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📑 Job description 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. I ...

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📑 An outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Key responsibilities of the role will be managing the firm's IFA division in line ...

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📑 My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a lead ...

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📑 Job description 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 comp ...

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📑 An outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Key responsibilities of the role will be managing the firm's IFA division in li ...

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📑 My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. ...

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📑 Job description 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 ...

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📑 Job description An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and ...

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📑 Job description An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. Yo ...

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📑 Job description 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 ...

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📑 Description To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus career progre ...

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📑 Job 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. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new office in Glasgow city centre. ...

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📑 Job description 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 pension scheme. You will be part of a busy team pro ...

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📑 Job description Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided ...

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📑 Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, co ...

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📑 Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, co ...

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📑 Job description 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 pension scheme. <b ...

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📑 Description To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those ...

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📑 A rare new job vacancy has become available with my national client for an experienced Employee Benefits Administrator working from their prestigious Glasgow office, although returning to a hybrid/remote work model. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across al ...

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📑 A rare new job vacancy has become available with my national client for an experienced Employee Benefits Administrator working from their prestigious Glasgow office, although returning to a hybrid/remote work model. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across al ...

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📑 A rare new job vacancy has become available with my national client for an experienced Employee Benefits Administrator working from their prestigious Glasgow office, although returning to a hybrid/remote work model. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across ...

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📑 Job description My client is a well known national IFA practice with a large team of advisers in Scotland. We are looking for a Scottish IFA Sales Manager to lead a team of advisers and to be responsible for and take ownership of the revenue target for the team. You will provide advisers with the support, direction, motivation coaching, me ...

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📑 A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence in their prestigious Glasgow office. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and e ...

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📑 A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence in their prestigious Glasgow office. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth an ...

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📑 My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow. You will be providing support to the team of financial planners, mainly to private clients. You will prepare ...

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📑 Job description An opportunity to work within an Corporate Employee Benefit team, the successful candidate will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products. Responsibilities: Administration of group risk and group pens ...

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📑 I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following:Obtain illustrations, related documentation and forms to support suitability reportsPreparation of draft annual review letters including re-balancing of portfolios, drawdown revie ...

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📑 I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following:Obtain illustrations, related documentation and forms to support suitability reportsPreparation of draft annual review letters including re-balancing of portfolios, drawdown revie ...

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📑 Description £25,000 to £32,000 plus benefits Group Risk Administrator required by this brand name consultancy to deal with a portfolio of group risk and healthcare schemes. The firm is a highly recognised name within the market and continues to grow its regional office. You will be responsible for the day to day running of the schemes in ...

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📑 Job description 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 an ...

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📑 Independent Financial Advisor Competitive Salary Permanent Glasgow Meraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial Ad ...

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📑 After continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advi ...

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📑 Job description An opportunity to work within an Corporate Employee Benefit team, the successful candidate will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products. Responsibilities: ...

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