Ifa Administrator

IFA Administrator - EdinburghUp to £23,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Edinburgh. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners.You will work across the full range of wealth management products and be responsible...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)Edinburgh City Centre | Hybrid PositionPermanent roleSalary: 20k - 24KSearch Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role.The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid.Duties involved in this...

Independent Financial AdviserEdinburghNegotiable Salary + Clients Provided + Bonuses = OT £75,000+A Scottish based IFA / Wealth Planning firm is looking to appoint an experienced IFA in Edinburgh. The role has arisen due to the firm's expansion.There is an excellent lead source along with full Administration and Paraplanning support.In return there is a...

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, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You...

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, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You...

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, writing suitability letters and doing trades.Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You will...

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 valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

Employee Benefits Administrator £26,000 to £32,000 plus benefits Employee Benefits Administrator required by this brand name consultancy to deal with a portfolio of group pension, risk and healthcare schemes. The firm is a highly recognised name within the market and continues to grow its regional office.You will be responsible for the day to day running...

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, writing suitability letters and doing trades.Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You will...

The CompanyEstablished in 2005, Ethical Futures are independent financial advisers, specialising in ethical investment and financial planning. We provide full financial planning services using ethically screened investments with an emphasis on investment and pensions, as well as protection and estate planning. Our service is 100% based around the provision...

ROLE OVERVIEWTEAM OVERVIEWThe role reports into the Assistant Manager within the Department and is based within Edinburgh.PURPOSE OF JOBThe role holder will be responsible in the delivery of effective and efficient trust administration services. These services are to members and clients of International Employee Benefit Plans.Working in a team environment to...

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfinds Ensure client data is accurate and up to date on the...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Preparation of correspondence including general letters...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsDealing with mail, scanning all relevant documentationTyping up of the Client FactfindsEnsure client data is accurate and up to datePreparation of correspondence including general letters and...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsDealing with mail, scanning all relevant documentationTyping up of the Client FactfindsEnsure client data is accurate and up to datePreparation of correspondence including general letters and...

Senior Business Assurance / Quality Review / Compliance / Financial ServicesCompetitive Salary + Up to 25% Performance Bonus + Superb Benefits - Amazing packageEDINBURGH & Home Working (minimum 2 days office based) Must have the level 4 Diploma and wants to work towards Chartered Status A superb opportunity exists to join a leading wealth management...

IFA Administrator / Financial Planning Support / Adviser Support / Client Services / IFA / Financial Adviser / Wealth Management / CII / CISI / DipPFS / DipFA / Sales support **Location -**Edinburgh, UK **Salary -**£20,000-£26,000 **Duration -** Permanent, full time A highly bespoke IFA firm in Edinburgh are looking for an IFA Administrator to join their...

**IFA Administrator** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

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:Preparing valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

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:Preparing valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties involved...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties...

**IFA Administrator** **Location: Edinburgh** **Salary: £18,000 - £25,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain...

IFA AdministratorConsidering making an application for this job Check all the details in this job description, and then click on Apply.Competitive SalaryPermanentEdinburghMeraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an...

IFA AdministratorCompetitive SalaryPermanentEdinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

Job Description IFA Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

IFA AdministratorCompetitive SalaryPermanentEdinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

IFA Administrator - Edinburgh £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Edinburgh Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

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: - Preparing valuations - Processing new business and renewals - Process fund switches -...

IFA AdministratorCompetitive SalaryPermanentEdinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

**Senior IFA Administrator** **Location: Edinburgh** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

Utopian Professional Recruitment are delighted to be working in partnership with an established city centre based IFA who are looking for a strong and experienced IFA Administrator to join them on a full time, permanent basis. The purpose of this role will be to provide support to one of the Financial Advisers whilst ensuring all pension, investment, and...

Utopian Professional Recruitment are delighted to be working in partnership with an established city centre based IFA who are looking for a strong and experienced IFA Administrator to join them on a full time, permanent basis. The purpose of this role will be to provide support to one of the Financial Advisers whilst ensuring all pension, investment, and...

My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team. You will mainly be providing support to the team of financial planners. You will prepare valuation...

My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all...