Ifa Report Writer

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 -...

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 be...

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 be...

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 be...

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 be...

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...

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...

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 team providing supporting a team of financial advisers, which includes the company directors - Prepare suitability reports - Using IO system and a variety of platforms - Obtain quotes, illustrations, product...

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...

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...

**Senior IFA Administrator** £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth, they now require an experienced Administrator to work in their stunning offices and provide support to the company Director. You will work across the full range of Pensions,...

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...

**Bid **Writer** **Glasgow** - **Perth** - Edinburgh** **£** **38,000** - £**45,000 DOE** The Recruitment Bunker are recruiting exclusively for a Bid Writer for a leading privately owned collection of diverse and dynamic forward-thinking companies based in Scotland. Our client is not just seeking a Bid Writer, but a unique individual with a passion for...

RECRUITMENTiQ is working in partnership with a successful firm of independent financial planners in their search for skilled Technical IFA Support. Our client has been operating in the financial services industry for more than a decade and understands the importance of meeting client requirements in a highly compliant manner. With the support of its...

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,...

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Glasgow. You will be part of a team providing support to three financial advisers, which includes the company director- Prepare suitability reports - Using Intelligent Office system and a variety of platforms - Obtain quotes, illustrations, product...

My 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...

My 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...

The opportunity for an experienced Paraplanner to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. **The Opportunity** During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has...

We’re recruiting for a Bid Writer to join our Development Team for a period of 12-months. The Bid Writer will be responsible for the scoping, development and submission of grant funding bids, diverse income streams and business opportunities on behalf of Right There. The tracking of income opportunities and submissions coupled with mapping and...