-
Ifa Admin, Glasgow
1 week ago
Idex Glasgow, United KingdomClient 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, Glasgow
5 hours ago
IDEX Consulting Ltd Glasgow, United KingdomClient 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
1 week ago
IDEX Consulting Glasgow, United KingdomIdex 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
6 days ago
Idex Glasgow, United KingdomIdex 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/Parapla ...
-
Ifa Admin, 4 Opportunities Available
1 week ago
Idex Glasgow, United KingdomIdex 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 ...
-
IFA Admin
1 week ago
Meraki Talent Ltd Glasgow, United KingdomCompetitive Salary · Permanent · 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 admin ...
-
IFA Admin
1 week ago
Meraki Talent Ltd Glasgow, United KingdomFinancial 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
1 week ago
Idex Glasgow, United KingdomIdex 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
4 days ago
Idex Glasgow, United KingdomIdex 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
1 week ago
IDEX Consulting Clydebank, West Dunbartonshire, United KingdomIdex 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. · We are looking for someone to provide high quality technical financial services admini ...
-
IFA Admin/Trainee Paraplanner
1 week ago
Idex Glasgow, United KingdomIdex 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
1 week ago
Idex Glasgow, United KingdomIdex 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 ...
-
Financial Advisor
4 days ago
Vision-FS Recruitment Glasgow, United KingdomFinancial Advisor / Independent Financial Advisor · Location: Nationwide Roles · Minimum Requirements: Level 4 Diploma in Regulated Financial Planning · Salary: OTE £150k-£200k · Un-Capped Earnings Potential · YOUR NEW COMPANY · A boutique Financial Planning business seeks to exp ...
-
Financial Adviser
2 days ago
Eden Scott Glasgow, United KingdomA 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
2 days ago
Eden Scott Glasgow, United KingdomA multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the mar ...
-
Financial Adviser
2 days ago
Eden Scott Glasgow, United KingdomA multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare oppor ...
-
Senior Financial Adviser
1 week ago
Eden Scott Glasgow, United Kingdom Part time, Full timeMy client is a highly prestigious and reputable firm based in Glasgow city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. · The company are an exceptionall ...
-
Paraplanner
6 days ago
Idex Glasgow, United KingdomIdex 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 ...
-
HNW Financial Adviser/Financial Planner
1 week ago
Eden Scott Scotland, United KingdomA 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- ...
IFA Admin - Glasgow, United Kingdom - Meraki Talent Ltd
Description
Financial Planning AdministratorCompetitive SalaryPermanentGlasgow 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, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Responsibilities:
Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
Background:
Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you'