Ifa Administrator

IFA AdministratorCompetitive 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 crucial role in supporting...

Job Description 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...

IFA AdministratorCompetitive 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 crucial role in supporting...

IFA AdministratorCompetitive 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 crucial role in supporting...

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 -...

Role DescriptionWe are currently recruiting for an IFA Administrator to work with our established IFA firm located in Edinburgh. This is a permanent position offering a competitive £33,000 - £38,000 per annum salary.The successful candidate will be responsible for providing administrative support to the IFA, including:Processing client investment...

Pensions Administration OpportunityEden Scott is seeking a skilled Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £55,000 - £70,000 per annum, along with a comprehensive benefits package and opportunities for career growth.ResponsibilitiesResearch and report writing for high net...

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...

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...

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth, and looking to recruit a Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

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...

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

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...

Company InformationMeraki Talent Ltd – Edinburgh, City of EdinburghAbout the PositionAn exciting opportunity has arisen for an IFA Administrator to join our team at Meraki Talent Ltd in Edinburgh. This is a permanent position with a competitive £32,500 per annum salary.The successful candidate will be responsible for supporting the IFA's decision-making...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from our Edinburgh office blended with home working (3 days p/w office based)** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company...

**Would you like to work for a company that offers excellent training and career support? Are you a strong administrator with a passion for customer service? Do you want a hybrid role?** In this role, you will provide support to the Wealth Planner to assist in co-ordinating their workflow. You will work closely with your colleagues to maintain the smooth...

Eden Scott is a leading recruitment agency based in the city centre. We have an exciting opportunity for an experienced IFA administrator to join their expanding team providing support to their advisers.This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come.Experience of...

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...

Company Overview: Our client, a leading IFA practice in Edinburgh, is seeking an experienced Paraplanner or senior IFA administrator to provide technical support to chartered IFAs.Job Description: As a key member of the team, you will be responsible for writing reports, creating letters, and conducting market research on behalf of advisers.Required Skills...