IFA Administrator
2 weeks ago
Idex Consulting are working with an 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 and writing suitability letters etc.Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You will be encouraged to progress and they will support you through your financial services diploma.You must have had IFA experience to be successful in your application.. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways....
-
Ifa Administrator
3 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...
-
IFA Administrator
3 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...
-
Ifa Administrator
5 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...
-
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...
-
Senior IFA Administrator
4 weeks ago
Edinburgh, United Kingdom Meraki Talent Full timeSenior 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...
-
Ifa
3 days ago
Edinburgh, United Kingdom Pinstripe Personnel Full time**Independent Financial Adviser** **Edinburgh** **Negotiable 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...
-
Senior IFA Administrator
7 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...
-
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...
-
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...
-
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...