Senior Financial Planning Administrator

IFA Administrator £22,000 to £26,000 plus benefits IFA Administrator required by this prominent wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administrationduties for a senior Advisor. You can choose your...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: - Prepare suitability reports - Using IO system and a variety of platforms -...

Our client is looking for a Financial Administrator on a permanent basis, located in Aberdeen. **ROLE** The purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service. **RESPONSIBILITIES** - Arrange...

**Responsibilities** Titan Torque Services Ltd require an experienced Financial Administrator to join our team based in Aberdeen. You will provide support to ensure the efficient running of our office and. Your main duties will include processing purchase orders and invoices, maintaining supplier records and inventory control. You will also assist by...

Financial Services Administrator £22,000 to £25,000 plus benefits Administrator required by this regional Wealth Manager that provides financial planning to HNW clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member tosupport the Financial Planners. As...

Independent Financial Adviser - Trainee/Junior/Senior - Client Bank Provided Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you! About Us We are working with a leading...

IFA Administrator £24,000 to £28,000 plus benefits IFA Support required by this regional wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and they continue to grow the local team. Supporting the Financial Planners you will be responsible for...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Using IO system and a variety of platforms - Obtain quotes,...

IFA Administrator £24,000 to £28,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in acouple of years. - servicing existing client...

**Location is flexible for this role.** **The Senior Administrator will be responsible for (but not limited to)**: - Assisting the Marketing Director to help with regular diary planning, arranging core meetings as well as other ad-hoc administrative duties as required, for example research tasks, project work - General ad hoc diary management and travel...