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...

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...

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...

Location: Kilmarnock, Scotland Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Salary: £25,000 - £26,000 Hours: 40 Hours per week (5 days over 7, therefore available to work Saturday and Sunday on a rota basis) We are looking for an enthusiastic individual to join our busy Customer Support (Telesales) team working...

JOB DESCRIPTION We are looking for an enthusiastic and passionate teacher to join us in a part-time promoted post. In this role you will work as part of a team, with a focus on delivering high quality and engaging teaching and learning. We are looking for a teacher who will bring their creativity and experience to support our youngest learners across South Ayrshire Council's Early Years...

Location Glasgow Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89233 Job Title: IFA Administrator Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The...

Job Description This post is Fixed Term to 26/06/2026. As this is term-time, part-time post the salary will be pro-rata to the hours worked. We are looking for an enthusiastic and organised Clerical/Administrative Assistant to join our friendly team. Reporting directly to the Head Teacher you will have responsibility for the effective and efficient delivery of a comprehensive clerical and...

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.

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 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...

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...

Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for their clients or an opportunity to...