Junior Financial Adviser/ Trainee IFA
7 days ago
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base.This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client base - ideal for an experienced paraplanner wanting to make the next step.They may also consider someone very close to obtaining diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support.The company has grown over the past few years adding to their already impressive existing client portfolio. Their outstanding reputation along with quality of service provided has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries.With these changes, they seek an ambitious, client focussed and motivated invidiual with their diploma and client management experience to train up to be an adviser. Alternatively to smoothly transition to such a role perhaps from a tied environment to break out of a Corporate atmosphere and learn other products or experienced Paraplanner to do beyond reports.They would offer support when making the move to such a role with initial periods of up to a year if needed to learn the ropes if moving straight in to advice with no experience before - as long as the desire is there. A competitive salary, benefits package, clients and OTE earnings is on offer but all open to negotiations.
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Financial Adviser, IFA
1 week ago
Glasgow, United Kingdom Eden Scott Full timeEden 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...
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Ifa Administrator
2 weeks ago
Glasgow, United Kingdom Financial Careers Ltd Full time**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...
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Ifa Admin
7 days ago
Glasgow, United Kingdom Idex Full timeIdex 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 -...
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Senior IFA Admin
3 weeks ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeIdex 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 reportsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual...
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Ifa Sales Support
5 days ago
Glasgow, United Kingdom Simple Financial Services Ltd Full time**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...
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Glasgow, United Kingdom Eden Scott Full timeMy client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate...
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Ifa Administrator
3 days ago
Glasgow, United Kingdom Ortus Psr Full time**IFA Administrator** **Location: Glasgow** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
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Ifa
1 week ago
Glasgow, United Kingdom Idex Full timeAn 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...
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Ifa Relationship Manager
2 weeks ago
Glasgow, United Kingdom Ortus PSR Full time**IFA Relationship Manager** **Location: Glasgow** **Salary: £50,000 - £60,000** This is an exciting opportunity for a new IFA Relationship Manager to join a financial planning firm with a fantastic reputation. **Responsibilities** - Contribute to and own the sales strategy for division, meet and exceed targets - Develop the sales budget for the...
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IFA Support
7 days ago
Glasgow, United Kingdom IDEX Consulting Full timeJob description Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre.You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directorso Prepare suitability reportso Using IO system and a variety of platforms - in particular...
