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    Edinburgh, United Kingdom Meraki Talent Ltd Full time

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    Edinburgh, United Kingdom Meraki Talent Ltd Full time

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    Edinburgh, United Kingdom Eden Scott Full time

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  • IFA Administrator

    2 months ago

    Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full time

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    Edinburgh, United Kingdom Idex Full time

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  • Senior IFA Administrator

    2 months ago

    Edinburgh, United Kingdom Eden Scott Full time

    Senior IFA Administrator OpportunityOur client, a leading chartered wealth manager, is seeking an experienced IFA administrator to join their expanding Edinburgh team. This is a unique opportunity to work with a close-knit team, providing support to their advisers and contributing to the success of the organization.Key Responsibilities:Supporting advisers in...

  • Senior IFA Administrator

    2 months ago

    Edinburgh, United Kingdom Eden Scott Full time

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    Edinburgh, United Kingdom Eden Scott Full time

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  • Senior IFA Administrator

    4 weeks ago

    Edinburgh, United Kingdom Eden Scott Full time

    About the RoleWe are seeking an experienced Senior Administrator to join our busy Edinburgh office, providing technical support to our IFAs and contributing to the company's growth.Key ResponsibilitiesProvide administrative support to IFAs, including writing reports, creating 'reasons why' letters, and following up on client queries.Carry out market research...

  • Senior IFA Administrator

    3 weeks ago

    Edinburgh, United Kingdom Eden Scott Full time

    Job Opportunity: Senior IFA AdministratorEden Scott is seeking an experienced Senior Administrator to join their busy Edinburgh office. This is a rare opportunity to work with a reputable organisation with offices across Scotland.The successful candidate will be accountable for providing technical support to IFAs, including writing reports, creating 'reasons...

  • Senior IFA Administrator

    2 weeks ago

    Edinburgh, United Kingdom Eden Scott Full time

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    2 months ago

    Edinburgh, United Kingdom Idex Full time

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  • Ifa Administrator

    5 months ago

    Edinburgh, United Kingdom Idex Full time

    Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You...

  • Junior Paraplanner

    4 months ago

    Edinburgh, Scotland, United Kingdom Eden Scott Full time

    My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

  • Ifa Administrator

    5 months ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Full time

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  • Client Services Administrator

    5 months ago

    Edinburgh, United Kingdom Idex Full time

    Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Your main responsibilities in this role will be:Preparing valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

  • Financial Services

    5 months ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Full time

    Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

  • Senior IFA Support Specialist

    2 weeks ago

    Edinburgh, United Kingdom Eden Scott Full time

    Job SummaryWe are seeking an experienced Senior Administrator to provide technical support to our Financial Advisors in our Edinburgh office. The successful candidate will be responsible for writing reports, creating 'reasons why' letters, following up on client queries and conducting market research on behalf of our advisors.Key ResponsibilitiesProvide...

  • Financial Services Administrator

    3 weeks ago

    Edinburgh, United Kingdom Idex Full time

    Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Your main responsibilities in this role will be:Client reviewsPreparing valuations/illustrationsProcessing new business and renewalsAssisting...

IFA Administrator

2 months ago

Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is seeking an experienced IFA Admin to join our team. As an IFA Admin, you will be responsible for conducting research and gathering data on investment products, providers, and industry regulations to support the IFA's decision-making process. Your duties will include processing client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions. You will also be responsible for maintaining accurate records and ensuring compliance with regulatory requirements. To be successful in this role, you will need to have strong attention to detail and accuracy in data entry and documentation. Proficiency in MS Office Suite and CRM software is also essential. If you have previous experience working in a similar administrative role within the financial services sector, we encourage you to apply.