All jobs near Scotland

Found 16 jobs
    • Glasgow
    • £24000.00 - £32000.00 per annum
    • Posted 2 days ago

    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 ...

    • Glasgow
    • £30000 - £40000 per annum
    • Posted 4 days ago

    An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the ...

    • Glasgow
    • £28000.00 - £34000.00 per annum
    • Posted 4 days ago

    We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Glasgow (Hybrid). The Role Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, ...

    • Edinburgh
    • £18000.00 - £19000.00 per annum
    • Posted 17 days ago

    A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Pr...

    • Glasgow
    • £25000.00 - £30000.00 per annum + Excellent benefits package
    • Posted about 1 month ago

    Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You wil...

    • Aberdeen
    • £22000.00 - £30000.00 per annum
    • Posted about 1 month 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...

    • Aberdeenshire
    • £22000.00 - £30000.00 per annum
    • Posted about 2 months 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...

    • Glasgow
    • £27000.00 - £35000.00 per annum + excellent bonus
    • Posted 2 months ago

    This is a fantastic opportunity for an ambitious experienced Administrator, looking to join a fast-growing and dynamic company. Working on a diverse range of assignments across trustee governance, scheme secretarial support and wider pension scheme related projects. Working as part of a dedicated...

    • Aberdeen
    • £25000.00 - £30000.00 per annum
    • Posted 2 months ago

    Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. 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: Using IO system ...

    • Edinburgh
    • Up to £28000.00 per annum
    • Posted 2 months ago

    My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract. To provide full administrative support to Financial Planners and /or Investment Managers, ...

    • Glasgow
    • £28000.00 - £30000.00 per annum + Excellent benefits package
    • Posted 3 months ago

    IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities: Maintain compliance monitoring pla...

    • Clydebank
    • £26000.00 - £30000.00 per annum
    • Posted 3 months 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. We are looking for someone to provide high quality technical financial services administration and analyti...

    • Edinburgh
    • £25000.00 - £30000.00 per annum
    • Posted 3 months ago

    Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. 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 I.O...

    • Glasgow
    • £25000.00 - £30000.00 per annum + Excellent benefits package
    • Posted 3 months 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. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new of...

    • Glasgow
    • £23000 - £30000 per annum + Excellent benefits package
    • Posted 3 months ago

    The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

    • Glasgow
    • £28000.00 - £32000.00 per annum + flexible working
    • Posted 3 months ago

    One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow. Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth manageme...

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