IFA Administrator

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

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 -...

**IFA Administrator** **Glasgow** **Permanent** **£23,000 - £32,000 DOE** Do you have experience offering administrative support within a financial services organisation? Maybe you have financial services customer service experience, looking to transfer into a more technical administration role? CORE Talent Solutions is delighted to be partnering with...

IFA Support Administrator Glasgow Salary up to £32k, a strong element of home working. (100% home working if required for the right individual) and competitive Benefits.Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a...

Are you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team. Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a...

Are you an experienced IFA Administrator looking for a challenge in the Glasgow area? If so, and you have a passion for financial services and a strong commitment to delivering exceptional service, then this opportunity is perfect for you! Our client, a well-established firm of Independent Financial Advisers based in Clydesbank who are directly authorised...

Job Opportunity: Senior IFA AdministratorWe are seeking an experienced and skilled Senior IFA Administrator to join our team in Glasgow. As a key member of our administration team, you will be responsible for providing high-quality support to our IFA practice.Key Responsibilities:Process applications and chase outstanding information in a timely and...

Job Opportunity: Senior IFA AdministratorWe are seeking an experienced and skilled Senior IFA Administrator to join our team in Glasgow. As a key member of our administration team, you will be responsible for providing high-quality support to our IFA practice.Key Responsibilities:Process applications and chase outstanding information in a timely and...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Glasgow. As a key member of our team, you will be responsible for providing administrative support to our sales team, ensuring the smooth day-to-day operation of the office, and providing exceptional client service.Key ResponsibilitiesProcess...

Exciting Opportunity for a Senior Technical IFA AdministratorOur client, a leading provider in wealth management advice, is seeking a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team. This is a unique opportunity to join a leading corporate organisation focused on wealth management with scope for progression in...

IFA Administrator, Specialising in Compliance **Location**:Glasgow** To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. **Responsibilities**: - Maintain compliance monitoring plan for group of companies - Assist Head of...

Job Title: Senior Technical IFA AdministratorJob Summary: We are seeking a highly experienced IFA administrator or paraplanner to join our rapidly expanding Glasgow team, providing support to our advisers in wealth management.Key Responsibilities:Experience of writing suitability reports and research on behalf of advisersDiploma qualification or progress...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh or 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 I.O. system and have experience with a variety of...

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 reports - Obtain quotes, illustrations, product information and appropriate paperwork -...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

A fantastic opportunity has arisen for an experienced IFA Administrator, with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by...

Exciting Opportunity in Wealth ManagementOur client, a leading provider in wealth management advice, is seeking a highly experienced IFA administrator or paraplanner to join their Glasgow team. This is a unique opportunity to work with a corporate organisation focused on wealth management, with scope for progression in the years to come.Key...

Exciting Opportunity in Wealth ManagementOur client, a leading provider in wealth management advice, is seeking a highly experienced IFA administrator or paraplanner to join their Glasgow team. This is a unique opportunity to work with a corporate organisation focused on wealth management, with scope for progression in the years to come.Key...

A new opportunity has arisen for a Senior IFA support for a successful small IFA in the outskirts of Glasgow. - You will be responsible for providing tailored support to Advisers - Diary management, co-ordinating the Financial Adviser diary and acting as first point of contact clients requesting first time appointments, ad hoc appointments, and annual...

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...