Ifa administrator

4 weeks ago


Edinburgh, United Kingdom Eden Scott Full time

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 in the city centre. You will mainly be providing support to the team of financial planners. You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.


Excellent systems/ IT knowledge is important, ideally with Adviser Office and standard life wrap. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice. Exams are desirable but not essential. Have undertaken industry relevant exams.

Fundamentally they are about developing their staff, who are able to act as ambassadors of the this widely recognised and respected firm that fit within the company culture. In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided along with supporting the successful applicant through their exam as they recognise potential.To be considered for this rare job, please upload your CV ASAP or call Alison Curran to discuss in more detail.

#J-18808-Ljbffr
  • Ifa Administrator

    4 weeks ago


    Edinburgh, United Kingdom Ortus PSR Full time

    **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 Administrator

    4 weeks ago


    Edinburgh, United Kingdom Search Consultancy Full time

    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...


  • Edinburgh, United Kingdom Ortus PSR Full time

    **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...


  • Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

  • IFA Administrator

    4 weeks ago


    Edinburgh, United Kingdom Eden Scott Full time

    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 in the city centre. You will mainly be providing support to the team of financial planners. You will...

  • Junior Paraplanner

    4 weeks ago


    Edinburgh, United Kingdom Eden Scott Full time

    My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

  • Junior Paraplanner

    4 weeks ago


    Edinburgh, United Kingdom Eden Scott Full time

    This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start your career in paraplanning or to focus on developing more experience in report writing. Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external...

  • Administrator

    4 weeks ago


    Edinburgh, United Kingdom Search Consultancy Full time

    IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role Competitive Salary plus excellent benefits 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...


  • Edinburgh, United Kingdom Eden Scott Full time

    A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. As standard they will be...


  • Edinburgh, United Kingdom Ortus PSR Full time

    **Trainee Financial Planning Administrator** **Location: Edinburgh** **Salary: £18,000 - £22,000** 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...


  • Edinburgh, United Kingdom Eden Scott Full time

    A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. The job can be based...

  • Administrator

    4 weeks ago


    Edinburgh, United Kingdom Ethical Futures Full time

    **The Company** Established 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...


  • Edinburgh, United Kingdom Eden Scott Full time

    A tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff. A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner. Alternatively the role could be suited to a near qualified Paraplanner to join the central...


  • Edinburgh, United Kingdom Eden Scott Full time

    A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator to develop internally has become available with a well regarded practice who have a national presence. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs....


  • Edinburgh, United Kingdom Eden Scott Full time

    A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. 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. You will be a dynamic, hard working and...


  • Edinburgh, United Kingdom JTC Group Full time

    **Join Team JTC where your contribution will be valued.**: **Purpose of Job**: The role reports into the Assistant Manager within the Department and based within Edinburgh. The 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...

  • Senior Administrator

    2 weeks ago


    Edinburgh, United Kingdom JTC Group Full time

    Senior Administrator - Employer Solutions - Admin & Reporting The role reports into the Assistant Manager within the Departmentand is based within Edinburgh. PURPOSE OF JOB The role holder will be responsible in the delivery of effectiveand efficient trust administration services. These services are to members and clients of International EmployeeBenefit...

  • Financial Planner

    3 weeks ago


    Edinburgh, United Kingdom Heat Recruitment Full time

    An exciting opportunity has arisen for an experienced financial planner to to join a growing asset management business based in central Edinburgh. The business is looking for a highly-technical individual to come in and oversee the servicing of a significant client bank. You can also expect to generate new business by referrals from this bank and through the...