Senior IFA Lead
3 weeks ago
In this role, you will be responsible for providing administrative support to our clients and candidates. This will include tasks such as managing databases, updating records, and coordinating events. You will also be working closely with our sales team to identify new business opportunities and help grow the company.
To succeed in this role, you will need to have excellent communication and organizational skills. You should be able to work effectively in a fast-paced environment and be comfortable using technology to manage data and communicate with colleagues. If you are a motivated and enthusiastic individual who is looking for a new challenge, we would love to hear from you.
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Senior IFA Administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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...
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Senior IFA Paraplanner Role
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe are seeking an experienced Senior IFA Paraplanner to join our expanding Edinburgh office. As a vital member of our team, you will be responsible for preparing detailed reports, conducting research, and reviewing investment and financial data for our HNW clients.To succeed in this role, you will need a strong understanding of whole-of-market/IFA principles...
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Senior IFA Paraplanner Position
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeA 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...
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IFA Operations Coordinator
5 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeIFA 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,...
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Senior IFA Leader
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeCompany Overview">Eden Scott is a reputable recruitment agency based in Edinburgh, dedicated to connecting talented professionals with exciting career opportunities.Salary and Benefits">We are offering a competitive salary of £45,000 - £55,000 per annum, commensurate with experience, as well as a range of benefits including 25 days annual leave, pension...
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IFA Report Writer
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeIFA Report Writer and ResearcherWe are seeking an experienced professional to join our team in Edinburgh. As an IFA Report Writer and Researcher, you will be responsible for providing high-quality reports and research to our clients. Key skills and qualifications required include:Strong writing and analytical skillsExperience in report writing and...
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IFA Opportunities in a Growing Practice
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe are delighted to offer a unique opportunity for an experienced IFA to join our client's team, a leading wealth management practice that has been established for many years.About the RoleThis is a full-time position, with flexible working arrangements available to ensure a good work-life balance.You will have the opportunity to work from home or our local...
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Senior Financial Planning Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeSenior IFA AdministratorTo £30,000 plus benefitsA leading wealth management firm seeks a skilled Financial Services Administrator to support the delivery of high-quality services to its prestigious client portfolio. As a key member of the team, you will be responsible for providing administrative support across various aspects of Private Client Investment...
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Senior Wealth Management Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott is a leading recruitment agency supporting top wealth management practices in their growth. We are currently working with a highly reputable, stable practice looking for an experienced IFA to join their team due to expansion and further acquisitions.">About the JobThe role will be home or office based, providing flexibility and work-life...
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Senior Financial Analyst
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott is seeking an experienced Senior Financial Analyst to join their Edinburgh office. This rare opportunity will see the successful candidate take on a new challenge within a highly regarded wealth management firm. The role will involve report writing, research, and financial reviews for high net worth clients. The ideal candidate will have...
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Wealth Management Administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...
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Wealth Administration Role
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeA talented Paraplanner is required to support our growing Edinburgh office at Eden Scott. As a senior IFA administrator or paraplanner, you'll play a vital role in driving business success and delivering exceptional client service.Your primary responsibilities will involve producing reports, conducting research, and analyzing investment and financial data....
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Senior IFA Role Opportunity
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe are looking for an experienced Senior Administrator to join our busy Edinburgh office. The successful candidate will have a strong administrative background, excellent communication skills, and the ability to work in a fast-paced environment.Company Overview:Eden Scott is a leading recruitment agency in Edinburgh, specializing in the placement of...
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Wealth Management Administrator Lead
5 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWealth Management Administrator LeadFunding: Up to £30,000 per annumThis prominent wealth management company is looking for a highly skilled Financial Services Administrator to lead their administrative support functions. The ideal candidate will possess strong organizational abilities, attention to detail, and excellent communication skills.The selected...
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Experienced Administrator to Senior Role
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role">This is a unique opportunity for an experienced administrator to take on a challenging and rewarding role within our financial services team. As a Senior Administrator to Senior IFA, you will be responsible for providing administrative support, maintaining accurate records, and contributing to the development of new business strategies.Key...
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Financial Services Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeJob Summary: We are seeking a highly motivated and organized Trainee Paraplanning Professional to join our dynamic IFA business in Edinburgh. As a key member of the team, you will be responsible for delivering exceptional client service while working towards your diploma in financial services.About Us: Our company, IDEX Consulting, is a leading player in the...
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Chartered Adviser Opportunity
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Company: Eden Scott is a Scottish-based financial services firm with a strong commitment to excellence and customer service. They are looking for a skilled Financial Adviser/Senior to join their team and contribute to their continued growth and success.Job Requirements: To be successful in this role, you will need several years of experience...
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Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe're seeking a skilled and motivated IFA to join our team at Eden Scott. As an Independent Financial Advisor, you'll play a key role in driving our growth and expansion. With a comprehensive client base and a strong team behind you, you'll have the freedom to focus on what you do best - providing first-class service and achieving outstanding results.The...
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Leading IFA Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeBenefits Package Salary and CommissionThe successful candidate will receive a highly competitive basic salary of £65,000 - £85,000 per annum, depending on experience. In addition, you will be eligible for a performance-related commission package that rewards your hard work and dedication. Pension SchemeWe offer a comprehensive pension scheme that provides...
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Paraplanner Support Role
3 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeAbout the RoleThis is an excellent opportunity for a skilled Trainee Paraplanner to join our team at IDEX Consulting in Edinburgh.We are looking for someone with previous experience in the IFA industry and who is working towards their diploma in financial services.Duties:Develop and maintain reports for financial services products including ISAs and...