Ifa Administrator

**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,...

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...

**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...

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...

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...

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...

My Client is successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced IFA Administrator to join their team. THE ROLE - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures - Prioritise workload to ensure all activities are...

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...