Financial Services Administrator

Job OverviewWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone with a passion for finance and administration to support Independent Financial Advisors (IFAs) with their daily tasks.

Company Overview: Eden Scott's client is a dynamic financial services organisation seeking an individual with a background in Client Provider Administration. Based in Edinburgh, the successful candidate will join a dedicated team and play a key role in ensuring smooth operations within our financial services division.Salary and Benefits: A competitive...

Job Description:Eden Scott's client is seeking an experienced Client Provider Administration professional to join their team in Edinburgh. As an Administrative Support in Financial Services, you will play a key role in ensuring smooth operations within our financial services division.About the Role:Ensure smooth operations within our financial services...

Schroders is a leading global investment manager that helps individuals and institutions achieve their financial goalsWe are seeking an experienced Financial Services Administrator to join our Wealth Management team. In this role, you will provide administrative support to our Wealth Planners and assist with various tasks, including:Managing client...

About Eden Scott">We pride ourselves on being a leading recruitment agency in Scotland, with a reputation for excellence and integrity. Our experienced team is dedicated to providing high-quality recruitment solutions that meet the needs of our clients and candidates alike.Job Summary">This is an exciting opportunity for an experienced administrator to take...

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...

Meraki Talent Ltd is seeking a skilled Investments Officer to join our dynamic Investment team. As a key member of the team, you will be responsible for supporting multiple teams and ensuring seamless operations.Key Responsibilities:Reconcile stock breaks between clients' internal holdings and external records daily.Maintain accurate cash balances to ensure...

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...

Key ResponsibilitiesThe successful candidate for the position of Administrative Assistant - Financial Services will be responsible for providing administrative support to IFAs, including:Managing client files and preparing documentsMaintaining accurate records and updating CRM systemsPreparing client review packs and suitability reportsLiaising with clients...

**Job Overview:We are looking for an Administrative Assistant to join our team at IDEX Consulting in Edinburgh. As a key member of our Client Services team, you will provide critical support to our Wealth Planners, ensuring seamless client experiences.**Key Responsibilities:Process client data changes, maintaining accurate records.Manage documents, adhering...

**Duties**: - To co-ordinate and support the administration of new project requests for the National Projects Team. - To support the administration of internal system based processes in connection with Pensions Admin client billing and revenue recognition. - To assist in the production of daily, weekly and monthly performance reports. - Attend meetings to...

HANOVER HOUSING ASSOCIATION LTD is seeking an experienced Financial Administrator to join its Strategic Finance team in Edinburgh.This role offers a fantastic opportunity to work with a well-established housing association, providing transactional finance services that support the delivery of its social purpose.As a key member of the team, you will be...

HANOVER HOUSING ASSOCIATION LTD is seeking a skilled Financial Administrator to join its Strategic Finance team based in Edinburgh. As a key member of the team, you will be responsible for delivering an efficient and effective transactional finance service.This role offers a fantastic opportunity to work with a leading housing association, supporting people...

**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...

**About the Role**You will be joining a reputable and respected corporation within the investment banking industry. This esteemed organization is seeking an experienced Executive Assistant to join their small team, supporting commercial and private affairs as a vital member of the organization.**Your New Responsibility**As the Executive Assistant, you will...

On behalf of an established Wealth Management Partnership (FTSE 100 company) based in Edinburgh we are recruiting for an experienced Administrator. - Provide full administration support to the Director and Practice Team. - Typing, sorting post, answering incoming telephone calls and taking messages as and when appropriate. - Making telephone calls to...

We are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...

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...

About the CompanyCareer opportunities await at CV Library, a leading job search platform dedicated to connecting talented professionals with exciting new roles.This position is part of our commitment to providing exceptional support services within the financial sector. We value innovation, teamwork, and customer satisfaction.Job OverviewWe are currently...

Job SummaryIDEX Consulting is looking for a skilled Financial Services Administrator to support our Wealth Planning team in Edinburgh. As a key member of our team, you will be responsible for managing client data, updating records, and ensuring compliance with regulatory requirements.Your primary duties will include:Processing client data changes accurately...