Trainee Ifa/junior Ifa Ready to Go to The Next Level

IFA Administrator - Edinburgh Up to £23,000 - plus benefits and bonus IFA 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 - Edinburgh Up to £25,000 - plus benefits IFA 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 £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...

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...

**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...

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 -...

Lusona Financial Services 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...

A challenging and rewarding role has arisen for a Senior IFA Administrator or Paraplanner to join our busy office in Edinburgh. The successful candidate will have a proven track record in whole of market/IFA environment or provider, with expertise in report writing and research.This is an excellent opportunity for an experienced professional to take their...

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...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You...

Job OverviewWe are seeking an experienced professional to join our expanding Edinburgh office. As a Senior IFA Administrator, you will play a critical role in delivering exceptional client experiences.About the RoleThe ideal candidate will have a background in whole of market/IFA environment or provider, with experience in report writing and research. Key...

**Job Opportunity in Edinburgh**We are seeking an experienced Paraplanner or senior IFA administrator to join our team at a leading IFA practice in Edinburgh.The role involves providing technical support to chartered IFAs, including writing reports and creating letters. Key responsibilities include:Writing comprehensive reports and 'reasons why'...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

**Chartered IFA** **Edinburgh** **C£70,000 + significant performance related bonus + benefits including a pension** An exciting opportunity to join an expanding, well-established International Wealth Management Company with an excellent record of success. The team around the globe support individuals with their finances, preparing for the future and...

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...

About this RoleWe are looking for a seasoned IFA to join our team at Eden Scott, a thriving wealth management practice. As a key member of our team, you will play a crucial role in delivering exceptional client service and driving business growth.In terms of salary, we estimate that this role comes with a competitive remuneration package, estimated to be...

IFA Operations CoordinatorSalary: Up to £30,000 per yearThis well-established wealth management firm is seeking a seasoned Financial Services Administrator to assume a key operational role within their organization. The chosen candidate will be responsible for coordinating administrative activities, including new business processing, investment valuations,...

My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced IFA Administrator to join their team. THE ROLE - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures - Prioritise workload to ensure all activities are...

**Job Title: IFA Administrator** **Salary: £20,000 - £22,000** **Location: Edinburgh** A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team. This firm provides complex, in-depth advice across Pensions, Investments, IHT, protection and tax. They have...

We are seeking a talented Senior Administrator to join our Edinburgh office, supporting a team of accomplished IFAs.The successful candidate will be responsible for delivering exceptional administrative support, driving business growth, and contributing to the success of our team.In this role, you will have the opportunity to work closely with experienced...