Financial Services Coordinator for Aberdeen IFA Practice
1 week ago
IDEX 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 advisers.
The ideal candidate will have experience working in a similar role within the financial services industry, with a strong understanding of financial products such as pensions and investments.
Key Responsibilities:
- Prepare suitability reports and annual reviews/valuations for clients
- Utilize various platforms and systems to obtain quotes, illustrations, product information, and paperwork
- Liaise with providers and deal with client queries in a professional and timely manner
- Process new business and maintain accurate records
We offer a competitive salary, estimated at £25,000 - £30,000 per annum, depending on experience, plus benefits.
At IDEX Consulting, we strive to create an inclusive and supportive work environment where everyone can thrive. Our Diversity, Equity, and Inclusion Mission aims to drive conscious inclusion across our business, promoting equitable pathways for all employees.
If you are passionate about delivering exceptional administrative support in a dynamic and fast-paced environment, please apply today.
-
Financial Services Coordinator for IFA Practice
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a skilled Financial Services Coordinator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling a range of financial products including pensions and investments.Key responsibilities include:Preparing suitability reports and utilizing IO...
-
Senior Financial Planner
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom MI Search Ltd Full timeJob 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...
-
Administrative Support for Financial Services
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeIFA 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...
-
Financial Planning Specialist
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom MI Search Full timeWe 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...
-
Financial Services Advisor
3 days ago
Aberdeen, Aberdeen City, United Kingdom MI Search Full time**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...
-
Care Worker
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Voluntary Service Aberdeen Full time**Supporting Vulnerable Adults in Aberdeen**Voluntary Service Aberdeen (VSA) is a respected charity dedicated to providing exceptional care and support to individuals in Aberdeen. Our mission is to empower people to live their best lives, and we're seeking a dedicated Care Worker to join our team.As a Care Worker, you'll play a vital role in supporting...
-
Temporary Driving Positions in Aberdeen
5 days ago
Aberdeen, Aberdeen City, United Kingdom Blue Arrow - Aberdeen Full timeCompany OverviewWe are Blue Arrow, a well-established recruitment agency in Aberdeen. Our team specializes in providing temporary and permanent staffing solutions to clients across various industries.SalaryThe salary for this position is £27,500 per annum, based on a 37.5-hour week and 46 weeks worked per year.Job DescriptionWe are currently seeking a 7.5t...
-
Aberdeen Sales Manager
1 week ago
Aberdeen, Aberdeen City, United Kingdom Station Hotel Aberdeen Full timeJob Title: Aberdeen Sales Manager About the Role: You will be responsible for driving revenue and market share across our four hotels in Aberdeen. Your main responsibilities will include promoting and selling our hotels to local clients, focusing on corporate customers, meetings, groups, and relevant agents.Promoting & Selling: Market our hotels and the...
-
Aberdeen Telecare Professional
1 week ago
Aberdeen, Aberdeen City, United Kingdom Aberdeen City Council Full timeCompany Overview:Aberdeen City Council is a leading provider of technology solutions and services in the city of Aberdeen.Job Summary:We are seeking an experienced Senior Telecare Technician to join our team. The successful candidate will be responsible for providing high-quality support to our vulnerable or elderly clients, utilizing technology solutions to...
-
Senior Financial Director
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Orion Engineering Services Full timeAbout the RoleOrion Engineering Services is seeking a highly experienced and skilled Senior Financial Director to join our team in Aberdeen. As a key member of our leadership team, you will be responsible for driving our financial strategy and ensuring the company's financial performance aligns with its business objectives.Job DescriptionFinancial...
-
Financial Transaction Coordinator
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom PD&MS Group Full timePD&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'...
-
Financial Operations Coordinator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Fifth Ring Full timeJob 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...
-
Senior Financial Coordinator
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Fifth Ring Full timeJob 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...
-
GP Opportunity in Aberdeen City Centre Practice
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom NHS Grampian Full timeRubislaw Place Medical Group is seeking a forward-thinking General Practitioner (GP) to join our well-established and organised practice in the heart of Aberdeen.We are looking for a GP who can contribute to the delivery of high-quality patient care, work collaboratively with our multidisciplinary team, and participate in practice development.The successful...
-
Financial Planning Specialist
1 week ago
Aberdeen, Aberdeen City, United Kingdom Bilfinger Full timeJob DescriptionAt Bilfinger UK Limited, we are a leading engineering and maintenance provider supporting customers across various markets.Bilfinger UK Limited is located in Aberdeen.Our company enhances the efficiency of assets, ensuring high availability and reducing maintenance costs.Main Responsibilities:We require a Financial Planning Specialist to work...
-
Culinary Experts for Blue Arrow
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Blue Arrow - Aberdeen Full timeJob OverviewBlue Arrow - Aberdeen is seeking skilled culinary experts to join our team in the catering business. We offer full-time and part-time positions, as well as opportunities for contract work in various settings.Monday-Friday and weekend shifts are available.Positions are available in Contract Catering; Schools; Care Homes; Restaurants; Hotels; Bars...
-
Dental Specialist for Aberdeen Practice
1 week ago
Aberdeen, Aberdeen City, United Kingdom dentistjobs.co - Jobboard Full timeAbout the RoleOur client, a reputable dental practice in Aberdeen, seeks an experienced and skilled Orthodontist (Part Time) to join their team. This is an exciting opportunity for a dedicated professional to work with a state-of-the-art clinic providing comprehensive orthodontic services.About the ClinicThe clinic is a mixed practice offering a range of...
-
Financial Services Coordinator
6 days ago
Aberdeen, Aberdeen City, United Kingdom Fugro-Geoteam AS Full timeAbout 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,...
-
Financial Planner Support Specialist
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeIFA 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...
-
Aberdeen, Aberdeen City, United Kingdom Swan Veterinary Practice Full timeAt Swan Veterinary Practice, we're looking for a skilled Registered Veterinary Nurse to join our team in Aberdeen. This is a fantastic opportunity to work in a busy and dynamic practice with a variety of cases and a great team environment.**Job Summary**We're offering a competitive salary of £34,736 per year, paid weekly at an hourly rate of £16.70. This...