Financial Adviser, Trainee Ifa Applications Welcome

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...

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...

Company InformationIDEX Consulting is a reputable IFA business operating in Edinburgh. We are seeking a motivated individual to join our team as a Trainee Paraplanner.Job ResponsibilitiesFinancial Services ReportsThe successful candidate will prepare detailed reports on various financial services products, including ISA's and pensions.Client Service...

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...

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...

**Do you have a Level 4 Diploma in Financial Planning?** **Looking to be a Financial Advisor?** Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Edinburgh to join one of the UK’s leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment...

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...

Job Summary: We are seeking a highly motivated and organized Trainee Paraplanning Professional to join our dynamic IFA business in Edinburgh. As a key member of the team, you will be responsible for delivering exceptional client service while working towards your diploma in financial services.About Us: Our company, IDEX Consulting, is a leading player in the...

Our client, a well-established company within the financial services sector, is seeking a Trainee Client Support Administrator to join their growing team.This is an exciting opportunity for someone with at least one year of experience within the financial services industry, whether from a provider or Independent Financial Adviser (IFA) background with a...

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...

**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...

We are currently seeking an IFA Practice Assistant to join our dynamic team at Eden Scott. In this role, you will provide administrative support to our financial planners, handle internal and client queries, and prepare valuation reports.The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of the financial...

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...

We are looking for a skilled Paraplanner to support our IFA Practice in Edinburgh City Centre. The successful candidate will work closely with our Financial Adviser to ensure that clients' recommendations are prepared accurately and efficiently.Key ResponsibilitiesAttend client meetings and identify areas for planningCarry out technical calculations and...

**Are you qualified with a Level 4 Diploma in Financial Planning and are on the search for a structured opportunity to be able to gain your CAS and give full fledged advice?** **It's not too good to be true - this role will provide you exactly that.** Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Edinburgh to join...

An excellent opportunity has arisen for a talented individual to join our team as a Paraplanning Trainee Assistant in our Edinburgh office.Job ResponsibilitiesThe ideal candidate will have some experience in the IFA industry and be working towards a diploma in financial services. Key responsibilities include report writing, receiving and redirecting...

**The Opportunity** The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualifiedprofessionals, whether you be an existing IFA with a strong book of business, or a...

**Financial Advisor | Independent Financial Advisor** **Edinburgh | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **£60,000 - £120,000 | Un-Capped Earnings Potential** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...