IFA Practice Assistant

Job SummaryWe are seeking a highly organized and communicative Dental Receptionist for Ardmillan Dental Practice. This role involves managing patient flow, processing payments, and assisting with administrative tasks.Key Responsibilities• Process payments and manage billing inquiries• Assist with data entry, maintaining office supplies, and collaborating...

Our client, a reputable wealth management practice, is seeking an experienced IFA to join their team. The successful candidate will be based in a local office, where they will have access to a paraplanner and sales support. The role will involve working with clients to provide financial advice and guidance. If you are a motivated and experienced IFA looking...

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...

Eden Scott: Exciting Opportunity for Experienced IFAA growing wealth management practice seeks an experienced financial professional to join their team, servicing a client base with recurring income and handling new business through referrals.The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for...

**Job Summary**We are seeking an experienced and professional individual to join our team as an Assistant Practice Manager.**Key Responsibilities**Support the Business Manager in the day-to-day operations of the practice.Oversee all administrative workloads and supervise administrative staff.Ensure accurate records are kept and tasks are completed to a high...

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...

At IDEX Consulting, we are seeking a highly skilled and experienced Financial Services Administrator to join our team in Edinburgh.Main responsibilities include:Preparing valuationsProcessing new business and renewalsProcessing fund switchesAssisting with researchSending letters of authorityBooking client appointmentsUpdating pending work listThis role...

Our client is a leading wealth management firm based in Edinburgh. We are currently seeking a Paraplanner to join our team.The successful candidate will be responsible for:Preparing Suitability ReportsLiaising with product providers for pension and investment informationAssisting in due diligence reviews of investment funds and platformsKey requirements...

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...

About the RoleWe are seeking a highly skilled individual to join our team as a Client Journey Manager. In this role, you will work closely with clients, creating personalized packs and obtaining quotes to meet their needs. Strong communication and problem-solving skills are essential for success in this position.Key Responsibilities• Develop and maintain...

Your RoleAs a key member of our team at Fairmilehead Dental Practice & Implant Centre, you will play a vital role in delivering exceptional patient care while adhering to clinical and health & safety guidelines.Responsibilities include:Creating a welcoming environment for patients, setting them at ease from the outsetMaximising the use of our internal system...

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

Mentorship Role in a Brand New PracticeA new opportunity has become available for a Qualified Dental Associate to join a brand new independent practice.This practice can assist candidates who are interested in the PLVE or EU mentor scheme as they can offer a mentor/visa sponsorship.The practice is equipped with 6 brand new fully fitted surgeries, with brand...

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

Your Future in DentistryAre you passionate about delivering exceptional patient care and leading a high-performing team? As a Practice Manager at mydentist, you'll play a pivotal role in driving our practice's success.Key ResponsibilitiesDrive practice performance by setting and achieving objectives, including outstanding patient care and financial...

About UsWe are a forward-thinking, patient-centred medical practice with a dedicated team comprising five GP Partners, two Salaried GPs, four Advanced Nurse Practitioners (ANPs), and one Practice Nurse serving 15,400 patients in the heart of Newton Mearns.Job Summary:We are seeking an enthusiastic and reliable person to join our friendly, supportive, and...

With a full, clean driver's license and access to a car, you will play a key role in supporting the delivery of training, clinically related administration, and project work at The Edinburgh Practice.This exciting opportunity involves developing social media content for various platforms, assisting in audits, and collecting statistics. You will also be...

We are seeking an experienced General Practice educator to join our team delivering General Practice education and support within the West region of the Scotland Deanery.The Programme Director will co-ordinate specialist training for General Practice for the Ayrshire and Arran GP Training Programme.Key responsibilities include programme management, providing...

We are currently seeking an Associate Dentist to join our team at a dental practice located in the heart of Edinburgh City Centre.Company OverviewMission-driven MBR Dental is a renowned dental practice committed to providing exceptional patient care and fostering a supportive environment for our clinicians. Our state-of-the-art, 6-surgery practice boasts...

We are looking for an enthusiastic and motivated General Practitioner to join our friendly and supportive team at Cochrane Medical Practice in Greenock. The ideal candidate will have excellent communication skills and a passion for providing high-quality patient care.Our extended Practice Team includes Salaried GPs, Advanced Nurse Practitioners, Practice...