Administrator - Independent Financial Adviser (Ifa)
3 weeks ago
IFA Administrator Permanent
Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.
Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records
Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
Strong attention to detail and accuracy in data entry and documentation.
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Edinburgh, United Kingdom Meraki Talent Ltd Full timeIFA 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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edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description 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...