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IDEX Consulting Ltd
Glasgow
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Pre
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
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: Prepare suitability repor
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
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.Ideally you will have had exposure to the True Potential system, but any
Job Source: IDEX Consulting LtdFocus Search and Selection
Glasgow
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionPremier Jobs UK Limited
Paisley
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Paisley
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedPremier Jobs UK
Blackhall
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple le
Job Source: Premier Jobs UKIDEX Consulting Ltd
Glasgow, Scotland, United Kingdom
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 reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown
Job Source: IDEX Consulting LtdGlasgow, Scotland, United Kingdom
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 professionals.
The firm is Chartered and currently has £400m under management.
This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements.
To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry.
This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start.
IFA jobs in Glasgow, Scotland, United Kingdom
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