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Ifa Administrator
1 day ago
CORE Talent Solutions Glasgow, United Kingdom**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 techni ...
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Ifa Administrator
1 week ago
IDEX Consulting Ltd Glasgow, United KingdomAn IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. · Working as an IFA Administrator the firm will look to move you will be responsible for: ...
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Ifa Administrator
1 day ago
GCB Agency Recruitment Glasgow, United KingdomLocation: · Scotland, Glasgow City · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · £21,000 - £27,000 basic · - Published: · - Expiry date: · We are currently looking for a Financial Planning Administrator to join our clients. Their independent finan ...
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Ifa Administrator
2 days ago
Reed Insurance Glasgow, United Kingdom**Looking for a new IFA Administration opportunity to start 2023 with?** · **Fantastic New IFA Administration Opportunity in Glasgow** · **Hybrid/WFH - Early finish on Friday** · **Salary up to £30K DOE plus excellent benefits package** · Our client is an established Financial Pl ...
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Ifa Administrator
1 week ago
Templegate Glasgow, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Financial Services Administrator · **Location**: Glasgow · **Benefits**: · - Death in Service 4 x salary · - PMI including optical and dental cover · - PHI 75% of salary/26 week deferred pe ...
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Ifa Administrator
1 week ago
Independent Resourcing Consultancy Glasgow, United Kingdom**IFA Administrator**: · - Job Reference: 1451 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Glasgow · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Tele ...
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Ifa Administrator
1 week ago
JohnstonGreer Glasgow, United KingdomIFA Administrator · To £25,000 plus benefits · IFA Administrator required by this growing wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking. · Support ...
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Ifa Administrator
3 days ago
Reed Insurance Glasgow, United Kingdom**Are you looking for a new IFA Administration opportunity to start the New Year with?** · **Fantastic New IFA Administration Opportunity in Glasgow** · **Salary up to £30K DOE plus excellent benefits package** · Our client is a well-respected Financial Planning business who are ...
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Ifa Administrator
1 day ago
Idex Glasgow, United KingdomAn IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. · Working as an IFA Administrator the firm will look to move you will be responsible for: ...
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Ifa Administrator
1 week ago
IDEX Consulting Ltd Glasgow, United KingdomIdex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Glasgow. · You will be part of a team providing support to three financial advisers, which includes the company director · - Prepare suitability reports · - Using Intell ...
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Ifa Administrator
4 days ago
Finlink Ltd Glasgow, United KingdomAn excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. · This company are an independent financial advisory firm based ...
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Ifa Administrator
1 week ago
Finlink Ltd Glasgow, United KingdomAn excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. · This company are an independent financial advisory firm based ...
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Ifa Administrator
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 have a lovely new office in Glasgow city centre. · They are looking for someone to ...
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Ifa Administrator
5 hours ago
Capio Recruitment Glasgow, United Kingdom**Job Title: IFA Administrator** · **Salary: £21,000 - £25,000** · **Location: Glasgow** · This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. · They place an emphasis on client care and prov ...
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Ifa Administrator
5 hours ago
Idex Glasgow, United KingdomIdex 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 w ...
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Trainee Ifa Administrator
2 days ago
MB Fitzgerald Glasgow, United Kingdom**Trainee IFA Administrator - Entry level opportunity - Glasgow - up to £23,000 plus company benefits** · MBF are currently working closely with a well established, National Wealth Management organisation who are looking to recruit a Junior IFA Administrator for their Financial P ...
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Ifa Administrator
1 day ago
Antonine Investment Managers Grangemouth, United Kingdom**About Us**: · Antonine Investment Managers are a well-established and growing Chartered Financial Planning firm based in Grangemouth. We provide bespoke advice and solutions that help our clients meet their financial needs. We pride ourselves on our commitment to delivering the ...
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Senior Ifa Administrator
6 days ago
Idex Glasgow, United KingdomA 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 contac ...
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IFA Administrator
6 days ago
Clayton Davies Glasgow, United KingdomOur client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. · Key Responsibilities: · Maintenance ...
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IFA Administrator
6 days ago
Meraki Talent Ltd Glasgow, United KingdomIFA 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 ...
IFA Administrator - Clydebank, United Kingdom - Idex
Description
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.
We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
In addition, you will be provided with study support for CII qualifications and a competitive salary.
Candidates need to have previous experience within a Financial Planning role and a professional communication manner.
Working towards your diploma in financial services is desired.
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.