Senior Ifa Support

**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,...

Job description 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 brilliant team providing supporting a team of financial advisers, which includes the company directorso Prepare suitability reportso Using IO system and a variety of platforms - in particular...

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 clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating...

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...

OverviewA 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.ResponsibilitiesProducing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions....

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful 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 reportsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual...

**About us** Based in the West End of Glasgow, providing Independent Financial Advice for over 24 years. The opportunity has arisen for an IFA Sales Support to join our well-established Financial Services practice in West End of Glasgow which has provided a highly personalised financial planning and investment management service to our clients over the...

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 system, but anything...

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...

Idex Consulting have a brand new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow. You will be joining a highly experienced team providing supporting a team of financial advisers, which includes the company directors - Processing of daily commissions and fee income. - Using IO system and a variety of platforms - Obtain...