All jobs near Scotland

Found 11 jobs
    • Aberdeen
    • £20000.00 - £25000.00 per annum
    • Posted 12 days ago

    Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice 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. Some of the duties are: Prepare suitabil...

    • Glasgow
    • £28000.00 - £35000.00 per annum
    • Posted 12 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
    • £32000 - £38000 per annum
    • Posted 12 days ago

    Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

    • Glasgow
    • £28000 - £36000 per annum
    • Posted 12 days ago

    Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. 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. Some of the duties are: Prepare suitabili...

    • Edinburgh
    • £25000 - £30000 per annum
    • Posted 12 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
    • £26000.00 - £34000.00 per annum
    • Posted 19 days 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...

    • Clydebank
    • £26000.00 - £30000.00 per annum
    • Posted 19 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...

    • Edinburgh
    • £28000 - £34000 per annum
    • Posted about 1 month ago

    We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Edinburgh. 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, new cli...

    • Edinburgh
    • £25000.00 - £32000.00 per annum
    • Posted about 2 months ago

    Idex Consulting are recruiting for an experienced Client 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 Processing ...

    • Edinburgh
    • £25000 - £30000 per annum
    • Posted 2 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 and writing suitability letters etc. Ideally you will have had exposure to the I.O. system a...

    • Aberdeenshire
    • £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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