Search Results: 728 vacancies
...involved with each client
Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a...
Suggested
Immediate start
Remote job
...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...
Suggested
Immediate start
Remote job
Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding.
The role is extremely... ...satifaction and excellent scope for career progression to paraplanner and beyond.
Visit the IDEX Consulting Ltd website for further...
Suggested
Work at office
Hybrid work
Holiday work
£26k per annum
IFA Administrator To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides advice... ...those that want to study plus career progression as either Paraplanner or professional Administrator.
As the IFA Administrator you...
Suggested
Permanent employment
Flexible hours
£26k per annum
...IFA Administrator To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides... ...for those that want to study plus career progression as either Paraplanner or professional Administrator.
As the IFA Administrator you will...
Suggested
Permanent employment
Flexible hours
...A new opportunity has arisen for a Senior IFA support for a successful small IFA in the outskirts of Glasgow.
You will be responsible for providing tailored support to Advisers
Diary management, co-ordinating the Financial Adviser diary and acting as first point of contact...
Suggested
Flexible hours
IFA Administrator, Specialising in Compliance
To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions.
Maintain compliance monitoring plan...
Suggested
Full time
Flexible hours
...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....
Suggested
Full time
Flexible hours
...My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting... ...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...
Suggested
Work at office
Flexible hours
We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Glasgow (Hybrid).
This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee...
Suggested
Hybrid work
A new opportunity has arisen for a Senior IFA support for a successful small IFA in the outskirts of Glasgow.
Diary management, co-ordinating the Financial Adviser diary and acting as first point of contact clients requesting first time appointments, ad hoc appointments,...
Suggested
Flexible hours
The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow... ...package and will have the opportunity to progress to paraplanner and subsequently IFA if desired.
Visit the IDEX Consulting...
Suggested
City centre
£41k - £55k per annumEstimated
Lusona financial services are recruiting for an experienced paraplanner to join a successful Chartered IFA in Aberdeen city centre. You will be part of an established support team that works with the financial consultants.
This role would suit a paraplanner who likes to be...
Suggested
Permanent employment
City centre
£45k - £50k per annum
...Well respected IFA practice is seeking a new Paraplanner for the team.
This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team.
It would be advantageous if you have...
Suggested
Permanent employment
Full time
Flexible hours
...respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength... ...will be provided with a full client base, adminitrative and paraplanner support. You'd have the ability to manage your own diary as best...
Suggested
Part time
Flexible hours
...highly skilled, experience and technical paraplanner to join their close knit team.
A... ...team of Paraplanners and Sales Support administrators, you will be responsible for research and... ...progress your career within first class IFA and work in a relaxed, professional and...
Immediate start
City centre
...The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow... ...package and will have the opportunity to progress to paraplanner and subsequently IFA if desired.
Visit...
City centre
£40k per annum
...Paraplanner
Glasgow
£30-40K
Monday to Friday (Hybrid working)
Are you looking for an opportunity to join an established firm,... ...knowledge and experience working as a Paraplanner
Excellent administration skills and report writing ability
Recent experience of working...
Permanent employment
Local area
Hybrid work
Working Monday to Friday
...company performance for a highly skilled, experience and technical paraplanner to join their close knit team.
A large amount of the job... .... Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing...
Immediate start
City centre
...to exceed client expectations. Experience within the wealth management arena undertaking a similar position is required - whether it be IFA or another investment manager. Experience with HNW preferred, along with client contact exposure ideally by attending meetings or the...