Are you a driven individual with a passion for customer service and a desire to grow within the financial services industry?
This is your chance to work with a leading financial services firm that specialises in mortgages and protection, helping clients secure their future with the right advice.
Posted by IDEX Consulting Ltd • £65K/yr to £80K/yr
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
Award-winning Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Chartered IFA to join their team.
You will work with the business's existing client portfolio whilst continuing to deal with your own connections.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills.This role is based in either our Glasgow or Edinburgh office and will require some travel in-between offices.
Our busy Billing Team is looking for a Billing Administrator to join a central finance resource supporting partners in dealing with pre/post-billing related administrative activities.
About the role
You'll be monitoring Partner & client portfolio of bills issued and ensure bills are dispatched within the firms policy timeframe.
Posted by IDEX Consulting Ltd • £50K/yr to £55K/yr
General
Join a niche financial planning business as a Senior Paraplanner, supporting one financial planner in providing top-notch services to clients with £1m - £5m portfolios.
Exciting Opportunity in City Centre Glasgow!
Key Responsibilities
- Analyse and prepare financial reports with precision using the IO system.