See more Collapse

Ifa Administrator

4 weeks ago

Edinburgh, United Kingdom Succession Wealth Full time

**Administrator - Wealth Management**

**Salary of £25,000 to £28,000 (DOE)**

**Hybrid working - partly from our Edinburgh office blended with home working (3 days p/w office based)**

**Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts.

**Career progression** - as a growing business we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals including sponsorship for qualifications. You will also receive a pay review annually with performance linked pay increases.

**We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced and varied role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

**The role**

**On a day to day basis you can expect to be**:

- Co-ordinating the Planners diaries and the arranging of client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.

**To be successful in the role you will need**:

- A minimum of 2 years experience in a fast-paced Administration role
- Good literacy and numeracy skills with a high degree of accuracy
- Excellent interpersonal and organisational skills
- Working knowledge of Microsoft Word and Excel packages essential
- Desirable NVQ Level 3 in Business Administration
- The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Store discount
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Edinburgh, EH8 8JQ: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience working within an Investments and/or Pensions setting?

**Experience**:

- Financial services: 1 year (required)

Work Location: Hybrid remote in Edinburgh, EH8 8JQ

Reference ID: 1129/62/63

We have other current jobs related to this field that you can find below

  • Ifa Administrator

    3 weeks ago

    Edinburgh, United Kingdom Heat Recruitment Full time

    IFA Administrator / Financial Planning Support / Adviser Support / Client Services / IFA / Financial Adviser / Wealth Management / CII / CISI / DipPFS / DipFA / Sales support **Location -**Edinburgh, UK **Salary -**£20,000-£26,000 **Duration -** Permanent, full time A highly bespoke IFA firm in Edinburgh are looking for an IFA Administrator to join their...

  • Ifa Administrator

    2 months ago

    Edinburgh, United Kingdom Meraki Full time

    **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

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Thornbury Recruitment Ltd Full time

    IFA Administrator - EdinburghUp to £23,000 - plus benefits and bonusIFA 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

    1 week ago

    Edinburgh, United Kingdom Idex Full time

    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 valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

  • IFA Administrator

    6 days ago

    Edinburgh, United Kingdom Idex Full time

    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 valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

  • IFA Administrator

    3 weeks ago

    Edinburgh, Scotland, United Kingdom Meraki Talent Limited Full time

    IFA AdministratorCompetitive 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 crucial role in supporting...

  • Ifa Administrator

    3 weeks ago

    Edinburgh, United Kingdom Ortus PSR Full time

    **IFA Administrator** **Location: Edinburgh** **Salary: £18,000 - £25,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain...

  • IFA Administrator

    2 weeks ago

    Edinburgh, United Kingdom meraki talent ltd Full time

    IFA AdministratorConsidering making an application for this job Check all the details in this job description, and then click on Apply.Competitive SalaryPermanentEdinburghMeraki 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 Administrator

    2 weeks ago

    Edinburgh, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentEdinburgh 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 crucial role in supporting...

  • IFA Administrator

    2 weeks ago

    Edinburgh, United Kingdom Meraki Talent Ltd Full time

    Job Description 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

    2 weeks ago

    Edinburgh, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentEdinburgh 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 crucial role in supporting...

  • Ifa Administrator

    1 week ago

    Edinburgh, United Kingdom Idex Full time

    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

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Search Consultancy Full time

    IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)Edinburgh City Centre | Hybrid PositionPermanent roleSalary: 20k - 24KSearch 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 involved in this...

  • Ifa Administrator

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Search Consultancy Full time

    IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)Edinburgh City Centre | Hybrid PositionPermanent roleSalary: 20k - 24KSearch 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 involved in this...

  • IFA Administrator

    2 weeks ago

    Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentEdinburgh 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 crucial role in supporting...

  • Senior Ifa Administrator

    3 weeks ago

    Edinburgh, United Kingdom Ortus PSR Full time

    **Senior IFA Administrator** **Location: Edinburgh** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

  • Ifa Administrator

    4 weeks ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Full time

    Utopian Professional Recruitment are delighted to be working in partnership with an established city centre based IFA who are looking for a strong and experienced IFA Administrator to join them on a full time, permanent basis. The purpose of this role will be to provide support to one of the Financial Advisers whilst ensuring all pension, investment, and...

  • IFA administrator

    1 month ago

    Edinburgh, United Kingdom Eden Scott Full time

    My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team. You will mainly be providing support to the team of financial planners. You will prepare valuation...

  • Ifa

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Pinstripe Personnel Full time

    Independent Financial AdviserEdinburghNegotiable Salary + Clients Provided + Bonuses = OT £75,000+A Scottish based IFA / Wealth Planning firm is looking to appoint an experienced IFA in Edinburgh. The role has arisen due to the firm's expansion.There is an excellent lead source along with full Administration and Paraplanning support.In return there is a...

  • Senior IFA administrator, Paraplanner

    1 month ago

    Edinburgh, United Kingdom Eden Scott Full time

    My client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full administrative...