Ifa Support

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 seeking an experienced IFA Support Specialist to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be responsible for providing comprehensive...

IFA Administrator £20,000 to £24,000 plus benefits and bonus IFA Administrator required by this highly successful IFA firm that provides advice across the full range of Private Client Investment and Retirement Planning. IFA Administrator required due to growth within the business to provide support to 2 high levelFianncial Planners as part of the...

Financial Planner Support - IFA Administrator - Adviser Support 2 Meraki Talent’s financial services client is actively looking for a IFA Administrator / Financial Planner Support professional to work with their expanding team. The Associate Client Support individual will be responsible for providing direct support to the Financial Planners across a...

IFA Support Administrator Glasgow Salary up to £32k, a strong element of home working and competitive Benefits.Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Glasgow...

IFA Administrator / Wealth Administrator / Financial Administrator / Financial Planning Administrator / Sales Support / Wealth Planning / Business Support / Client Services / Client Support / Client Delivery / IFA / CII / CISI / Wealth Management **Location -**Glasgow, UK **Salary -**£20,000-£30,000 **Duration -**Permanent, full time A bespoke independent...

IFA Administrator £20,000 to £25,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides IFA advice to HNW Private Clients across investments, retirement planning and protection. The business continues to grow and is a leading brand within the region. Applicants must have Advisor support experience...

**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...

Client 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...

**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...

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...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business?Wanting to sit your Diploma and require support to do this?If any of the above are true, then get in touch… A Glasgow based Wealth Management Firm are keen for...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation    Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch…    A...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation    Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch…    A Glasgow based Wealth Management Firm...

We 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...

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...

Job Description IFA Administrator Glasgow Up to £28,000 (depending on experience) Monday - Friday (Hybrid working) Do you feel like there is no career path to follow in order to progress and develop?Are you looking to be part of a larger firm with likeminded people around you?Feeling under appreciated for the work you do?If any of the above statements are...

Senior IFA Administrator - Glasgow Senior IFA Administrator Up to £30,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management...

**Our client is a successful IFA firm based in Glasgow advising its clients for over 20 years, creating long-term relationships with its customers and staff. They are now looking for an experienced Part-Time c 3 days a-week IFA Administrator to jointheir team.** **Responsibilities** - Provide financial planning support to financial advisers - Help financial...