Experienced Ifa Administrator

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...

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 £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...

**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...

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 -...

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...

Senior IFA Administrator/Paraplanner £27,000 to £34,000 plus benefits Paraplanner/IFA Administartor required by this well-established financial advice firm that offers first class advice to HNW clients and business owners. Due to continued growth, they are looking to recruit a senior member of staff to join the team with theresponsibility for...

**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'...

**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...

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 accurate client...

IFA 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...

IFA 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...

IFA 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...

IFA 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...

**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...

Job OverviewWe are seeking an experienced professional to join our expanding Edinburgh office. As a Senior IFA Administrator, you will play a critical role in delivering exceptional client experiences.About the RoleThe ideal candidate will have a background in whole of market/IFA environment or provider, with experience in report writing and research. Key...

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...

IFA 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...

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 accurate client records...