Ifa administrator
1 day ago
My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planners. You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
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Ifa Administrator
3 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeIFA 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...
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IFA Administrator
3 days ago
Edinburgh, United Kingdom Heat Recruitment Full timeLocationEdinburgh Salary Competitive TypePermanent WorkplaceOn-Site Ref88501 Recruiter Managing This Role IFA Administrator ? Location: Edinbrough ? Salary: Up to £32,000 Are you an experienced financial services administrator looking for your next career move? Were working with a respected financial planning firm seeking a proactive and detail-driven IFA...
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Ifa Administrator
5 days ago
Edinburgh, United Kingdom Search Consultancy Full timeIFA 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...
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Senior IFA Administrator
3 weeks ago
edinburgh, United Kingdom Meraki Talent Full timeSenior 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...
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Senior IFA Administrator
4 weeks ago
Edinburgh, United Kingdom Meraki Talent Full timeSenior 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...
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Ifa
3 days ago
Edinburgh, United Kingdom Pinstripe Personnel Full time**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...
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Senior IFA Administrator
7 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Full time £25,000 - £40,000 per yearSenior 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...
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IFA Administrator
4 weeks ago
Edinburgh, United Kingdom Fram Search Full timeHybridCompetitive 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...
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IFA Administrator
3 weeks ago
edinburgh, United Kingdom Fram Search Full timeHybrid 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...
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IFA administrator
1 week ago
City of Edinburgh, United Kingdom Eden Scott Full timeMy client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a Financial Planning Administrator to join the team.You will mainly support the team of financial planners by:Preparing valuation reportsMaintaining internal...