Back Office Administrator in IFA Practice

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...

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...

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...

We are looking for an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre.Job RequirementsEnsure that all FCA, regulatory, industry and compliance standards are metAssist in the preparation of recommendations, including cash flow modelling scenariosThe successful candidate will have excellent technical knowledge of financial services...

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...

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...

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...

A 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...

Eden Scott is a leading recruitment agency with a busy office in Edinburgh. We are looking for an experienced Senior Administrator to IFA who can join our team and take on new challenges. The estimated salary for this role is £40,000 - £50,000 per annum, depending on experience.In this role, you will be responsible for providing administrative support to...

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...

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...

As a Financial Planning Administrator at Eden Scott, you will play a vital role in supporting our Chartered IFA practice. Your responsibilities will include preparing valuation reports, maintaining databases, processing new business, and navigating financial providers' websites.The successful candidate will have a strong understanding of the market and...

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...

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...

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...

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.

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. As a key member of our support team, you will be responsible for delivering exceptional client services and supporting our IFA practice.About the RoleWe are looking for someone with experience working in a support role within an IFA, who can...

Admin Assistant Trainee PositionOffice Angels has an exciting opportunity for a Trainee Admin Assistant to join their Edinburgh City Centre team. The successful candidate will be responsible for providing administrative support and contributing to the smooth operation of the office.

Customer Service Administrator OpportunityWe are seeking a highly motivated and organized individual to join our customer service team in Edinburgh. This role offers a unique opportunity to develop your skills and knowledge in customer service.Job DescriptionYou will be responsible for ensuring business administrative duties are compliant by organizing and...