Financial Services Coordinator for IFA Practice

About the OpportunityIDEX Consulting, a leading provider of financial services solutions, has an exciting new opportunity for a Financial Services Coordinator to join their team in Aberdeen.This is an excellent chance to work with a large and respected Independent Financial Adviser (IFA) practice, providing administrative support to their team of financial...

IFA Administrator Job OpportunityAt IDEX Consulting, we are seeking an experienced Financial Services Administrator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling various financial products including pensions and investments.Responsibilities:Prepare suitability reports...

**Role Overview**We are seeking an Independent Financial Adviser to join our team at MI Search in Aberdeen, working closely with our accountants to build and grow the financial planning practice.As an IFA, you will have a full proposition, access to HNW and UHNW clients, typically SME business owners, and full paraplanning support.**Responsibilities**Work...

We are MI Search, a national accountancy firm based in Aberdeen.Role OverviewAs an Independent Financial Adviser, you will be responsible for building and growing our financial planning practice within the Aberdeen location.You will have a full IFA proposition, access to high-net-worth clients, typically SME business owners, and full paraplanning...

IFA Administrator Job SummaryWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd.Key Responsibilities:Assist Financial Planners with client meetings and follow up on action pointsProcess new business and undertake platform tradesManage records and data, and liaise with clients and providersRequirements:Experience in...

A rare opportunity has arisen within IDEX Consulting to take over a fully established client bank. We are looking for an experienced IFA to join our team and provide expert financial advice to our legacy clients.Key Responsibilities:Investment and portfolio constructionCashflow planning and modellingPension and retirement planningInheritance tax and estate...

Job Summary: We are seeking an experienced Financial Planner to join our client's team in Aberdeen. This role offers a unique opportunity to work with HNW and UHNW clients, building and growing a portfolio of clients.Key Responsibilities:Work closely with accountants to build and grow the financial planning practice.Develop and maintain a full IFA...

Job Title: Financial Operations CoordinatorWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Fifth Ring. As a key member of our global marketing agency, you will play a crucial role in supporting our financial operations across Europe, the Americas, and Asia.Key Responsibilities:Monthly reconciliations...

About this roleWe are seeking a highly skilled Administrator to join our client's team as they expand their Financial Planning practice. The successful candidate will provide essential support to the Financial Advisers, ensuring the smooth operation of the business.Key responsibilitiesUndertake all administrative tasks for the Financial Advisers, including...

JohnstonGreer Ltd, a regional IFA provider of financial planning services to clients across investments, taxation, and pensions, is seeking an experienced Financial Adviser to join its team.The ideal candidate will have a proven track record in supporting Financial Advisors, with exposure to industry platforms and back-office tools. The role involves...

Job DescriptionWe're looking for a detail-oriented Financial Operations Coordinator to support our finance team with daily tasks, including processing purchase invoices and maintaining accurate records.About the RoleThis is an excellent opportunity to join Team Recruitment as a Financial Operations Coordinator and be part of a dynamic team that's dedicated...

Job DescriptionOrion Engineering Services is seeking a skilled Financial Accountant to join their team in Aberdeen. The successful candidate will be responsible for gathering and collating data to produce accurate reports for the budget, forecasts, and monthly year-to-date management accounts reporting. They will also support the preparation of statutory...

PD&MS Group is seeking a Financial Transaction Coordinator to join our finance team based in Aberdeen. The ideal candidate will have strong organizational and communication skills, as well as the ability to accurately and efficiently process various financial transactions.Key responsibilities include receiving, checking, processing, and paying contractors'...

Job SummaryThe Quote to Cash Coordinator will play a crucial role in supporting the Senior Coordinator, Quote to Cash, and collaborating with regional finance teams to streamline the Finance, Quote to Cash (QTC) cycle. This position will be responsible for implementing, executing, and maintaining the Finance QTC cycle, including testing and utilizing...

About the Role:In this dynamic Finance Student position, you will play a crucial role in supporting our finance teams in Aberdeen. As a responsive customer service provider, you will collaborate with Accounts Receivable and Accounts Payable teams to ensure seamless financial operations.Key Responsibilities:Provide exceptional customer service to customers,...

The role of Ethics Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners within the Financial Planning Team. Key responsibilities include:Key ResponsibilitiesSupervising IFA's in line with FCA training and competence requirementsIdentifying training needs for the IFA'sConducting quarterly KPI meetings with all IFA's and...

Job SummaryFifth Ring is seeking a highly skilled Senior Financial Coordinator to join our team in Aberdeen. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial processes.Key Responsibilities:Monthly reconciliations and account managementPreparation of debit and credit card entries and...

A rare opportunity has arisen for an experienced Paraplanner to join a highly reputable IFA practice in Aberdeen.As a key member of the team, you will be responsible for providing administrative support to the pensions team, ensuring the smooth delivery of services to clients.The successful candidate will have excellent communication skills, a strong...

Job DescriptionOrion Engineering Services is currently seeking to appoint a highly skilled and experienced Financial Director to join their team. This is an exciting opportunity for a seasoned professional to lead the development and execution of the company's financial strategy in line with business goals.Key Responsibilities:Lead the development and...

Financial and Group Reporting AccountantAs a key member of the finance team at Sulzer, you will play a crucial role in preparing monthly financial reports and management information. You will collaborate closely with the Operations Team and the Financial Controller to provide finance support to various projects, coordinating the monthly forecasting of...