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.

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...

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...

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...

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...

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...

Job Title: IFA Administrator - Development OpportunityWe are seeking an experienced Client Support Administrator to join our dynamic team in the financial services industry. This position offers a career-advancing opportunity for individuals with at least two years of experience working within a Wealth Management/ Financial Planning environment.The...

Dimensions Specialist Recruitment Ltd is seeking a highly skilled Project Pension Administrator to join their team in the financial services sector.The successful candidate will support the operational teams in delivering scheme projects alongside business as usual operations, working on a variety of projects including GMP reconciliation and equalisation,...

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...

Part-Time Mortgage Administrator OpportunityThis part-time position offers the flexibility to work from home and is ideal for individuals seeking a balanced lifestyle. The successful candidate will be responsible for handling all aspects of mortgage cases, including liaising with third-party solicitors.About JohnstonGreer LtdWe are a specialist recruitment...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

About the roleWe're seeking an experienced Financial Remediation Expert to join our Remediation team at Nucleus Financial. In this role, you'll play a crucial part in resolving complex issues and ensuring our customers receive exceptional service.Your primary focus will be on investigating issues, determining their impact, and implementing effective remedial...

About the Role: We are looking for a skilled support professional to join our team at IDEX Consulting in Edinburgh. As a Client and Service Delivery Assistant, you will be responsible for providing exceptional administrative services to clients. The ideal candidate will have previous experience working within a similar support role and be able to work...

Seeking a Talented Administrative Professional for International Financial Planning RoleForth Capital, a leading International Financial Planning firm, is seeking an experienced Administrative Professional to join our Client Services Team. This role offers a competitive salary of $50,000 - $70,000 per annum, commensurate with experience, plus opportunities...

Job DescriptionWe are seeking a talented Financial Services Consultant to join our team at National Financial Network. As a key member of our organization, you will be responsible for providing expert advice to clients on financial planning and wealth management.About the Role:Develop and implement comprehensive financial plans for clients to achieve their...

Become a Valued Member of Our Team as a Financial Services CoordinatorForth Capital is a well-established International Financial Planning firm seeking an experienced Financial Services Coordinator to join our Client Services Team. This role offers a competitive salary of $55,000 - $75,000 per annum, commensurate with experience, plus opportunities for...

Job Title: Financial Planning ConsultantAbout the Company: Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional advice and support to our clients. Our team is dedicated to helping individuals achieve their financial goals and secure their future.Salary: £45,000 - £60,000 per annum, depending on...

We are seeking an Administrative Service Coordinator to join our team at NHS National Services Scotland. In this role, you will be responsible for providing administrative and clerical support to the Waiting List Management service.The ideal candidate will have excellent organizational skills, attention to detail, and ability to work accurately in a...

About DiligentaDiligenta, a subsidiary of Tata Consultancy Services, is a leading provider of platform-based life and pensions administration services. We strive to deliver exceptional customer service and aim to transform our clients' operations.We are seeking a talented Business Analyst to join our team in either Bristol or Edinburgh. This role will be...