Financial Administrator

**Financial Planning Administrator**: - FPA13 Applicants **£24,000 - £28,000 Per Annum** - Full Time**Permanent** **Edinburgh, City of Edinburgh** **Accountancy** **Job Description**: - My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. - Financial...

Financial Planning Administrator / Edinburgh / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh. In addition to administrative tasks, role holders can...

Financial Administration and ReportingThe role of Financial Administration and Reporting at undisclosed involves managing all aspects of financial administration, reporting, and claims for the Medical Device Manufacturing Centre (MDMC). This includes timely reconciliation, preparation, and submission of claims, invoices, and financial reporting to funders in...

Job OverviewWe are seeking a Chief Financial Administrator to manage the financial administration, reporting, and claims for our Medical Device Manufacturing Centre. This role involves working closely with the MDMC Manager and Director, as well as providing financial reporting to Scottish Enterprise.Main Responsibilities:Manage and control all aspects of...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new clients *...

About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions department.Providing exceptional customer service is a key element of our proposition and the client relations department play a leading role in making this happen. The Client Relations Administrator role plays a crucial part within...

Are you a driven and organized individual looking for a new challenge in financial services?We have an exciting opportunity for an Administrative Assistant - Financial Services to join our team at IDEX Consulting in Edinburgh.As an Administrative Assistant, your key responsibilities will include:Preparing financial reports and documentsProcessing...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

At IDEX Consulting, we are seeking a highly skilled and experienced Financial Services Administrator to join our team in Edinburgh.Main responsibilities include:Preparing valuationsProcessing new business and renewalsProcessing fund switchesAssisting with researchSending letters of authorityBooking client appointmentsUpdating pending work listThis role...

Senior Administrator Role in EdinburghAbout the CompanyWe are Eden Scott, a reputable firm based in Edinburgh.About the RoleWe are seeking an experienced administrator with a strong background in providing technical support to financial advisors (IFAs).Main ResponsibilitiesWriting reports and lettersConducting market researchFollowing up on client...

Are you a detail-oriented professional looking for a challenging role in finance? Hutcheon Mearns Ltd is seeking a Financial Administrator to join their team. As a permanent employee, you will work remotely with occasional travel to West Lothian for on-site meetings.This position involves processing purchase invoices, managing payment runs, addressing...

Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We’re excited to share that we’re on the lookout for a new member to join our team as an experienced Financial Planning Consultant. Our Financial Planning...

Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We’re excited to share that we’re on the lookout for a new member to join our team as an experienced Financial Planning Consultant. Our Financial Planning...

As a Financial Planning Administrator at Eden Scott, you will play a vital role in supporting our Chartered IFA practice. Your responsibilities will include preparing valuation reports, maintaining databases, processing new business, and navigating financial providers' websites.The successful candidate will have a strong understanding of the market and...

About the RoleAs a key member of the International Services Team at Forth Capital, you will be supporting our Financial Advisors with their business processing, client meetings and reports.About UsForth Capital is a leading International Financial Planning firm, committed to delivering exceptional financial solutions to our clients worldwide. Our mission is...

**Administrator - Wealth Management** **Salary of up to £24,000.00** **Highly competitive and comprehensive benefits package (full list below)** **Office-based, with flexibility for occasional Hybrid-working.** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role...

Eden Scott is a renowned wealth management firm with a strong presence in Edinburgh.A career-defining opportunity has arisen for an experienced Paraplanner or Senior IFA administrator to join their expanding team.Key ResponsibilitiesReport writing and research tasks will be a significant part of the role, including investment and financial reviews.Working...

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...

About the RoleWe are seeking a highly skilled Senior Financial Administrator to join our dynamic team. In this role, you will work closely with small businesses across Edinburgh and the east of Scotland, providing expert financial services.