Senior IFA Role Opportunity

Job 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...

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...

We require a highly motivated IFA Paraplanning Role professional to join our team in Edinburgh City Centre. The successful candidate will be responsible for ensuring that all FCA, regulatory, industry, and compliance standards are met.Job RequirementsA minimum of Diploma in Financial Planning, ideally working towards CharteredExcellent technical knowledge of...

About this RoleWe are looking for a seasoned IFA to join our team at Eden Scott, a thriving wealth management practice. As a key member of our team, you will play a crucial role in delivering exceptional client service and driving business growth.In terms of salary, we estimate that this role comes with a competitive remuneration package, estimated to be...

About the RoleIn this dynamic role as an IFA Support Professional, you will provide administrative assistance to IFAs, including managing client files, preparing documents, and maintaining records. You will also assist in preparing client review packs, suitability reports, and other documentation.You will work closely with internal departments to ensure...

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...

IFA 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...

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...

We are looking for a skilled Paraplanner to support our IFA Practice in Edinburgh City Centre. The successful candidate will work closely with our Financial Adviser to ensure that clients' recommendations are prepared accurately and efficiently.Key ResponsibilitiesAttend client meetings and identify areas for planningCarry out technical calculations and...

About the RoleEden Scott is seeking a highly skilled and experienced Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with a comprehensive benefits package and opportunities for career growth.Key ResponsibilitiesReport...

At Eden Scott, we pride ourselves on being a dynamic and forward-thinking wealth management practice. We are currently seeking an experienced IFA to join our team and contribute to our continued success.The ideal candidate will be highly skilled and able to provide exceptional client service. In return, we offer a competitive salary package, estimated to be...

Job Description: Are you looking for a challenging role that combines administrative skills with the opportunity to work towards a diploma in financial services? As a Financial Services Specialist at IDEX Consulting, you will play a crucial part in maintaining client relationships while ensuring all tasks are completed efficiently and effectively.About IDEX...

Job DescriptionThis role is an excellent opportunity for a qualified accountant to join our team as a senior accounts position. As a senior accountant, you will be responsible for managing a portfolio of clients, preparing their yearly statutory accounts, processing vat returns, and HMRC tax returns. You will work directly with clients, conducting...

Establish a thriving career in financial services with our esteemed client, a pioneering Independent Financial Advisor (IFA) firm based in the heart of Leith, Edinburgh.About Our ClientOur client is a dynamic and expanding IFA firm dedicated to delivering exceptional results for their clients. With a strong focus on growth and innovation, they offer an...

Job OverviewThis is an excellent opportunity for a qualified accountant to join our team as a senior accounts position. As a senior accountant, you will be responsible for managing a portfolio of clients, preparing their yearly statutory accounts, processing vat returns, and HMRC tax returns. You will work directly with clients, conducting face-to-face and...

Job OverviewMeraki Talent Ltd is seeking a skilled Senior Business Operations Coordinator to join their team in Edinburgh. This is an exciting opportunity for a motivated and detail-oriented individual to support the Advisors and wider business operations.ResponsibilitiesManage client relationships by processing new business applications, gathering required...

Wealth 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...

About the RoleThis senior accounts position is an exciting opportunity to join a forward-thinking firm of chartered accountants in Edinburgh. As a senior accountant, you will be responsible for providing an excellent service to a portfolio of clients, while also being given a high degree of independence in your work. The firm promotes flexible working and...

My client is a respected wealth management firm in Edinburgh city centre. This role involves preparing Suitability Reports and liaising with product providers for pension and investment information.To be considered, you must be an experienced Paraplanner within an IFA, having completed exams or made significant progress towards them. Your background should...

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...