Trainee IFA Administrator jobs in Edinburgh

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...

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,...

IFA Administrators x 6EdinburghFantastic 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 businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

Overview Our client is looking for an experienced Administrator from a financial services / IFA environment. Responsibilities Provide 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 compliance with company...

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 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)

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 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 recordsPrepare client review packs, reports,...

IFA Administrator – Fram Search Join to apply for the IFA Administrator roleIPHER at Fram Search Location Edinburgh, Scotland, United Kingdom Base Pay Range Direct message the job poster from Fram Search. Responsibilities Prepare research, cashflow modelling and technical calculations. Produce suitability documents and client review packs. Process new business, fund switches and...

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.

A leading national financial services firm in Edinburgh seeks an IFA Administrator to provide crucial support in paperwork preparation for planning meetings, liaising with providers, and processing client transactions. The ideal candidate will have financial services experience, FCA regulation knowledge, and proficiency in iO and Excel. This position is vital in ensuring the smooth operation of...

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.

Senior 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 recordsPrepare client review packs, reports,...

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 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...

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...

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...