IFA 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...

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...

**Role Title**: Senior IFA Administrator **Reports To**: IFA Admin Manager **Location**: Nationwide **Hours of Work**: 35 hours per week **SMCR Function**: Conduct Role **Role Profile**: The Senior IFA Administrator provides high-level pre - and post-sales support to Financial Advisers, ensuring that all client-related tasks are completed accurately,...

My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow.You will be providing support to the team of financial planners, mainly to private clients. You will prepare valuation reports, maintain...

Senior IFA Support - Work from home To £29,000 plus benefits Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Workingfrom Home as the new working...

Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you.Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating...

**IFA Administrator - Glasgow - National Organisation - Exceptional benefits package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Glasgow. The company are a very well known brand with really exciting plans for the future. The focus on the role will be...

**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...

Job description Idex have partnered with a wealth management company with an office in East Kilbride 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 central belt and pride themselves on being true advocates of personal, face-to-face...