All jobs near Scotland
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- Glasgow
- £32000.00 - £38000.00 per annum + Excellent benefits package
- Posted 1 day ago
Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...
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- Edinburgh
- £32000 - £35000 per annum
- Posted 4 days ago
An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...
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- Glasgow
- £30000.00 - £35000.00 per annum + Excellent benefits package
- Posted 8 days ago
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 assistin...
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- Edinburgh
- £30000 - £34000 per annum
- Posted 11 days ago
Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary pap...
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- Glasgow
- £32000 - £40000 per annum + Excellent benefits package and hybrid
- Posted 18 days ago
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, illustrati...
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- Edinburgh
- £35000 - £38000 per annum
- Posted 24 days ago
We are looking for a proactive and detail-oriented Business Assurance Support to join our team on a 12-month fixed-term contract. This role will support the Business Assurance Manager in identifying risks, supporting Advisers and ensuring compliance across the group. Key responsibilities Collate ...
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- Aberdeenshire
- £22000.00 - £30000.00 per annum
- Posted 25 days ago
You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...
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- Glasgow
- £32000 - £38000 per annum + Bonus
- Posted 25 days ago
Wealth Management Administrator Salary: £32,000 - £38,000 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...
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- Edinburgh
- Negotiable
- Posted 26 days ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Edinburgh
- £26000 - £32000 per annum
- Posted about 1 month ago
Idex Consulting is recruiting for an IFA Administrator based in Edinburgh to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effectiv...
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- Glasgow
- £25000.00 - £32000.00 per annum + Excellent benefits package
- Posted about 1 month ago
Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be handling a...
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- Glasgow
- £28000.00 - £34000.00 per annum + Excellent benefits package
- Posted about 1 month ago
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. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office ...
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- Glasgow
- £32000.00 - £38000.00 per annum + Excellent benefits package
- Posted about 2 months ago
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,...
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- Edinburgh
- £32000 - £38000 per annum
- Posted about 2 months ago
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. The successful candidate will seek to gain an understanding of the business model, ...