Senior IFA Administrator
2 weeks ago
Senior IFA Administrator
To £30,000 plus benefits
Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm has fully returned to the office.
Working alongside a Financial Planning Director and another IFA, you will be responsible for providing administration support including:
- New business processing
- Investment valuations
- Quotations
- Provider and other third-party liaison
- Compliance checking
- Database management
- High level of client contact
- Prepare for client meetings
- Completing post meeting action points
Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial planning.
#J-18808-Ljbffr-
Senior IFA administrator, Paraplanner
3 days ago
Edinburgh, Edinburgh, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA administrator, Paraplanner, EdinburghClient:Location:Edinburgh, United KingdomJob Category:OtherEU work permit required:YesJob Reference:e9271ff6fe3cJob Views:11Posted:26.04.2025Expiry Date:10.06.2025Job Description:My client is a reputable, award-winning Financial practice with a successful history...
-
Senior IFA Administrator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all...
-
Senior IFA administrator, Paraplanner
10 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full administrative...
-
Senior IFA administrator, Paraplanner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full administrative...
-
Senior IFA administrator, Paraplanner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom s1jobs Full timeMy client is a reputable, award-winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh.In the job you will be providing full administrative...
-
Senior IFA Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office with flexibility to work from home the part of the week.The business has highly performed and following a period of expansion require additional administrative support to...
-
Senior IFA administrator, Client Support
3 days ago
Edinburgh, Edinburgh, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA administrator, Client Support - HNW, Edinburghcol-narrow-leftClient:Location:Edinburgh, United KingdomJob Category:Customer Service-EU work permit required:Yescol-narrow-rightJob Reference:ebfa6368ba4cJob Views:9Posted:26.04.2025Expiry Date:10.06.2025col-wideJob Description:My client is a leading...
-
IFA Administrative Assistant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...
-
IFA Administrative Assistant
6 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...
-
IFA administrator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeMy 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. You will mainly be providing support to the team of financial planners. You will prepare valuation...