My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh 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...
You will sit within the Marketing Technology & Operations organisation and work cross-functionally with Data, Product, Marketing Strategy, Engineering, and Marketing Operations to translate business requirements into accurate, scalable, and future-proof technical solutions and executions.
A financial services company in Edinburgh is seeking an IFA Administrator to support the delivery of excellent client service. Responsibilities include preparing cashflow models, producing client documents, and processing financial transactions. Ideal candidates will have strong knowledge of pensions and investments, alongside several years of experience in financial advice. This full-time role...
You will be paid a salary which is competitive in the market as well as an excellent benefits package, you will also have the opportunity to liaise with senior stakeholders and build your career in a dynamic and energetic environment. There are excellent prospects for progression within this role and the firm as a whole.
Our client is looking for an experienced Administrator from a financial services / IFA environmentClient DetailsA financial services boutique businessDescriptionProvide administrative support to the Financial Advisory team.Prepare and manage client documentation with a high level of accuracy.Coordinate meetings, appointments, and schedules effectively.Maintain and update client records in...
Location Edinburgh 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 Administrator to join their growing...
Job title: Administration Assistant / ReceptionistLocation: Edinburgh Working Pattern: Full-Time | Mon–Fri | Office-Based (with some flexibility)Salary: Up to £28,000 per annum (DOE)Are you an organised, proactive and people-focused professional with strong reception and administration experience? We're working with a highly regarded firm in Edinburgh to find a friendly, detail-oriented...
Temporary Admin Role Edinburgh We're currently recruiting for a Temporary Administrator to support one of our clients based in Edinburgh for an initial 3-month contract.The role:Assisting with documentation, reporting and coordinationSupporting teams within house building, procurement or buying functionsAbout you:Previous admin experience is essentialExperience within house building,...
Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...
Be Yourself – Be a Bold Team Player – Be Leonardo We have a great opportunity for a Cluster Human Resources Administrator to join us in the [LOCATION] area at Leonardo Hotels. As a member of the HR team, you would provide quality HR administrative support to your cluster and assist the Cluster HR Manager with the delivery of the HR strategy. In this position you would be supporting the HR...
You will mainly be providing support to the team of financial planners.
You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.
You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
Job description Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary paperwork timeously for new and review planning meetings eg: core engagement...
You will mainly be providing support to the team of financial planners.
You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries.
You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
Job description Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator. Key responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)Liaise with providers to obtain client product details and prepare illustrationsSubmit and monitor new businessProcess...
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 due course but ideally working in an...
Job description My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long...
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...
You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
You will be the first point of contact for mainly private clients when contacting the company and act as an ambassador for the company providing first class service to existing customers.
You will organise all aspects including documents, research and coordination prior to meetings.
My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all technical aspects of providing support...