Glasgow, United Kingdom JohnstonGreer Full timeIFA Administrator £22,000 to £26,000 plus benefits IFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...
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Ifa Administrator
7 days ago
Glasgow, United Kingdom GCB Recruitment Full timeWe are currently looking for a Financial Planning Administrator to join our clients. Their independent financial advisers offer personal and business client support across Scotland. Their diverse knowledge and expertise are unrivalled. **Working hours**: As an IFA Administrator, you’ll be required to work Monday - Friday. **The successful IFA...
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IFA Administrator
2 weeks 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 Independent Resourcing Consultancy Full time**IFA Administrator**: - Job Reference: 1451 - Date Posted: 26 June 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
7 days ago
Glasgow, United Kingdom DA Calder Full timeWe are a respected, privately owned and successful IFA firm serving clients throughout the UK for more than 40 years. Providing; a full range of financial planning services to individual and corporate clients. We are looking for an experienced administrator. The role will provide support to the company director and will cover pension, investment, and tax...
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Senior IFA Administrator
Found in: beBee jobs GB - 2 weeks ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom 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 will...
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Ifa Administrator
4 days ago
Glasgow, United Kingdom Recruitment Rebellion Full timeClient Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administration is your strength, please apply! This is a fantastic opportunity to join a talented team and work with...
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Ifa Support
7 days ago
Glasgow, United Kingdom JohnstonGreer Full timeIFA Support To £26,000 plus benefits IFA Support required by this 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 Hybrid as the new workingmodel. Supporting a Financial Planner you will be...
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Senior IFA Administrator
Found in: beBee S GB - 2 weeks ago
Glasgow, United Kingdom TN United Kingdom Remote Work Freelance 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 IFA Administrator
2 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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Glasgow, United Kingdom Eden Scott Full timeA 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...
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Ifa Sales Support/administrator
4 days ago
Glasgow, United Kingdom James Phillip Financial Recruitment Full timeA leading Chartered IFA brokerage is currently seeking an experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £25,000.00-£30,000.00 per...
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IFA administrator, sales support
2 weeks 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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Ifa Admin
2 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
2 weeks ago
Glasgow, United Kingdom IDEX Consulting Full timeIdex Consulting have 4 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...
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Ifa Admin
2 weeks ago
Glasgow, United Kingdom IDEX Consulting Full timeIdex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They have a lovely new office in Glasgow city centre. They are looking for someone to provide high quality technical financial services administration and analytical...
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Senior Benefits Administrator
2 weeks 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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Employee Benefits Administrator
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA 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...
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Financial Planning Administrator
6 days ago
Glasgow, United Kingdom JohnstonGreer Full timeFinancial Planning Administrator £22,000 to £26,000 plus benefits IFA Supporequired by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...