Experienced IFA Vacancy in Wealth Management

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...

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 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...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

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...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

We'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...

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...

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...

Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...

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...

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

Job DescriptionWe are seeking a skilled Paraplanner to join our team in Edinburgh. The successful candidate will assist in the preparation of Suitability Reports and provide support to the Financial Adviser/MD.Key responsibilities include:Liaising with product providers for pension and investment informationAssisting in due diligence reviews of investment...

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

Eden Scott is a reputable wealth management practice seeking an experienced IFA to join their team. This is an excellent opportunity for a skilled professional to leverage their expertise and contribute to the company's growth.The job will be based either at home or in the office, offering flexibility and convenience. You will have access to a local office,...

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

About UsWe are Lloyds Banking Group, a leading financial services provider.Job DescriptionAs a Senior Wealth Manager at Lloyds Banking Group, you will play a key role in managing our clients' wealth. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Key...

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...