IFA Administrator

IFA AdministratorGlasgowUp 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 true then this may be...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

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...

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...

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...

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

Job Description IFA Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: - Preparing valuations - Processing new business and renewals - Process fund switches -...

Role DescriptionWe are currently recruiting for an IFA Administrator to work with our established IFA firm located in Edinburgh. This is a permanent position offering a competitive £33,000 - £38,000 per annum salary.The successful candidate will be responsible for providing administrative support to the IFA, including:Processing client investment...

Job OverviewWe are seeking an experienced professional to join our expanding Edinburgh office. As a Senior IFA Administrator, you will play a critical role in delivering exceptional client experiences.About the RoleThe ideal candidate will have a background in whole of market/IFA environment or provider, with experience in report writing and research. Key...

Pensions Administration OpportunityEden Scott is seeking a skilled Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £55,000 - £70,000 per annum, along with a comprehensive benefits package and opportunities for career growth.ResponsibilitiesResearch and report writing for high net...

Idex Consulting are working with a brilliant 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, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You...

About the RoleIn this dynamic role as an IFA Support Professional, you will provide administrative assistance to IFAs, including managing client files, preparing documents, and maintaining records. You will also assist in preparing client review packs, suitability reports, and other documentation.You will work closely with internal departments to ensure...

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 Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

Our client is centralising their Administration teams due mergers and acquisitions and are keen to bring a Head of Operations to bring together people, processes and target operating models. **Role Responsibilities**: - Responsible for overseeing the operational activities ensuring productivity, quality and customer satisfaction are adhered to - Develop,...

We are currently seeking an IFA Practice Assistant to join our dynamic team at Eden Scott. In this role, you will provide administrative support to our financial planners, handle internal and client queries, and prepare valuation reports.The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of the financial...

Wealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...

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 Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

Company InformationMeraki Talent Ltd – Edinburgh, City of EdinburghAbout the PositionAn exciting opportunity has arisen for an IFA Administrator to join our team at Meraki Talent Ltd in Edinburgh. This is a permanent position with a competitive £32,500 per annum salary.The successful candidate will be responsible for supporting the IFA's decision-making...

Eden Scott is a renowned wealth management firm with a strong presence in Edinburgh.A career-defining opportunity has arisen for an experienced Paraplanner or Senior IFA administrator to join their expanding team.Key ResponsibilitiesReport writing and research tasks will be a significant part of the role, including investment and financial reviews.Working...

Job OverviewWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone with a passion for finance and administration to support Independent Financial Advisors (IFAs) with their daily tasks.

Job Description: Are you looking for a challenging role that combines administrative skills with the opportunity to work towards a diploma in financial services? As a Financial Services Specialist at IDEX Consulting, you will play a crucial part in maintaining client relationships while ensuring all tasks are completed efficiently and effectively.About IDEX...

**Would you like to work for a company that offers excellent training and career support? Are you a strong administrator with a passion for customer service? Do you want a hybrid role?** In this role, you will provide support to the Wealth Planner to assist in co-ordinating their workflow. You will work closely with your colleagues to maintain the smooth...

Eden Scott is a leading recruitment agency based in the city centre. We have an exciting opportunity for an experienced IFA administrator to join their expanding team providing support to their advisers.This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come.Experience of...

Key ResponsibilitiesThe successful candidate for the position of Administrative Assistant - Financial Services will be responsible for providing administrative support to IFAs, including:Managing client files and preparing documentsMaintaining accurate records and updating CRM systemsPreparing client review packs and suitability reportsLiaising with clients...