Senior IFA Administrator
4 weeks ago
Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.Background:Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Strong attention to detail and accuracy in data entry and documentation.Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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Senior IFA Administrator
3 weeks ago
edinburgh, United Kingdom Meraki Talent Full timeSenior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate...
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Senior IFA Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Full time £25,000 - £40,000 per yearSenior IFA AdministratorPermanentEdinburghMeraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...
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Ifa Administrator
2 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeIFA Administrator £25,000 to £29,000 plus benefits This highly successful IFA firm provides advice across the full range of Private Client Investment and Retirement Planning. They now require a new IFA Administrator to provide support to the Financial Planners. Working alongside a Financial Planning Director you will be responsible for providing...
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Senior IFA Administrator
6 hours ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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...
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Senior IFA administrator, Paraplanner
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full administrative...
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IFA Administrator
2 days ago
Edinburgh, United Kingdom Heat Recruitment Full timeLocationEdinburgh Salary Competitive TypePermanent WorkplaceOn-Site Ref88501 Recruiter Managing This Role IFA Administrator ? Location: Edinbrough ? Salary: Up to £32,000 Are you an experienced financial services administrator looking for your next career move? Were working with a respected financial planning firm seeking a proactive and detail-driven IFA...
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Senior IFA Administrator
4 days ago
City of Edinburgh, United Kingdom Meraki Talent Full timeAssociate Director - Financial Services at Meraki Talent Ltd Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications,...
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Ifa Administrator
4 days ago
Edinburgh, United Kingdom Search Consultancy Full timeIFA 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...
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IFA Administrator
3 weeks ago
Edinburgh, United Kingdom Fram Search Full timeHybridCompetitive salaryFinancial AdviceFram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work.The role involves preparing research, cashflow modelling and technical...
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IFA Administrator
3 weeks ago
edinburgh, United Kingdom Fram Search Full timeHybrid Competitive salary Financial Advice Fram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work. The role involves preparing research, cashflow modelling and...