IFA Administrator
2 weeks ago
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 an IFA Administrator to join their already established team.
This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 12 months+ beforehand.
Key responsibilities:
Be the point of contact for various different individuals, such as Clients, Providers and internally with Advisers
As well as looking after administrative duties, also handle incoming telephone calls and
Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client
Produce valuation & review packs for internal advisors, demonstrating ability to update information and liaise with clients to update
Complete aftercare such as investment withdrawals, new business submissions, change in client details etc.
Be a point of contact for in person meetings with clients, by welcoming them and providing assistance with meetings
If you are interested in an opportunity to join an established firm as an IFA Admin, please get in touch
-
Technical Ifa Administrator
7 months ago
Glasgow, United Kingdom IFA Glasgow Full timeWe 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
7 months ago
Glasgow, United Kingdom CORE Talent Solutions Full time**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
1 week ago
Glasgow, United Kingdom Integro Partners Full timeIFA 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
1 week ago
Glasgow, United Kingdom Integro Partners Full timeIFA 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...
-
Ifa Administrator
7 months ago
Glasgow, United Kingdom Finlink Ltd Full timeAre 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...
-
Ifa Administrator
2 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeJob 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...
-
Ifa Administrator
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Ltd Full timeIFA 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 true then...
-
IFA Administrative Coordinator
1 week ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Ltd Full timeIFA Administrative Coordinator Job DescriptionOverviewA leading Financial Services company in Glasgow is seeking an IFA Administrative Coordinator to join their team. As an IFA Administrative Coordinator, you will play a vital role in supporting the Financial Planners and providing high-quality administrative support.You will be responsible for managing...
-
Ifa Administrator
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA 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 true then this...
-
Ifa Administrator
4 weeks ago
Glasgow, United Kingdom CV-Library Full timeIFA 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 true...
-
IFA Administrator
3 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA AdministratorGlasgowUp 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 true then this may be...
-
Ifa / Client Support Administrator
2 weeks ago
Glasgow, United Kingdom Aspire Executive Search Full timeIFA 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
1 week ago
Glasgow, United Kingdom Heat Recruitment Ltd Full timeIFA AdministratorGlasgowUp 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 true then this may be...
-
IFA Administrator
3 weeks ago
Glasgow, United Kingdom Heat Recruitment Full time €28,000IFA 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 true then...
-
IFA Administrator
3 weeks ago
Glasgow, United Kingdom Heat Recruitment Full time €28,000IFA 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 true then...
-
IFA Administrator
3 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA 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 true then...
-
IFA Administrator
3 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeJob 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...
-
IFA Administrator
2 weeks ago
glasgow, United Kingdom Heat Recruitment Full timeJob 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...
-
IFA Administrator
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA AdministratorGlasgowUp 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 true then this may be...
-
IFA Administrator
4 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeIFA AdministratorGlasgowUp 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 true then this may be...