Ifa, Clients Provided

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: - Investment and portfolio construction - Cashflow planning and modelling - Pension and retirement planning - Inheritance tax and estate planning -...

Do you have some experience within IFA administration and are looking for more responsibility?Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive...

At IDEX Consulting, we are seeking a skilled Financial Services Coordinator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling a range of financial products including pensions and investments.Key responsibilities include:Preparing suitability reports and utilizing IO...

About the OpportunityIDEX Consulting, a leading provider of financial services solutions, has an exciting new opportunity for a Financial Services Coordinator to join their team in Aberdeen.This is an excellent chance to work with a large and respected Independent Financial Adviser (IFA) practice, providing administrative support to their team of financial...

IFA Administrator Job SummaryWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd.Key Responsibilities:Assist Financial Planners with client meetings and follow up on action pointsProcess new business and undertake platform tradesManage records and data, and liaise with clients and providersRequirements:Experience in...

Job Advert **Job Title**:Finance and Sales Administrator** **Salary**:£24,000 - £28,000 per annum FTE (depending on experience)** **Contract**:Permanent** **Work Schedule**:Monday to Friday 35 hours per week, part-time can be considered.** **Location**:Portlethen, Aberdeen (office based with option for hybrid working)** **About us** Roemex is a...

Job Advert **Job Title**:S**ystems Coordinator** **Salary**:£32,000 - £36,000 per annum FTE (depending on experience)** **Contract**:Permanent** **Work Schedule**:Monday to Friday 35 hours per week, part-time can be considered.** **Location**:Portlethen, Aberdeen (hybrid).** **About us** Roemex is a privately owned service company working in the...

About the RoleEden Scott is seeking an experienced Paraplanner to join their Aberdeen office. The successful candidate will be responsible for providing technical support to their IFAs, including writing reports, creating reasons why letters, and carrying out market research.Main ResponsibilitiesSupport IFAs with technical aspects of their workWrite reports...

A rare opportunity has arisen within IDEX Consulting to take over a fully established client bank. We are looking for an experienced IFA to join our team and provide expert financial advice to our legacy clients.Key Responsibilities:Investment and portfolio constructionCashflow planning and modellingPension and retirement planningInheritance tax and estate...

Job Role OverviewA prestigious IFA practice based in Scotland is seeking an experienced Paraplanner to join their expanding Aberdeen office.This opportunity will see you work closely with the company's highly regarded advisers, providing support and technical assistance in all aspects of financial planning.Key responsibilities include:Preparation of detailed...

IFA Administrator Job OpportunityAt IDEX Consulting, we are seeking an experienced Financial Services Administrator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling various financial products including pensions and investments.Responsibilities:Prepare suitability reports...

We are seeking an experienced Paraplanner to join our rapidly expanding Aberdeen office, as part of our Financial Services team at Eden Scott. As a key member of our team, you will be responsible for the technical aspects of supporting our Independent Financial Advisors (IFAs), including preparing reports, creating "reasons why" letters, and conducting...

A highly sought-after opportunity has arisen within a respected wealth planning firm in Aberdeen.About the RoleAs an experienced Independent Financial Adviser, you will take over a fully established client bank and deliver exceptional financial guidance to our esteemed clients.The key responsibilities of this role include:Investment and Portfolio...

The role of Ethics Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners within the Financial Planning Team. Key responsibilities include:Key ResponsibilitiesSupervising IFA's in line with FCA training and competence requirementsIdentifying training needs for the IFA'sConducting quarterly KPI meetings with all IFA's and...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Using IO system and a variety of platforms - Obtain quotes,...

We are MI Search, a national accountancy firm based in Aberdeen.Role OverviewAs an Independent Financial Adviser, you will be responsible for building and growing our financial planning practice within the Aberdeen location.You will have a full IFA proposition, access to high-net-worth clients, typically SME business owners, and full paraplanning...

About this roleWe are seeking a highly skilled Administrator to join our client's team as they expand their Financial Planning practice. The successful candidate will provide essential support to the Financial Advisers, ensuring the smooth operation of the business.Key responsibilitiesUndertake all administrative tasks for the Financial Advisers, including...

A rare opportunity has arisen for an experienced Paraplanner to join a highly reputable IFA practice in Aberdeen.As a key member of the team, you will be responsible for providing administrative support to the pensions team, ensuring the smooth delivery of services to clients.The successful candidate will have excellent communication skills, a strong...

This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...