Ifa Client Services

**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...

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...

LocationEdinburgh 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...

IFA Support To £29,000 plus benefits Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Hybridas the new working model. Supporting a Financial Planner...

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 working with an 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 and writing suitability letters etc.Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms.You will be encouraged to...

Idex Consulting are working with a IFA Practice to recruit an IFA Support in Edinburgh. This is an excellent opportunity for someone already working within a wealth management or IFA support role or perhaps someone working in a different area of financial services looking to break into the financial planning market. **Responsibilities**: - Navigating...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new opportunity has become available for an Office manager to join this stable IFA firm as they continue to grow. This is an excellent opportunity if you are already working as IFA support and are looking to progress your career and undertake additional team management tasks in...

Job description Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator.Key responsibilitiesPrepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)Liaise with providers to obtain client product details and prepare illustrationsSubmit and...

My 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...