Ifa Admin 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 -...

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 -...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management...

**IFA Administrator** **Glasgow** **Salary up to £26,000** NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and buoyant organisation. **Key Responsibilities**: - You will be responsible...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a number 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...

**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...

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...

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...

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...

Our client is a highly respected IFA firm based in Glasgow. This is a large and vibrant office which can offer excellent career paths.A rare and exciting opportunity has become available for an experienced Paraplanner or senior IFA support to join the team as a report writer.The role will be within the senior administration team providing support to their...

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...

Job SummaryWe are seeking a highly skilled and experienced Senior IFA Administrator to join our administration team. As a key member of our team, you will provide exceptional support to our highly performing IFAs, working closely with paraplanners and sales support to deliver outstanding results.Key ResponsibilitiesPrepare comprehensive Suitability Reports...

Job SummaryWe are seeking a highly skilled and experienced Senior IFA Administrator to join our administration team. As a key member of our team, you will provide exceptional support to our highly performing IFAs, working closely with paraplanners and sales support to deliver outstanding results.Key ResponsibilitiesPrepare comprehensive Suitability Reports...

Our client is a highly respected IFA firm based in Glasgow. This is a large and vibrant office which can offer excellent career paths.A rare and exciting opportunity has become available for an experienced Paraplanner or senior IFA support to join the team as a report writer.The role will be within the senior administration team providing support to their...

Fantastic IFA Administration Opportunity in Glasgow – Study Support Provided Are you an experienced IFA Administrator looking to develop further within a leading Chartered Financial planning business. Do you have a passion for providing first-rate support? Look no further! We’re seeking an experienced professional to become a key part of our client’s...

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...