ifa support administrator jobs in Edinburgh

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...

Pertemps are working with our public sector client to recruit a Business Support Administrator for the Roads Department on a temporary basis. Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. Location: Edinburgh West Hours: Monday – Thursday: 08:30 – 17:00 (60-minute break). Friday: 08:30 – 16:00 (60-minute...

Business Support Administrator Waverley Court Salary: £26,337 - £28,835 Hours: 36 per week, 52 weeks We're looking for a proactive and organised Business Support Administrator to join our team and play a key part in helping our services run smoothly. Whether you're looking to grow your existing skills or build your CV with valuable experience, this role offers a solid foundation in...

We are looking for an enthusiastic person to join our Business Support team. This team provides administrative assistance across the entire Practice in a variety of ways. Job Description To oversea the reception area, deal with all incoming telephone calls and visitors to the office. Provide administrative support to the Office Manager and Practice Manager, Directors, engineers, and...

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...

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...

Job Description Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you’re looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education,...

CB18776 Step into a role where your pensions expertise really counts. Were looking for a confident Senior Pensions Administrator to support trust-based schemes, guide junior colleagues and keep operations running smoothly. Youll be the quality gatekeeperchecking work, solving technical queries, and ensuring deadlines (and regulations) are always met. If you enjoy variety, ownership and being the...

CANDIDATES MUST BE WITHIN 45 MINUTES COMMUTE OF BELMONT, SURREY About the Group: The group operates at the heart of elite and professional sport across the UK. Through two closely aligned businesses, we coordinate care for professional athletes across football, rugby, cricket, and other sports, and we also provide specialist insurance for the doctors and surgeons who treat them. Our clients...

Job Description Sales Administrator Scotland East region, Edinburgh, EH12 9DH Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for our people. We...

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)

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...

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...

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.

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)