More jobs:
IFA Admin
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-01-15
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Aаты_DIPSETTING multitude amazing opportunity for an IFA sales support role in Glasgow. The firm is keen on development and offers growth potential for those interested in paraplanning or advisory. In return, you will work within an amazing team and have a huge amount of growth potential if desired.
Responsibilities- Producing valuations and annual review letters to clients.
- Producing suitability reports for investment bonds, GIAs, ISAs, protection and pensions; collating and pre‑populating application forms, illustrations and appropriate paperwork to be issued with the reports.
- Transacting new business, fund switches, etc. via platform providers.
- Input of new business and scanning mail to clients via Intelligent Office.
- Collating information from existing platforms/providers.
- Providing assistance to Directors/IFAs for client meetings with compliance paperwork.
You MUST have worked within an IFA practice to be considered.
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