All jobs near Scotland

Found 19 jobs
    • Aberdeenshire
    • £22000.00 - £30000.00 per annum
    • Posted 5 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...

    • Glasgow
    • £30000.00 - £35000.00 per annum + benefits package
    • Posted 11 days ago

    The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a lar...

    • Glasgow
    • £27000.00 - £35000.00 per annum + excellent bonus
    • Posted 13 days 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...

    • Glasgow
    • £30000.00 - £35000.00 per annum + benefits package
    • Posted 16 days ago

    Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day man...

    • Glasgow
    • £30000.00 - £35000.00 per annum
    • Posted 17 days ago

    Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

    • Edinburgh
    • £18000.00 - £24000.00 per annum
    • Posted 17 days ago

    A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

    • Glasgow
    • £28000.00 - £35000.00 per annum
    • Posted 19 days 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 ...

    • Aberdeen
    • £25000.00 - £30000.00 per annum
    • Posted 20 days 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 ...

    • Aberdeen
    • £25000.00 - £30000.00 per annum
    • Posted 20 days 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
    • £25000.00 - £30000.00 per annum
    • Posted 20 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: Preparing valuations Processi...

    • Glasgow
    • £25000.00 - £28000.00 per annum
    • Posted 23 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...

    • Glasgow
    • £24000.00 - £32000.00 per annum
    • Posted 25 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
    • £28000.00 - £30000.00 per annum + Excellent benefits package
    • Posted 27 days 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 27 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. We are looking for someone to provide high quality technical financial services administration and analyti...

    • Glasgow
    • £25000.00 - £30000.00 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. 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 about 1 month 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...

    • Edinburgh
    • £18000.00 - £19000.00 per annum
    • Posted 2 months 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 3 months 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 3 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...

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