Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City.... You must have 1 years + experience as an IFA administrator to be successful in your application. There will be loads of scope...
Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA who will support...
Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth...
A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development... for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then...
and results-driven mindset Adaptable leadership style to support varied experience levels Deep understanding of the advisory... with operational and technical support teams Drive training initiatives and maintain high compliance standards Benefits Include...
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...
in Glasgow on a hybrid basis. Job Responsibilities/Objectives The Client Support Administrator must have experience in IFA... first point of contact for client queries via phone, email, or internal systems - Provide administration support across IFA...
Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior... and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios...
: You will supervise and support Financial Planners / IFA's of varying experience, based in multiple locations. Candidates.... Owing to this growth our client are seeking a Training & Competency Manager to help support trainee Financial Planners...