ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
IDEX Consulting Ltd
Glasgow
Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them.The role will include: Prepare suitability repor
Job Source: IDEX Consulting LtdParadigm Employment Services
Glasgow
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: Paradigm Employment ServicesMeraki Talent Ltd
Glasgow City, Scotland, United Kingdom
IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team,
Job Source: Meraki Talent LtdMeraki Talent Ltd
Glasgow City
Job Description IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integra
Job Source: Meraki Talent LtdIDEX Consulting Ltd
Glasgow
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 any
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including: Investment of new monies Review suitability of existing arrangements Retirement income strategies Defined benefit transfer advice Tax and inheritance tax planning Ann
Job Source: IDEX Consulting LtdFocus Search and Selection
Glasgow
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionPremier Jobs UK Limited
Paisley
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedGlasgow
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
Prepare annual reviews/valuations
Process new business
Liaise with providers
Deal with client queries
You must have experience as an IFA administrator to be successful in your application.There will be loads of scope for progression should you want this either into the paraplanning team or to become a trainee adviser.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA Admin jobs in Glasgow
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.