Part Time Ifa Admin 3 Days Per Week

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...

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 -...

We are a specialist provider of integrated systems throughout the UK, installing Structured Cabling and Audio Visual systems **Job Description**: Working 16 Hours a week (flexible days/hours worked) in the office and responsible for general admin duties and dealing with the purchase ledger, ensuring invoices are processed and reconciling supplier...

Idex Consulting have 5 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a number of...

This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionalsacross the UK they are the market leader in the industry and have been supporting their clients for over...

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...

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,...

IFA Administrator - Glasgow Up to £25,000 (pro rata) - plus benefits IFA Administrator required by a growing wealth management firm based in Glasgow. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a number of...

Would you like to join a team whose major goal is to better the planet and the environment on a global scale? Working in a beautiful office in **Glasgow **with a close-knit team and a terrific culture for a growing and successful real estate company. They are seeking a **Part -Time** skilled** Administrator** to join thePortfolio Team. You should have...

**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...

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...

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...

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...

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 -...

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...

A very exciting opportunity has arisen for a fully remote IFA Administrator. You must be within 1 hour of the Glasgow office to attend meetings from time to time. The role involves: - developing and maintaining good working relations with internal and external contacts - planning, organising and prioritising workload to be completed within agreed service...

Lusona Financial Services are working with a prestigious firm of chartered financial planners in Glasgow. They are looking to recruit someone to join their experienced admin team on a full-time, permanent basis. The business provides financial planning services to individuals, families, and businesses across Scotland. They pride themselves on their status...

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...

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...