Senior IFA Administrator Permanent Edinburgh Meraki 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 records - Prepare client review...
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)
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...
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...
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...
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 after probation. The Client Services...
Senior IFA Administrator Permanent Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records Conduct research and gather data on investment products,...
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...
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...
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...
IFA Administrators x 6 Edinburgh Fantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: - Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts - Manage...
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 must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financial services products including ISA's and pensionsPlatform work including switches on Quilter/Transact/ParmenionDevelop and maintain effective relationships with clients, colleagues and product providers.
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...
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...
A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. The job can be based anywhere in the central belt within their...
A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator to develop internally has become available with a well regarded practice who have a national presence. They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. The job can be based anywhere in the...
You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice. The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual. They will fully support you with what you wish to do with any clients you transfer as they know you are the best informed as to how to manage them and they will remain yours.