Ifa (Aberdeen)

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 Aberdeen, they are seeking a skilled IFA Administrator to...

Idex Consulting have a new opportunity for an IFA Administrator to join a large, modern IFA Practice in Aberdeen. You will be part of a team providing supporting a team of Financial Advisers, which includes the Company Directors - Using IO system and a variety of platforms - Obtain quotes, illustrations, product information and appropriate paperwork -...

A highly respected IFA firm is seeking an experienced Paraplanner or senior IFA support to join their team in Aberdeen. This role involves preparing Suitability Reports, liaising with product providers, and providing technical support. Ideal candidates will have a solid background in Pensions and Investments, with strong report writing skills. The firm...

An excellent opportunity has arisen for an experienced Financial Adviser to join a highly successful practice with offices in Aberdeen (although most of the staff are still comfortably working from home). This particular practice has continued to grow and due to a pending retiral requires a new adviser to inherit their client bank. Your role will be to give...

**£65,000 to £80,000** Are you looking for a flexible home-based role earning up to £80,000, a generous bonus scheme and an extensive benefits package, including private medical, death in service and critical illness cover. A high net worth client bank will be provided - peopleunderstandably rarely leave this company except to retire If you are an...

A regional financial advisory firm in Aberdeen seeks an IFA Paraplanner to assist private clients with comprehensive financial advice, including investments and retirement planning. The successful candidate will focus on report writing, working closely with Financial Planners, and conducting thorough research on funds and products. Experience in a similar...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: - Prepare suitability reports - Using IO system and a variety of platforms -...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Using IO system and a variety of platforms - Obtain quotes,...

My client is a reputable award winning organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for...