Paraplanner, Senior IFA Administrator
2 months ago
My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office.
The business has highly performed and following a period of expansion require additional Paraplanner 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 Paraplanner 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 call Alison Curran to discuss confidentially in more detail before proceeding this, and also potentially other similar opportunities in the area.
-
Paraplanner, Senior IFA Administrator
3 days ago
Perth, United Kingdom Eden Scott Full timeMy client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical...
-
Paraplanner, Senior IFA Administrator
2 months ago
Perth, Perth & Kinross, United Kingdom Eden Scott Full timeA rare job opportunity has become available for an experienced Paraplanner to join their busy Perth 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 committed...
-
Paraplanner
5 days ago
Perth, United Kingdom mbf. Full time**Paraplanner - Perth (Flexible working) - Salary negotiable to £40,000** MB Fitzgerald Recruitment are currently working with one of the UK's leading Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team **The role** In this role you will be required to -- Work with Senior Financial...
-
Financial Planning Administrator
5 days ago
Perth, United Kingdom Recruit UK Full time**Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?** Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth if...
-
Ifa Support, Team Leader
23 hours ago
Perth, United Kingdom IDEX Consulting Ltd Full time**IFA Support Team Leader - Perth** We are looking for an experienced IFA Support Team Leader to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all servicelevels are met. They will also line manage the Client Delivery Team...
-
Senior Manager
6 days ago
Perth, Perth & Kinross, United Kingdom Eden Scott Full timeAn outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Pre-approval of higher risk business files on a pro-active basis. Pre-approval of files,...
-
T & C director, manager - Scotland
6 days ago
Perth, Perth & Kinross, United Kingdom Eden Scott Full timeAn outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Key responsibilities of the role will be managing the firm's IFA division in line with...
-
Ifa Administrator Team Leader
5 days ago
Perth, United Kingdom Ortus PSR Full timeWe are working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning. Due to continued success and the organic growth of the business they are looking for an Administrator Team Leader with prior Financial Services experience to join their...
-
Ifa Administrator Team Leader
3 days ago
Perth, United Kingdom Ortus PSR Full timeWe are working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning.Due to continued success and the organic growth of the business theyare looking for an Administrator Team Leader with prior Financial Services experience to join their...
-
Senior Client Servicing Administrator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Wild Recruitment Full timeCustomer Services Administrator - Perth We are looking for Customer Service Administrators to join a busy office in Perth. The role will include: managing customers billing, admin work, answering customer emails, answering phones and making telephone calls to customers to help with general queries. Previous call centre experience Customer Service 3...
-
Financial Planning Administrator
5 days ago
Perth, United Kingdom Recruit UK Full time**Looking for professional growth within a highly regarded Independent Financial Advice firm?** Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice in Perth, presenting an excellent opportunity for professional growth. The company places immense value on delivering tailored...
-
Senior Client Servicing Administrator
2 weeks ago
Perth, Perth & Kinross, United Kingdom Engage Recruitment Full timeAre you an organised individual with a strong attention to detail? Does the opportunity to work with a successful manufacturing business appeal? What you'll be doing: · Processing orders daily to a high standard · Working closely with internal and external stakeholders · Amend and cancel orders where necessary · Routinely review the files and delete...
-
Senior Administrator
6 days ago
Perth, United Kingdom Capability Scotland Full time**Want to support people who support others? We’ve got the role for you.** At Upper Springland we provide long-term and permanent residential care and support for people with a range of disabilities. We help people lead their lives to the full, providing for any needs they may have and to provide meaningful and exciting community interaction within Perth...
-
Senior Administrator
3 days ago
Perth, United Kingdom Capability Scotland Full timePerth £22,555.76 per annum Permanent, Full-Time 35 Hours per week Closing Date: 24 January 2023 Want to support people who support others? We’ve got the role for you. At Upper Springland we provide long-term and permanent residential care and support for people with a range of disabilities. We help people lead their lives to the full, providing for...
-
Ifa Investment Research Administrator
7 days ago
Coventry N&W Satellite Villages, United Kingdom Templegate Full time**EMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Investment Research Administrator **Location**: Kenilworth **Benefits**: Competitive salary, Pension, Professional development opportunities **Salary**: £23,000 to £28,000 depending on qualifications and experience **About the Company**: Our client is a respected...
-
Construction - Estimator - Contract Surveyor
2 months ago
Perth, Perth & Kinross, United Kingdom Hardies LLP Full timeWe pride ourselves on collaborating with Client teams and seek an enthusiastic and committed individual to further develop their career and strengthen long-term sustainable relationships with our clients on a variety of projects across all sectors. These include a variety of exciting new build and refurbishment projects across a range of sectors including...
-
Senior Cost Manager
2 months ago
Perth, Perth & Kinross, United Kingdom Turner & Townsend Group Full timeFull-time Department: Natural resources Company Description At Turner & Townsend we’re passionate about making the difference – we are committed to delivering Sustainable Net Zero outcomes for our clients, helping our people to realize their potential, and doing our part to create a prosperous society. The world is changing, and we have a...
-
Commercial Contracts Coordinator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Bmt Defence Services LTD Full timeWork at a global high-end design house and technical consulting firm solving complex real-world problems. We Design. BMT is a leading international design, engineering, science, and risk management consultancy with a reputation for excellence. Delivering independent, complex design and consultancy capabilities for over 37 years, we pride ourselves on...
-
Client Support Associate
3 hours ago
Perth, United Kingdom Carbon Financial Partners Ltd Full time**Company description** Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values: - Be the best we can be - Do the right thing - Free to be different We aim to provide the very best advice to clients without being constrained by...
-
Quantity Surveyor, Perth
1 week ago
Perth, Perth & Kinross, United Kingdom Hardies LLP Full timeWe are currently looking for an experienced Quantity Surveyor to join our team in Perth. We pride ourselves on collaborating with Client teams and seek an enthusiastic and committed individual to further develop their career and strengthen long-term sustainable relationships with our clients on a variety of projects across all sectors. These include a...