ifa admin support jobs in Scotland

I'm working with a well-established financial planning firm in Stirling who are looking to add an IFA Administrator to their team. If you’re someone who enjoys keeping the plates spinning and making sure advisers can do what they do best, this one’s worth a look. You’ll get involved in things like: • Preparing client packs & documentation • Processing new business & policy admin • Liaising...

You will be required to provide this check. A confirmed offer of employment and commencement in the post will be subject to the outcome of both these pre-employment checks being deemed satisfactory.

You will be responsible for processing and monitoring technical business, both new and existing.

You will have the opportunity to work in a supportive team environment where progression is strongly supported. In addition, you will be provided with study support for CII qualifications and a competitive salary.

You will be responsible for managing client requests, preparing meeting materials, and maintaining accurate records within Intelliflo Office. This role offers an opportunity to work in a dynamic and client-focused environment, contributing to process automation and digitisation efforts.

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...

Join Planner Bee VA Services as our Admin & Executive Assistant We're an innovative and award-winning eco virtual assistant company with a passion for supporting sustainable and ethical businesses through marketing, carbon footprinting, and administrative services. As our Admin & Executive Assistant, you'll deliver high-level Personal Assistant and administrative support to several purpose-led...

Full time or part time considered We are looking for an Admin & Invoicing Administrator to join a busy head office team in South Lanarkshire. This is an excellent opportunity for someone starting out in office administration or someone who is already working in administration but looking to gain experience in accounts and invoicing. The role will provide hands-on support across the office and...

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.

G4 Admin SNCO Aberdeen and Tayforth Officers' Training Regiment - Help provide effective and efficient Logistic Support to both Aberdeen and Tayforth OTC. - Support the QM and RQMS in all aspects of Logistic Support Activities. - Ensure effective compliance with all external regulations regarding SHE and Fire and comply with current legislation and Standing Orders. - Receive Stores into the...

Job Description This post is Fixed Term initially to 27/09/2026. West Dunbartonshire Health and Social Care Partnership is responsible for ensuring that we raise charges where people are assessed as being eligible to contribute to the cost of their care and support in a fair and equitable way. The team also looks after payment run for residential / nursing placements which are set up to pay our...

Closing Date: 27th January 2026 Contract Type: Part Time, Temporary until 11/1/2028 Salary: £17,414- £17,765 Hours: 24 per week Stirling Council are recruiting a team member to join their Culture and Events team at Tolbooth and The Albert Halls Stirling. Tolbooth and The Albert Halls are the home of live music, the arts and events in Stirling, and we are looking for someone with a passion for...

You will be required to provide this check. A confirmed offer of employment and commencement in the post will be subject to the outcome of both these pre-employment checks being deemed satisfactory. This post has a minimum requirement of one reference which must be your current or most recent employer.

You will be providing support to the team of financial planners, mainly to private clients.

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.

I'm working with a well-established financial planning firm in Stirling who are looking to add an IFA Administrator to their team. If you’re someone who enjoys keeping the plates spinning and making sure advisers can do what they do best, this one’s worth a look. You’ll get involved in things like: • Preparing client packs & documentation • Processing new business & policy admin • Liaising...

Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...

You will be required to provide this check. A confirmed offer of employment and commencement in the post will be subject to the outcome of both these pre-employment checks being deemed satisfactory.

You will be providing support to the team of financial planners, mainly to private clients.

You will help 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.

You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports

You will have a hybrid working arrangement.

You must have 1 years + experience as an IFA administrator to be successful in your application.

You will mainly be providing support directly to the MD.

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)

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...