IFA Administrator

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 companiesAssist Head of Compliance with...

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...

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...

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 financial...

Job Summary:IDEX Consulting is seeking a highly skilled and experienced IFA administrator to join our team. As an IFA administrator, you will play a critical role in supporting our financial advisers with administrative tasks, ensuring seamless delivery of services to our clients.Key Responsibilities:Cradle to Grave Administration: Provide comprehensive...

Job Summary:IDEX Consulting is seeking a highly skilled and experienced IFA administrator to join our team. As an IFA administrator, you will play a critical role in supporting our financial advisers with administrative tasks, ensuring seamless delivery of services to our clients.Key Responsibilities:Cradle to Grave Administration: Provide comprehensive...

Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for...

Job Title: Apprentice Benefits AssessorAbout the Role:We are seeking an experienced Employee Benefits Administrator to join our team at Eden Scott. As a key member of our team, you will provide support to our Employee Benefits consultants, serving as the primary point of contact for our valued client base.Key Responsibilities:Provide administrative support...

Job Title: Apprentice Benefits AssessorAbout the Role:We are seeking an experienced Employee Benefits Administrator to join our team at Eden Scott. As a key member of our team, you will provide support to our Employee Benefits consultants, serving as the primary point of contact for our valued client base.Key Responsibilities:Provide administrative support...

About the RoleWe are seeking a highly organized and detail-oriented Pension and Investment Administrator to join our team at Aviva plc. As a key member of our Platform area, you will be responsible for processing customer and IFA requests, ensuring excellent service levels, and adhering to regulatory and client requirements.Key ResponsibilitiesProcess...

About the RoleWe are seeking a highly organized and detail-oriented Pension and Investment Administrator to join our team at Aviva plc. As a key member of our Platform area, you will be responsible for processing customer and IFA requests, ensuring excellent service levels, and adhering to regulatory and client requirements.Key ResponsibilitiesProcess...

About the Role:This is an exciting opportunity to join our team as a Pension and Investment Administrator in our Platform area. As a key member of our fast-paced team, you will be responsible for processing customer and IFA requests, ensuring high levels of accuracy and attention to detail, and adhering to regulatory and client requirements.Key...

About the Role:This is an exciting opportunity to join our team as a Pension and Investment Administrator in our Platform area. As a key member of our fast-paced team, you will be responsible for processing customer and IFA requests, ensuring high levels of accuracy and attention to detail, and adhering to regulatory and client requirements.Key...

About the RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator in our Platform area. As a key member of our fast-paced team, you will be responsible for processing customer and IFA requests, ensuring excellent service levels, and adhering to regulatory and client requirements.Key ResponsibilitiesProcess customer and...

About the RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator in our Platform area. As a key member of our fast-paced team, you will be responsible for processing customer and IFA requests, ensuring excellent service levels, and adhering to regulatory and client requirements.Key ResponsibilitiesProcess customer and...

Financial Planning Administrator - Hybrid Role - Competitive Salary with Comprehensive Benefits We are collaborating with a prominent Wealth Management firm to identify a skilled Financial Planning Administrator to enhance their team. This esteemed organization is recognized for its excellence in Financial Planning services and operates across various...

Job Summary:The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.Key Responsibilities:Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.Develop and maintain a...

Job Summary:The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.Key Responsibilities:Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.Develop and maintain a...

At IDEX Consulting, we are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team of financial services professionals. As an IFA Administrator, you will play a critical role in supporting our team of advisers in providing exceptional service to our clients.Key Responsibilities:Administrative Support: Provide...