Senior Ifa Administrator

We 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 -...

Social network you want to login/join with:Senior IFA Administrator / trainee Paraplanner, GlasgowClient:Location:Glasgow, United KingdomJob Category:OtherEU work permit required:YesJob Reference:405896e0b7d4Job Views:101Posted:11.03.2025Expiry Date:25.04.2025Job Description:My client is a highly reputable and well-regarded IFA practice in Glasgow. A new and...

IFA Administrator To £25,000 plus benefits IFA Administrator required by this growing 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. Supporting a Financial Planner you will be responsible for providing full administration...

Financial Planner Support - IFA Administrator - Adviser Support 2 Meraki Talent’s financial services client is actively looking for a IFA Administrator / Financial Planner Support professional to work with their expanding team. The Associate Client Support individual will be responsible for providing direct support to the Financial Planners across a...

Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administrationis your strength, please apply! This is a fantastic opportunity to join a talented team and work with...

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...

Utopian Professional Recruitment are working in partnership with a Glasgow based IFA who are looking to expand their team and recruit an IFA Administrator on a full time, permanent basis. Working as part of a small team, you will provide full administrative support to 2 Directors and Planners if an effective and highly efficient manner. You would be...

Social network you want to login/join with:Senior IFA administrator, Technical Report Writer, GlasgowClient:Location:Glasgow, United KingdomJob Category:OtherEU work permit required:YesJob Reference:c04b9695b302Job Views:98Posted:11.03.2025Expiry Date:25.04.2025Job Description:My client is a highly respected IFA firm based in the centre of Glasgow. A rare...

Social network you want to login/join with:Senior IFA Administrator, Technical Report Writer, GlasgowClient:Location: Glasgow, United KingdomJob Category:OtherEU work permit required: YesJob Reference:c04b9695b302Job Views:121Posted:11.04.2025Expiry Date:26.05.2025Job Description:My client is a highly respected IFA firm based in the centre of Glasgow. A rare...

An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: - servicing existing business - liaison with Providers - valuations and...

An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: - servicing existing business - liaison with Providers - valuations and...

Eden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...

**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...

My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.They are a niche business and their clients typically have £1m - £5m portfolios.You will:Analyse and prepare financial reports,...

**Fantastic New IFA Administration Opportunity in Glasgow - Study Support Provided** Salary up to £29K DOE plus excellent benefits package Our client is a well-respected Financial Advice business who are currently looking for an IFA Administrator to join their support team. With a large client base, they provide investment advice and retirement planning...

**£18,000 - £25,000 - plus benefits** IFA Administrator required by a highly successful wealth planning practice in Glasgow. Due to continued growth, they now require an experienced administrator to join their team. Responsibilities include managing the 'Letters of Authority’ process, valuations, chasing providers for outstanding documentation,...

My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will...

An excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. This company are an independent financial advisory firm based in Glasgow. They are directly authorised and have been up and running for over 20...

Due to expansion, there is a brand new opportunity for an IFA Administrator to join a highly reputable, expanding firm with a 30 year history. They comprise of an experienced team providing advice, both face-to-face and online. We also have a dedicated pensionsteam, with in-depth technical expertise. The firm have a strong ethos of fairness, support and...