Ifa Administrator

We are looking for an experienced IFA administrator or paraplanner to join our small, but well-established team in Glasgow. This position is office based and located near Blythswood Square. The Role - Processing and checking all aspects of pension and investment administration - Administration of client paperwork - Completing review reports for clients -...

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...

Are 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...

Are you an experienced IFA Administrator looking for a challenge in the Glasgow area? If so, and you have a passion for financial services and a strong commitment to delivering exceptional service, then this opportunity is perfect for you! Our client, a well-established firm of Independent Financial Advisers based in Clydesbank who are directly authorised...

Fantastic IFA Administration Opportunity in Glasgow – Study Support Provided Are you an experienced IFA Administrator looking to develop further within a leading Chartered Financial planning business. Do you have a passion for providing first-rate support? Look no further! We’re seeking an experienced professional to become a key part of our client’s...

**IFA Administrator** **Glasgow** **Salary up to £26,000** NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and buoyant organisation. **Key Responsibilities**: - You will be responsible...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Glasgow **Benefits**: - Death in Service 4 x salary - PMI including optical and dental cover - PHI 75% of salary/26 week deferred period - Critical illness - £10,000 cover - Pension - minimum 5% employee contribution /...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work within...

IFA Administrator, Specialising in Compliance **Location**:Glasgow** To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. **Responsibilities**: - Maintain compliance monitoring plan for group of companies - Assist Head of...

IFA Administrator (Part-time) £24,000 to £29,000 FTE plus benefits IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice. The opportunity is working from home, part-time (probably 15-18 hours) and...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team.The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.The successful candidate will work within a...

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work within a large team in the Glasgow office. Key client contact: phone calls, arranging meetings, etc Efficient in all MS Office applications, platforms and...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh or Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of...

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities:Maintain compliance monitoring plan for group of companiesAssist Head of Compliance with...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work within...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team.The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.The successful candidate will work within a...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work...

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work within...

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors - Prepare suitability reports - Obtain quotes, illustrations, product information and appropriate paperwork -...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...