IFA Administrator

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...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy. The role would be based hybrid from their offices, remain...

Customer Service Executive PermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Client Service Executive to join their team in Edinburgh.Responsibilities:Assist the IFA’s in managing client relationships, processing new business applications, gathering required documentation, and maintaining accurate client records.Prepare...

Job Title: Financial AdviserIndustry: Financial ServicesLocation: EdinburghSalary: Up to £65,000Job Ref: 9441Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh. Company: This is a UK wide company, offering financial planning and wealth...

We are looking for an experienced IFA administrator or paraplanner to join our small, but well-established team in Glasgow. This position is office based and located near Blythswood Square. The Role - Processing and checking all aspects of pension and investment administration - Administration of client paperwork - Completing review reports for clients -...

IFA Administrator £20,000 to £24,000 plus benefits and bonus IFA Administrator required by this highly successful IFA firm that provides advice across the full range of Private Client Investment and Retirement Planning. IFA Administrator required due to growth within the business to provide support to 2 high levelFianncial Planners as part of the...

IFA Administrator / Wealth Administrator / Financial Administrator / Financial Planning Administrator / Sales Support / Wealth Planning / Business Support / Client Services / Client Support / Client Delivery / IFA / CII / CISI / Wealth Management **Location -**Glasgow, UK **Salary -**£20,000-£30,000 **Duration -**Permanent, full time A bespoke independent...

IFA Administrator £20,000 to £25,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides IFA advice to HNW Private Clients across investments, retirement planning and protection. The business continues to grow and is a leading brand within the region. Applicants must have Advisor support experience...

**IFA Administrator** **Glasgow** **Permanent** **£23,000 - £32,000 DOE** Do you have experience offering administrative support within a financial services organisation? Maybe you have financial services customer service experience, looking to transfer into a more technical administration role? CORE Talent Solutions is delighted to be partnering with...

Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administrationis your strength, please apply! This is a fantastic opportunity to join a talented team and work with...

IFA Administrator £22,000 to £26,000 plus benefits IFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation    Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch…    A Glasgow based Wealth Management Firm...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation    Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch…    A...

IFA Administrator Up to £30K Glasgow Central Hybrid working after probation Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business?Wanting to sit your Diploma and require support to do this?If any of the above are true, then get in touch… A Glasgow based Wealth Management Firm are keen for...

We are currently looking for a Financial Planning Administrator to join our clients. Their independent financial advisers offer personal and business client support across Scotland. Their diverse knowledge and expertise are unrivalled. **Working hours**: As an IFA Administrator, you’ll be required to work Monday - Friday. **The successful IFA...

**IFA Administrator** **Location: Glasgow** **Salary: £22,000 - £28,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

IFA Administrator - Permanent - Glasgow Do you have experience working as an IFA administrator? OR are you a keen graduate with a background in administration? Are you looking for an organisation that will offer you industry exam opportunities? If this sounds like you APPLY now! HRC are working with a fantastic wealth management business who are looking to...

Are you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team. Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a...

Due to expansion, there is a brand new opportunity for an IFA Administrator to join a highly reputable, expanding firm with a 30 year history. They comprise of an experienced team providing advice, both face-to-face and online. We also have a dedicated pensionsteam, with in-depth technical expertise. The firm have a strong ethos of fairness, support and...

Are you an experienced IFA Administrator looking for a challenge in the Glasgow area? If so, and you have a passion for financial services and a strong commitment to delivering exceptional service, then this opportunity is perfect for you! Our client, a well-established firm of Independent Financial Advisers based in Clydesbank who are directly authorised...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...

Job Description IFA Administrator Glasgow Up to £28,000 (depending on experience) Monday - Friday (Hybrid working) Do you feel like there is no career path to follow in order to progress and develop?Are you looking to be part of a larger firm with likeminded people around you?Feeling under appreciated for the work you do?If any of the above statements are...

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations. **The Role**: - Producing client valuations - Doing pension switches, top ups and withdrawals - Chasing providers and dealing with customer/client...

Job Summary: We are looking for an organized and detail-oriented IFA Administrator to join our team in Newton Mearns. This role involves providing administrative support to our financial advisers, including responding to client queries and processing new business applications.Main Responsibilities:Providing administrative support to financial...