All jobs near Scotland

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 1 day 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
• £32000 - £39000 per annum
• Posted 6 days 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,...

• Edinburgh
• £25000 - £32000 per annum
• Posted 7 days ago

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an IFA Administrator. Key Responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client product detai...

• Edinburgh
• Negotiable
• Posted 9 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...

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted 9 days 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...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted 9 days 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 ...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 9 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...

• Glasgow
• £32000 - £35000 per annum
• Posted 9 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a new, modern IFA Practice in Glasgow City Centre. Probably the most flexible administration role we have ever advertised, this firm are very open to working patterns and home working any time. You will be part of a brilliant...

• Edinburgh
• £28000 - £32000 per annum
• Posted 9 days ago

Our Client a National Financial planning business is looking for an experienced Financial administrator to join their 3rd Party Business Processing Team which is part of the Wealth Planning area of the Business and specifically deal with client assets held with Third Party Providers (custody and ...

• Edinburgh
• £25000 - £30000 per annum
• Posted 28 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 30 days 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,...

• Edinburgh
• £32000 - £38000 per annum
• Posted about 1 month 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, ...

• Edinburgh
• £25000 - £33000 per annum
• Posted about 2 months ago

Idex Consulting are working with an 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 and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have e...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 2 months ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 3 months 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...

• Edinburgh
• £30000 - £34000 per annum
• Posted 3 months 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...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 3 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...