Financial Administrator

2 weeks ago


Edinburgh, United Kingdom HRC Recruitment Full time

**Onboarding Administrator - Edinburgh
- Permanent - £23,000 - 30,000 DOE**

We are recruiting an Onboarding Analyst to join a large financial services company based in Edinburgh. Are you looking for a new challenge within a fast-paced environment that offers excellent training and development opportunities? If so, we may have the role for you

**Day-to-day of the role**:

- Onboarding new clients
- Supporting your immediate and wider teammates, ensuring that deadlines are met
- Sharing existing and gained knowledge both within and out with your team
- Ensuring all processes, your actions run smoothly, highlighting areas where any improvements can be implemented, and improving the end-to-end customer journey
- Going above and beyond to ensure that a high-quality service is provided

**Experience we are looking for**:

- Previous experience in the financial services industry and ideally working with a wrap platform
- Excellent relationship building skills
- Able to prioritise the high impact work, but never neglect the details
- Excellent communication skills - We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
- Able to anticipate the needs of those you work with, juggling conflicting priorities
- The ability to think laterally and come up with new solutions to old problems

Please note, this is a full-time opportunity working Monday - Friday 8.30 am - 5 pm.

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

**Salary**: £23,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday

Work Location: In person



  • Edinburgh, United Kingdom Meraki Full time

    Meraki Talent and an established UK-wide Financial Services firm are working together to appoint a Financial Services Administrator. This is an excellent opportunity for recent graduates to kickstart their careers within the Finance industry. The purpose of this role is to provide administrative support to an ongoing project team. **To be successful in...


  • Edinburgh, United Kingdom Pertemps Glasgow Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our...


  • Edinburgh, United Kingdom Pertemps Glasgow Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our...


  • Edinburgh, United Kingdom Pertemps Network Group Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of...


  • Edinburgh, United Kingdom Pertemps Scotland Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our...


  • Edinburgh, United Kingdom Ortus PSR Full time

    **Trainee Financial Planning Administrator** **Location: Edinburgh** **Salary: £18,000 - £22,000** 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...


  • Edinburgh, United Kingdom Pertemps Glasgow Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our...

  • IFA Administrator

    4 weeks 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 in the city centre. You will mainly be providing support to the team of financial planners. You will...


  • Edinburgh, United Kingdom Hymans Robertson Full time

    The Vacancy An exciting opportunity has arisen for a Financial Advice Provider Administrator to join a growing retail advice team in Hymans Robertson Personal Wealth. You will be joining a team who are building an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace. Our mission is to...


  • Edinburgh, United Kingdom Hymans Robertson LLP Full time

    An exciting opportunity has arisen for a Financial Advice Provider Administrator to join a growing retail advice team in Hymans Robertson Personal Wealth. You will be joining a team who are building an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace. Our mission is to improve financial...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

  • Financial Planner

    3 weeks ago


    Edinburgh, United Kingdom Heat Recruitment Full time

    An exciting opportunity has arisen for an experienced financial planner to to join a growing asset management business 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 and through the...

  • Administrator

    4 weeks ago


    Edinburgh, United Kingdom Ethical Futures Full time

    **The Company** Established in 2005, Ethical Futures are independent financial advisers, specialising in ethical investment and financial planning. We provide full financial planning services using ethically screened investments with an emphasis on investment and pensions, as well as protection and estate planning. Our service is 100% based around the...

  • Financial Adviser

    6 days ago


    Edinburgh, United Kingdom Truestar Talent Ltd Full time

    My client has become a driving force within the independent financial advisory and employee benefits sector. Due to increasing business levels my client is looking for a remote financial advisers based out of their Edinburgh office. The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -- Basic...

  • Ifa Administrator

    4 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...


  • Edinburgh, United Kingdom Meraki Talent Limited Full time

    Meraki Talent's industry leading Financial Services client are looking for a Financial Reporting Accountant to join a growing Financial reporting team This is your chance to join a successful team where hard work is recognised. **Responsibilities of the Position**: - Review annual and interim financial statements. - Preparation of workpapers and full...


  • Edinburgh, United Kingdom Independent Resourcing Consultancy Full time

    **Independent Financial Advisor**: - Job Reference: 00000743-1 - Date Posted: 14 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Edinburgh - Remote Working: Some remote working possible - Salary: On Application - Bonus/Benefits: Negotiable DOE - Sector: Financial Advisers - Job Type: Self-employed, Employed - Contact: Eamon Behan -...


  • Edinburgh, United Kingdom Meraki Full time

    Recruitment Administrator Ongoing contract Edinburgh £14 per hour - paid weekly Meraki Talent is partnered with a well-known Financial Services Firm based in Edinburgh to appoint a Recruitment Administrator on a rolling contract basis. This is a full-time opportunity which offers an excellent hourly rate which is paid weekly and hybrid working (office...

  • Client Solutions

    3 weeks ago


    Edinburgh, United Kingdom Nucleus Financial Full time

    We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client relations team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition...

  • Client Solutions

    6 days ago


    Edinburgh, United Kingdom Nucleus Financial Full time

    We’re on the lookout for excellent, customer-obsessed and organised individuals to join our client relations team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition...