Ifa Sales Support

**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...

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 -...

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...

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...

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...

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...

**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 Support Administrator Glasgow Salary up to £32k, a strong element of home working. (100% home working if required for the right individual) 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...

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...

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...

**B2B Sales Specialist** **Drive Growth: Top Sales Professionals Required for Premier UK Business Club!** **Salary**: £60-70K per annum plus significant commission with realistic OTE £100K + Full time, permanent **Location**: Remote but individuals must be based in central Scotland. Must be prepared to travel extensively in your designated area to...

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 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 -...

Job Opportunity: Senior IFA AdministratorWe are seeking an experienced and skilled Senior IFA Administrator to join our team in Glasgow. As a key member of our administration team, you will be responsible for providing high-quality support to our IFA practice.Key Responsibilities:Process applications and chase outstanding information in a timely and...

Job Opportunity: Senior IFA AdministratorWe are seeking an experienced and skilled Senior IFA Administrator to join our team in Glasgow. As a key member of our administration team, you will be responsible for providing high-quality support to our IFA practice.Key Responsibilities:Process applications and chase outstanding information in a timely and...

Role OverviewAs a highly skilled Sales Support Administrator, you will play a crucial role in the success of our esteemed IFA practice in Glasgow. This is an excellent opportunity for an experienced individual to progress their career and take on new challenges in a dynamic and growing organization.Key Responsibilities:• Process applications efficiently...

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...

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...