ifa admin support jobs in Glasgow City

You will be responsible for managing client requests, preparing meeting materials, and maintaining accurate records within Intelliflo Office. This role offers an opportunity to work in a dynamic and client-focused environment, contributing to process automation and digitisation efforts.

Overview 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. Responsibilities Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating...

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 workloads, prioritise and multi task to an excellent standard.

A staffing agency in Glasgow is seeking an Admin Officer for a temporary position at the Glasgow Tribunals Centre. This role offers 37 hours a week, Monday to Friday, and includes key responsibilities like managing case files and supporting court operations. Successful candidates will have strong administrative skills, proficiency in Microsoft Office, and the ability to maintain accuracy in...

A global law firm in Glasgow is looking for an administrative support candidate who will work in a hybrid model, providing assistance to Practice Support Executives. Responsibilities include organizing schedules, maintaining client databases, and general administration tasks. The ideal candidate should possess strong organizational skills, be adaptable in high-stress environments, and motivated...

A leading facilities management company in Glasgow is seeking a Business Support Administrator to provide high-quality administrative support to the Senior Leadership Team. The ideal candidate will manage security vetting, coordinate meetings, and organize company events. Essential qualifications include proven administrative experience, strong organisational skills, and proficiency in Microsoft...

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...

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 must act with integrity

You must act with due care, skill and diligence

You must be open and co-operative with the FCA, PRA and other regulators

You must pay due regard to the interests of customers and treat them fairly

You must observe proper standards of market conduct

You must act to deliver good outcomes for clients

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.

A leading wealth management firm in Glasgow is seeking a highly experienced IFA administrator or paraplanner. This role involves supporting advisers, writing suitability reports, and mentoring junior team members. Ideal candidates should have a diploma or be working towards one, along with experience in platforms like Avelo. The firm offers competitive benefits and growth opportunities in a...

A financial services firm in Glasgow is seeking an IFA sales support professional to join their dynamic team. This role involves producing client valuations, suitability reports, and assisting with new business transactions. Applicants must have experience in an IFA practice and be familiar with compliance protocols. The position offers significant growth potential within a supportive...

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.

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.

A leading Financial Advisory group in the UK is seeking an IFA Administrator to support Financial Advisors. This role involves diary management, client liaison, and preparing meeting packs. The successful candidate will join a collaborative team with opportunities for progression and study support. Benefits include private medical insurance, a discretionary bonus, and up to 30 days of holiday....

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...

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 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...

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...

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,...