Job description 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 clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...
You will be providing support to the team of financial planners, mainly to private clients.
You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.
You will navigate and transact on financial provider's websites, attaining policy information from providers etc.
You will also manage paperwork, update records, arrange deliveries, and often resolve queries, making you crucial for customer satisfaction and sales efficiency. Salary 25-30k, contributory pension, 37 hours per week (8am - 5pm Mon/Thu 8am - 12pm Fri) 30 mins lunch, 24 days holiday plus 5 public holidays.
We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include: - Significant B2B sales experience within the UK financial advice sector - Experience within a national sales role covering Scotland & Northern Ireland simplybiz is the UK’s leading provider of compliance and business...
Location Glasgow Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89233 Job Title: IFA Administrator Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The...
A global law firm in Glasgow is looking for an administrative support candidate who will work in a hybrid model, providing assistance to Practice Support Executives. Responsibilities include organizing schedules, maintaining client databases, and general administration tasks. The ideal candidate should possess strong organizational skills, be adaptable in high-stress environments, and motivated...
Office Administrator / Legal Support Assistant Full-time or 4 days per week | Office-based (Glasgow) | 25,000 A well‑respected Glasgow law firm is looking for a highly organised and proactive Office Administrator to join their close‑knit team. This role is ideal for someone who enjoys variety, takes initiative, and can keep a busy legal office running smoothly. Legal admin experience is...
Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for their clients or an opportunity to...
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported. In addition, you will be provided with study support for CII qualifications and a competitive salary.
My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth...
A financial services firm in Glasgow is seeking an IFA sales support professional to join their dynamic team. This role involves producing client valuations, suitability reports, and assisting with new business transactions. Applicants must have experience in an IFA practice and be familiar with compliance protocols. The position offers significant growth potential within a supportive...
You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports
You will have a hybrid working arrangement.
You must have 1 years + experience as an IFA administrator to be successful in your application.
Job description Idex have partnered with a boutique wealth management company who are looking for a Chartered 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...
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...
My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around...
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, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations...
Job description 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...
Job description Idex have partnered with a wealth management company with an office in East Kilbride 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 central belt and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified,...
Job description Wealth Management Administrator Salary: £32, - £38, 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 an office-based role (hybrid), and the successful candidate will seek to gain an...