IFA Administrator jobs in Edinburgh

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...

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)

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...

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...

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...

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...

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...

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...

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.

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an IFA 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 illustrations Submit and monitor new business Process existing client transactions...

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 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 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)

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 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...

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...

My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner. Depending on experience, Paraplanning duties will include report writing, research, investment and...