Ifa Sales Support

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 -...

Job description 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...

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 clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions....

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide high quality technical administration and analytical...

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...

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 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,...

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...

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...

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...

**B2B Sales Specialist** **Drive Growth: Top Sales Professionals Required for Premier UK Business Club!** **Salary**: £60-70K per annum plus significant commission with realistic OTE £100K + Full time, permanent **Location**: Remote but individuals must be based in central Scotland. Must be prepared to travel extensively in your designated area to...

**Job Title: IFA Administrator** **Location: Glasgow** **Salary: up to £26,000, dependant on experience and skills** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additional member to the client administration department helping with the provision of...

Social network you want to login/join with:Client:Location:Glasgow, United KingdomJob Category:-EU work permit required:YesJob Reference:7dfb78e74f13Job Views:93Posted:14.03.2025Expiry Date:28.04.2025Job Description: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...

Social network you want to login/join with:Client:Location:Glasgow, United KingdomJob Category:-EU work permit required:YesJob Reference:7dfb78e74f13Job Views:111Posted:11.04.2025Expiry Date:26.05.2025Job Description:My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to the expansion of the team,...

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...

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...

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...

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...

A rare opportunity has arisen within this wealth planning firm with offices in central Glasgow. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: - Investment and portfolio construction - Cashflow planning and modelling - Pension and retirement planning - Inheritance tax and estate planning -...

My client is seeking an experienced Financial Planner to join their fast-paced and growing business.With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and the surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases.You will do a handover from one of the...