Ifa with Full Client Bank, Junior Adviser

Idex Consulting are working with this whole of market independent financial advisory firm, that focuses on private wealth management and corporate pensions, to find them an additional IFA. Due to expansion in their FUM and number of households they look after, we are looking for a new IFA to work alongside the 2 experienced advisers. The client bank will be...

Are you a trainee IFA or 1-2 yrs in your career as an adviser and want to work with one of the most successful IFA's in Scotland? You will work side by side, looking after a very large client bank ideally in the Edinburgh area. A very exciting opportunity to shadow and learn from a highly experienced and respected adviser and an amazing career development...

**The company**: An organisation who are an active acquirer of UK IFA firms, allowing them to offer bespoke growth opportunities to firms and advisers. This company approaches their work with three core aims: acquisitions, growth partnerships with firms and growth opportunitieswith advisers. **The role**: An opportunity to join a recently acquired IFA firm...

An exciting opportunity has arisen for an experienced financial planner to to join a growing wealth management practice 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, as this is...

**Chartered IFA** **Edinburgh** **C£70,000 + significant performance related bonus + benefits including a pension** An exciting opportunity to join an expanding, well-established International Wealth Management Company with an excellent record of success. The team around the globe support individuals with their finances, preparing for the future and...

**Independent Financial Adviser - Edinburgh + excellent bonus + potential share option.** My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...

IFA Administrator £20,000 to £24,000 plus benefits and bonus IFA Administrator required by this highly successful IFA firm that provides advice across the full range of Private Client Investment and Retirement Planning. Due to growth within the business they now require an additional Administartor to provide supportto 2 Indepedent Financial...

A national IFA business is looking for Advisers for their telephone team in Edinburgh. If you are full diploma and looking for a trainee IFA opportunity you will definitely be considered. You will provide professional, effective, efficient and compliant telephone based service to clients. Deliver ongoing services within the Telephone Advice Team, building...

Financial Planning Assistant £20,500 to £25,000 plus benefits Financial Services Adminstrator required by this highly successful firm of Wealth Managers that provides IFA advice to HNW Private Clients across investments, retirement planning and protection. The Financial Services practice continues to grow and theynow require a new administrator to join...

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...

My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced IFA Administrator to join their team. THE ROLE - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures - Prioritise workload to ensure all activities are...

**Job Opportunity in Edinburgh**We are seeking an experienced Paraplanner or senior IFA administrator to join our team at a leading IFA practice in Edinburgh.The role involves providing technical support to chartered IFAs, including writing reports and creating letters. Key responsibilities include:Writing comprehensive reports and 'reasons why'...

IFA Administrator - Edinburgh Up to £23,000 - plus benefits and bonus IFA Administrator required by a growing wealth management firm based in Edinburgh. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

IFA Administrator - Edinburgh Up to £25,000 - plus benefits IFA Administrator required by a growing wealth management firm based in Edinburgh. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

**IFA Administrator** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

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...

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: - Preparing valuations - Processing new business and renewals - Process fund switches -...

**Job Title: IFA Administrator** **Salary: £20,000 - £22,000** **Location: Edinburgh** A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team. This firm provides complex, in-depth advice across Pensions, Investments, IHT, protection and tax. They have...

**Technical Support Role for Chartered IFAs**We require a skilled and experienced Paraplanner or senior IFA administrator to provide technical support to our chartered IFAs in Edinburgh.The successful candidate will be responsible for writing reports, creating letters, and conducting market research on behalf of our advisers. This is a key role that...

IFA Report Writer and ResearcherWe are seeking an experienced professional to join our team in Edinburgh. As an IFA Report Writer and Researcher, you will be responsible for providing high-quality reports and research to our clients. Key skills and qualifications required include:Strong writing and analytical skillsExperience in report writing and...