Ifa Admin, 4 Opportunities Available

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 -...

**About us** Based in the West End of Glasgow, providing Independent Financial Advice for over 24 years. The opportunity has arisen for an IFA Sales Support to join our well-established Financial Services practice in West End of Glasgow which has provided a highly personalised financial planning and investment management service to our clients over the...

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients. You will have the ability and initiative to...

**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...

Exciting Opportunity for a Chartered Financial AdviserEden Scott is partnering with a leading financial services firm in Glasgow to find a highly motivated and ambitious Financial Adviser to join their team. As a key recruit, you will play a crucial role in building their wealth management function in the central belt.The firm offers a unique opportunity for...

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...

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...

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide high quality technical administration and analytical...

Exciting Opportunity for a Senior Technical IFA AdministratorOur client, a leading provider in wealth management advice, is seeking a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team. This is a unique opportunity to join a leading corporate organisation focused on wealth management with scope for progression in...

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent...

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in 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 True Potential system, but anything...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Glasgow. As a key member of our team, you will be responsible for providing administrative support to our sales team, ensuring the smooth day-to-day operation of the office, and providing exceptional client service.Key ResponsibilitiesProcess...

A new opportunity has arisen for a Senior IFA support for a successful small IFA in the outskirts of Glasgow. - You will be responsible for providing tailored support to Advisers - Diary management, co-ordinating the Financial Adviser diary and acting as first point of contact clients requesting first time appointments, ad hoc appointments, and annual...

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...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent...

Practice OverviewThis is a fantastic opportunity to join a highly sociable and supportive GP Training Practice on the idyllic Orkney Islands. The practice boasts an excellent team of Partners and Salaried GPs, working closely with a Pharmacist, Mental Health, and Physio support.Your RoleSalaried GP4-6 sessions, full-time possibly availableAM clinic – 12...