Senior IFA Administrator
3 weeks ago
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 technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating "reasons why" letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
To be considered you must be an experienced administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or to discuss confidentially with Alison Curran this, and also potentially other similar opportunities in the area.
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Senior IFA Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeSenior IFA AdministratorTo £30,000 plus benefitsFinancial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client...
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Senior IFA administrator, Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA administrator, Paraplanner, EdinburghClient:Location:Edinburgh, United KingdomJob Category:OtherEU work permit required:YesJob Reference:e9271ff6fe3cJob Views:11Posted:26.04.2025Expiry Date:10.06.2025Job Description:My client is a reputable, award-winning Financial practice with a successful history...
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Senior IFA administrator, Paraplanner
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Edinburgh, 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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Senior IFA administrator, Paraplanner
3 weeks ago
Edinburgh, 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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Senior IFA administrator, Paraplanner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom s1jobs 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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Senior IFA Administrator
2 weeks ago
Edinburgh, 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 with flexibility to work from home the part of the week.The business has highly performed and following a period of expansion require additional administrative support to...
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Senior IFA administrator, Client Support
3 days ago
Edinburgh, Edinburgh, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA administrator, Client Support - HNW, Edinburghcol-narrow-leftClient:Location:Edinburgh, United KingdomJob Category:Customer Service-EU work permit required:Yescol-narrow-rightJob Reference:ebfa6368ba4cJob Views:9Posted:26.04.2025Expiry Date:10.06.2025col-wideJob Description:My client is a leading...
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IFA Administrative Assistant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...
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IFA Administrative Assistant
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...
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IFA administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy 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...