IFA Administrator

IFA Administrator £25,000 to £29,000 plus benefits This highly successful IFA firm provides advice across the full range of Private Client Investment and Retirement Planning. They now require a new IFA Administrator to provide support to the Financial Planners. Working alongside a Financial Planning Director you will be responsible for providing...

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties...

Idex Consulting are recruiting for an experienced Financial 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 valuations - Processing new business and renewals - Process fund switches -...

Senior IFA Administrator/Paraplanner £26,000 to £32,000 plus benefits Paraplanner/IFA Administartor required by this well-established financial advice firm that offers first class advice to HNW clients and business owners. Due to continued growth, they are looking to recruit a senior member of staff to join the team with theresponsibility for...

Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate...

Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...

**Independent Financial Adviser** **Edinburgh** **Negotiable Salary + Clients Provided + Bonuses = OT £75,000+** A Scottish based IFA / Wealth Planning firm is looking to appoint an experienced IFA in Edinburgh. The role has arisen due to the firm's expansion. There is an excellent lead source along with full Administration and Paraplanning support. In...

Senior IFA AdministratorPermanentEdinburghMeraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...

HybridCompetitive salaryFinancial AdviceFram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work.The role involves preparing research, cashflow modelling and technical...

Hybrid Competitive salary Financial Advice Fram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work. The role involves preparing research, cashflow modelling and...