Current jobs related to Financial Services Administrator - Edinburgh - IDEX Consulting Ltd
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionEden Scott's client is seeking an experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management.Key Responsibilities:Provide crucial administrative support to a team of Financial Advisers.Generate valuations, process income and investments, manage diaries, arrange client meetings, and...
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionEden Scott's client is seeking an experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management.Key Responsibilities:Provide crucial administrative support to a team of Financial Advisers.Generate valuations, process income and investments, manage diaries, arrange client meetings, and...
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description**About the Role**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Meraki Talent Ltd. As an IFA Administrator, you will play a crucial role in supporting the decision-making process of our Independent Financial Advisers.Key Responsibilities:Conduct research and gather data on investment...
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description**About the Role**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Meraki Talent Ltd. As an IFA Administrator, you will play a crucial role in supporting the decision-making process of our Independent Financial Advisers.Key Responsibilities:Conduct research and gather data on investment...
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description**About the Role**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Meraki Talent Ltd. As an Independent Financial Adviser Support Specialist, you will play a crucial role in supporting the IFA's decision-making process.Key Responsibilities:Conduct research and gather data on investment...
-
Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description**About the Role**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Meraki Talent Ltd. As an Independent Financial Adviser Support Specialist, you will play a crucial role in supporting the IFA's decision-making process.Key Responsibilities:Conduct research and gather data on investment...
-
Financial Services Administrator
1 month ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timePosition OverviewFinancial Services AdministratorAttractive Compensation PackageFull-Time RoleLocation: Edinburgh Meraki Talent Ltd is collaborating with a reputable financial advisory firm based in Edinburgh. They are in search of a dedicated and proactive Administrator who possesses prior experience in a financial advisory environment or has a keen...
-
Financial Services Administrator
1 month ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob OverviewPosition: Financial Services AdministratorSalary: CompetitiveType: PermanentLocation: Edinburgh Meraki Talent Ltd is collaborating with a reputable Independent Financial Advisory firm in Edinburgh. They are in search of a dedicated and proactive Administrator, preferably with prior experience in a financial advisory environment or a keen interest...
-
Financial Services Administrator to Paraplanner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleEden Scott is seeking a highly skilled and experienced Financial Services Administrator to Paraplanner to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our office.Key ResponsibilitiesProvide exceptional administrative support to...
-
Financial Services Administrator to Paraplanner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleEden Scott is seeking a highly skilled and experienced Financial Services Administrator to Paraplanner to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our office.Key ResponsibilitiesProvide exceptional administrative support to...
-
Financial Services Administrator
3 months ago
Edinburgh, United Kingdom Succession Wealth Full time_**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...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client, a reputable and award-winning Financial practice, is seeking a dedicated and enthusiastic individual to provide full administrative support to their advisers. As the first point of contact for private clients, you will be the ambassador for the company, delivering exceptional service and ensuring a seamless experience for existing customers. Key...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client, a reputable and award-winning Financial practice, is seeking a dedicated and enthusiastic individual to provide full administrative support to their advisers. As the first point of contact for private clients, you will be the ambassador for the company, delivering exceptional service and ensuring a seamless experience for existing customers. Key...
-
Administrator - Financial Services
3 months ago
Edinburgh, United Kingdom Utopian Professional Recruitment Full timeUtopian Professional Recruitment Ltd are delighted to be working in partnership with a highly regarded and established family run IFA who are looking for an Administrator to join them on a full time basis. The purpose of this role is to provide back office support with the migration of a new system whilst once trained to then fully support the wider...
-
Financial Crime Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom financial-advisor Full timeJob Title: Regulatory Financial Crime AnalystJoin our team as a Regulatory Financial Crime Analyst and play a crucial role in ensuring the compliance of our financial services with regulatory requirements.Key Responsibilities:Assist in the development and implementation of financial crime policies and procedures to ensure compliance with regulatory...
-
Financial Crime Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom financial-advisor Full timeJob Title: Regulatory Financial Crime AnalystJoin our team as a Regulatory Financial Crime Analyst and play a crucial role in ensuring the compliance of our financial services with regulatory requirements.Key Responsibilities:Assist in the development and implementation of financial crime policies and procedures to ensure compliance with regulatory...
-
Financial Advisor
3 months ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding...
-
Financial Advisor
1 month ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding...
-
Financial Services Administrator
4 days ago
Edinburgh, Edinburgh, United Kingdom meraki talent ltd Full timeIFA Administrator RoleMeraki Talent Ltd is seeking a skilled and motivated Administrator to support the Advisors and wider business at an established IFA firm in Edinburgh.Key Responsibilities:Assist IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...
-
Financial Services Administrator
4 days ago
Edinburgh, Edinburgh, United Kingdom meraki talent ltd Full timeIFA Administrator RoleMeraki Talent Ltd is seeking a skilled and motivated Administrator to support the Advisors and wider business at an established IFA firm in Edinburgh.Key Responsibilities:Assist IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...
Financial Services Administrator
4 months ago
Assisting the Adviser in delivery of high-quality financial advice to their clients as part of the financial advice process
- Handling initial client enquiries in person, in writing & by telephone
- Providing on-going liaison and support for existing clients
- Creating & maintaining compliant client files (manual & computer based)
- Intelligent Office CRM system for task management and business submissions
- Packaging & issuing client reports and product brochures
- Post-sales administration
- Managing & preparing for client reviews
- Diary management for advisers
You will have relevant financial services administration experience, ideally gained within a life and pensions administration or IFA business.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
