Administrator (Financial Services)

**Financial Services Administrator** **Up to £29,000 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 servicethat it provides to its High...

Assisting the Adviser in delivery of high-quality financial advice to their clients as part of the financial advice process - Handling initial client enquiries in person, in writing & by telephone - Providing on-going liaison and support for existing clients - Creating & maintaining compliant client files (manual & computer based) - Intelligent Office CRM...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

**Financial Services Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Edinburgh office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in...

Henderson Loggie Financial Planning Ltd is a wholly-owned subsidiary of Henderson Loggie LLP. We provide specialist, independent financial advice to businesses and individuals located across Scotland. At Henderson Loggie & Henderson Loggie Financial Planning Ltd, our people are at the very heart of what makes us stand out from our competitors. We provide a...

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a FS / Client Services Administrator.This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week...

Idex Consulting have a new opportunity for an Financial Services Administrator to join a highly wealth management team in Edinburgh. **Overall summary**: Team member of the Client On-boarding & Data Maintenance team, part of the Client Operations functions and responsible for client on-boarding and client data maintenance. The overall client on-boarding...

**Administrator - Wealth Management** **Salary of up to £24,000.00** **Highly competitive and comprehensive benefits package (full list below)** **Office-based, with flexibility for occasional Hybrid-working.** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role...

Division - Location **Edinburgh** - Salary **Competitive + Bonus + Benefits** **The Vacancy** **OVERALL SUMMARY** Join TrinityBridge as a member of the Client Onboarding & Data Maintenance, 3rd Party team which is part of the Wealth Planning Services area of the business and responsible for client onboarding and client data maintenance. This covers Third...

**Financial Planning Administrator - Edinburgh - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...