IFA Administrator

Do you have some experience within IFA administration and are looking for more responsibility?Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive...

At IDEX Consulting, we are seeking a skilled Financial Services Coordinator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling a range of financial products including pensions and investments.Key responsibilities include:Preparing suitability reports and utilizing IO...

IFA Administrator Job OpportunityAt IDEX Consulting, we are seeking an experienced Financial Services Administrator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling various financial products including pensions and investments.Responsibilities:Prepare suitability reports...

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning. You will work with the business's existing...

About this roleWe are seeking a highly skilled Administrator to join our client's team as they expand their Financial Planning practice. The successful candidate will provide essential support to the Financial Advisers, ensuring the smooth operation of the business.Key responsibilitiesUndertake all administrative tasks for the Financial Advisers, including...

Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make...

Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Using IO system and a variety of platforms - Obtain quotes,...

About the OpportunityIDEX Consulting, a leading provider of financial services solutions, has an exciting new opportunity for a Financial Services Coordinator to join their team in Aberdeen.This is an excellent chance to work with a large and respected Independent Financial Adviser (IFA) practice, providing administrative support to their team of financial...

A rare opportunity has arisen for an experienced Paraplanner to join a highly reputable IFA practice in Aberdeen.As a key member of the team, you will be responsible for providing administrative support to the pensions team, ensuring the smooth delivery of services to clients.The successful candidate will have excellent communication skills, a strong...

Our client, an established firm of Financial Planners form part of St James Place.They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers.

Our client, an established firm of Financial Planners form part of St James Place.If your skills, experience, and qualifications match those in this job overview, do not delay your application.They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers.Joining a highly successful...

IFA Administrator Job SummaryWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd.Key Responsibilities:Assist Financial Planners with client meetings and follow up on action pointsProcess new business and undertake platform tradesManage records and data, and liaise with clients and providersRequirements:Experience in...

**Job title: Practice Administrator** **Location**:Aberdeen **Salary**:depending on experience **Contract**:Permanent **Hours**:Full time **Closing date**:[Insert date] **The opportunity** An exciting new opportunity has arisen for a Practice Administrator to join a busy team within Vince Heneghan Practice who are a highly successful Appointed...

This role will see you playing a key part in ensuring the highest possible standard of client service delivery within IDEX Consulting's Pensions Division.Working closely with Financial Advisers and support staff, you will be responsible for providing an essential quality sales support function.Your primary duties will include:Reviewing and analyzing fact...

This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...