IFA Admin - Glasgow, United Kingdom - Idex

Ifa Admin

3 weeks ago

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 · ...

Ifa Admin Support

3 weeks ago

We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Glasgow (Hybrid). · **The Role** · - Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validat ...

IFA Admin

4 weeks ago

Financial Planning 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 ...

IFA Admin

3 weeks ago

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 · Ob ...

IFA Admin

1 month ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. · You will provide comprehensive administrative support to enable the advisers to be effectiv ...

Ifa Admin, Amazing Benefits and Hybrid Working

2 weeks ago

Idex Consulting have 5 new opportunities for IFA administrators to join a national brand who are currently expanding. · The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pens ...

IFA Admin/Trainee Paraplanner

3 weeks ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. · They are looking for an individual who is keen to train to become a paraplanner. · Th ...

Ifa Admin, Glasgow

1 week ago

Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. · This is a fantastic opportunity to join ...

IFA Admin/Trainee Paraplanner

1 week ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. · They are looking for an individual who is keen to train to become a paraplanner. · They ...

IFA Admin, 4 opportunities available

3 weeks ago

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. · The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pen ...

IFA Admin, 4 opportunities available

1 month ago

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. · The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pens ...

Pensions Administrator

2 weeks ago

Do you want to be part of something more than just a financial services business? Do you believe everyone, regardless of wealth, should have the opportunity to save and look after their loved ones? Do you want to be part of something that has been here for 160 years and help it b ...

Senior IFA

3 weeks ago

My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically st ...

Financial Adviser

4 weeks ago

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium te ...

Financial Adviser

4 days ago

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW · **Location -**Glasgow · **Rate -** Self-employed · **Duration -** permanent · ...

Complaints Handler

1 week ago

**Complaints / Claims Resolution Advisors** · **Financial Services experience working towards Level 4 Diploma or equivalent** · **Competitive Salary + Up to 25% Performance Bonus + Superb Benefits** · **HYBRID WORKING (ideally 2 days office / 3 days home)** · **Locations availabl ...

Financial Advisor

3 weeks ago

Financial Advisor | Independent Financial Advisor · £80,000 - £200,000 | Un-Capped Earnings · Clients + Leads Provided · Stirling | Surrounding Area · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager whic ...

HNW Financial Adviser/Financial Planner

4 weeks ago

A highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. The right individual would be an adviser with several years' experience having worked with medium- ...