Ifa

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...

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** **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...

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...

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 -...

About the RoleIn this dynamic role as an IFA Support Professional, you will provide administrative assistance to IFAs, including managing client files, preparing documents, and maintaining records. You will also assist in preparing client review packs, suitability reports, and other documentation.You will work closely with internal departments to ensure...

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...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You...

**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'...

**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 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...

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...

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...

We are delighted to offer a unique opportunity for an experienced IFA to join our client's team, a leading wealth management practice that has been established for many years.About the RoleThis is a full-time position, with flexible working arrangements available to ensure a good work-life balance.You will have the opportunity to work from home or our local...

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...