All jobs near Glasgow in the Financial Services sector

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 5 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Glasgow
• £65000.00 - £70000.00 per annum + Excellent benefits package
• Posted 6 days ago

Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning t...

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted 6 days 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
• £40000 - £45000 per annum
• Posted 6 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 11 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 ...

• Glasgow
• £45000 - £54000 per annum + benefits package
• Posted 11 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Glasgow
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 12 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, s...

• Glasgow
• £28000 - £33000 per annum
• Posted 20 days ago

Idex Consulting have 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 will ...

• Glasgow
• £27000 - £32000 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large National Financial Planning Firm with stunning offices in Glasgow City Centre. You will be part of a team providing supporting financial advisers. Prepare suitability reports Using IO system and a variety of platforms...

• Glasgow
• £32000 - £38000 per annum
• Posted 20 days ago

My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche business and their clients typically have £1m - £5m po...

• Glasgow
• £40000.00 - £45000.00 per annum + Bonus
• Posted 28 days ago

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this ...

• Glasgow
• £30000.00 - £35000.00 per annum + Bonus
• Posted about 1 month ago

Highly regarded law firm in Glasgow city centre is looking for a high quality IFA administrator to join the wealth division. You will be involved in a large number of ultra high net worth cases, dealing with the clients and providing technical support to the advisers. Ideally working towards dipl...

• Glasgow
• £60000.00 - £65000.00 per annum + Bonus
• Posted about 1 month ago

Financial Planner | £65,000 DOE + Bonus | Glasgow / Hybrid We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and se...

• Glasgow
• £40000 - £45000 per annum
• Posted about 1 month ago

This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions. This established, whole-of-market firm prides itself on providing tailored, unbia...

• Glasgow
• £60000 - £80000 per annum + Bonus
• Posted about 1 month ago

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth ...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted about 1 month 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
• £26000 - £34000 per annum
• Posted about 2 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
• £50000.00 - £65000.00 per annum + Excellent benefits package and bonus
• Posted about 2 months ago

Financial Advisor - Home-Based | Award-Winning National Firm - Scotland An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. Th...

• Glasgow
• £80000 - £90000 per annum + Bonus
• Posted about 2 months ago

The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilit...