Trainee IFA Administrator jobs in Glasgow

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 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

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...

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....

You will manage day‐to‐day responsibilities for advisers and clients while also helping to automate and digitise our reporting and processes.

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 will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements! Skills and experience were looking forAbility to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.

Job Description Watkin Jones are pleased to share an outstanding opportunity for a Trainee Quantity Surveyor to join our Commercial team. This is an exciting opportunity to be part of our 784-bed purpose-built student accommodation (PBSA)-led, mixed-use development, The Ard in Glasgow, which will transform Portcullis House, a brownfield site at Charing Cross, through a major regeneration...

A leading wealth management firm in Glasgow is looking for an IFA Administrator to provide exceptional pre-and post-sales support to Financial Advisers. This role involves accurately processing client documentation, managing day-to-day adviser and client needs, and enhancing client service by automating and digitising processes. The ideal candidate will have a strong focus on client satisfaction...

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...

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.

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assisting a team of financial advisers Responding and forwarding on queries sent into our centralised enquiry...

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...

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 clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations...

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 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.

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.

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...

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 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)

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...