All jobs near Glasgow City in the Financial Services sector

• Glasgow
• £25000 - £30000 per annum
• Posted 3 minutes ago

IDEX Consulting are looking to recruit a Client Service Associate (New Business) on behalf of a leading national IFA to join their Client Services team. You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and intern...

• Glasgow
• £28000 - £32000 per annum
• Posted 1 day ago

An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow. This role would suit someone who is looking to build a long-term career within Financial Services Administration. The role Processing and...

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted 1 day ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Glasgow
• £65000 - £80000 per annum + car allowance + bonus
• Posted 6 days ago

I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, ex...

• Glasgow
• £40000 - £50000 per annum
• Posted 7 days ago

We are seeking an experienced Advice/Compliance File Checker to join an established financial services business. The role will involve reviewing Adviser files, suitability reports and recommendations to ensure advice is suitable, compliant and meets regulatory and internal standards. You will pro...

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted about 1 month ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Glasgow
• £48000 - £54000 per annum
• Posted about 2 months ago

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 lette...

• Glasgow
• £75000 - £90000 per annum
• Posted about 2 months ago

Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100. The practice offers a fully-supported environment with...

• Glasgow
• £70000 - £90000 per annum
• Posted about 2 months ago

A fantastic opportunity has arisen for a number Financial Planner's to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates shoul...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 2 months 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...

• Glasgow
• £60000 - £65000 per annum + Bonus
• Posted about 2 months ago

An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to continued growth, our client is expanding its Wealth team and is looking to appoint an experienced Financial Adviser to provide ongoing advice to an established portfolio o...

• Glasgow
• £35000.00 - £45000.00 per annum + Bonus
• Posted 2 months ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role...

• Glasgow
• £50000.00 - £60000.00 per annum + Bonus
• Posted 2 months ago

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplan...

• Glasgow
• £50000 - £55000 per annum
• Posted 2 months ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? Career Growth: Structured development programmes, funded qualifications (CII), and...

• Glasgow
• £25000 - £30000 per annum
• Posted 3 months ago

Idex Consulting is recruiting for an IFA Administrator 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 effective and efficient at...

• Glasgow
• £30000 - £35000 per annum
• Posted 3 months ago

My client is currently looking for an IFA Administrator to join their team in Glasgow. The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to clients. The successful candidate will be responsible for the completion of all ad...

• Glasgow
• £70000 - £90000 per annum + Excellent benefits package
• Posted 3 months ago

A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flex...