ifa admin support jobs in Glasgow

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.

You will be providing support to the team of financial planners, mainly to private clients.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc.

You will have experience of working with stakeholders and operators in a passenger transport environment to deliver value added services.

You will have knowledge of school transport and robust service provision.

You will have experience of using modern technology.

You will have good interpersonal, communication and organisational skills.

Location Glasgow Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89233 Job Title: IFA Administrator Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The...

We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include: - Significant B2B sales experience within the UK financial advice sector - Experience within a national sales role covering Scotland & Northern Ireland simplybiz is the UK’s leading provider of compliance and business...

Location: Glasgow City Centre Hours: Monday to Friday - 8.30am to 5pm Salary: 26K to 28K dependant on experience Are you highly organised, detail-oriented, and passionate about supporting a fast-paced recruitment environment? We're looking for a Recruitment Administrator to join our thriving team within a leading recruitment agency. What you'll do: Screen CVs against set criteria to identify...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You will apply your knowledge through live labs that reflect workplace environments, giving you the practical experience needed to move into a network-focused role. Step 4 – Job PlacementOnce qualified, our recruitment team works with you directly to prepare applications, set up interviews, and secure your first role in network engineering.

Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for their clients or an opportunity to...

Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...

An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...

You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports

You will have a hybrid working arrangement.

You must have 1 years + experience as an IFA administrator to be successful in your application.

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 leading corporate organisation focus-sing on wealth...

Job description Idex have partnered with a boutique wealth management company who are looking for a Chartered 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, competent and...

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 by highly qualified, competent and experienced...

My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around...

You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.

You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.

Job description Idex have partnered with a wealth management company with an office in East Kilbride 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 central belt and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified,...

You will mainly be providing support to the team of financial planners.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)

Job description Wealth Management Administrator Salary: £32, - £38, Location: Glasgow Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. This is an office-based role (hybrid), and the successful candidate will seek to gain an...