IFA

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...

Job 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...

**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...

**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,...

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...

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you thrive in a fast-paced environment where attention to detail and excellent communication skills are essential? If so, we have the perfect role for you. We are recruiting on behalf of leading IFA firm based in Glasgow, they are seeking a skilled fully remote IFA...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser.Role & Responsibilities:Supporting and assisting a team of financial advisersResponding and forwarding on...

**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...

**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...