Trainee 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 -...

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 -...

**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...

IFA Administrator To £25,000 plus benefits IFA Administrator required by this growing 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. Supporting a Financial Planner you will be responsible for providing full administration...

IFA Administrator To £25,000 plus benefits IFA Administrator required by this growing 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. Supporting a Financial Planner you will be responsible for providing full administration...

**Are you looking for a new IFA Administration opportunity to start the New Year with?** **Fantastic New IFA Administration Opportunity in Glasgow** **Salary up to £30K DOE plus excellent benefits package** Our client is a well-respected Financial Planning business who are currently looking for an IFA Administrator to join their support team. With a...

IFA Administrator£22,000 to £26,000 plus benefitsIFA 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- valuations amd...

IFA AdministratorTo £25,000 plus benefitsIFA Administrator required by this growing 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.Supporting a Financial Planner you will be responsible for providing full administration and...

IFA Administrator - Glasgow - 6 month FTCUp to £25,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Glasgow. Due to increased workload, they now require an Administrator for an initial 6 month period which will likely become a permanent position.You will work across the full range of wealth management...

**Looking for a new IFA Administration opportunity to start 2023 with?** **Fantastic New IFA Administration Opportunity in Glasgow** **Hybrid/WFH - Early finish on Friday** **Salary up to £30K DOE plus excellent benefits package** Our client is an established Financial Planning business who are looking for an enthusiastic and motivated individual with a...

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...

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...

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 directorsPrepare suitability reportsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual...

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...

IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...

IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...

My 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...

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 -...

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...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...