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Reed
Edinburgh
Do you want to kickstart your career in financial services with a leading IFA firm in Edinburgh? Junior IFA Administration Opportunity – Training and Development Offered Are you a school leaver with good qualifications who is looking for a rewarding career in the financial sector? Do you have excellent communication, organisational, and IT skills?
Job Source: ReedPremier Jobs UK Limited
Edinburgh
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead genera
Job Source: Premier Jobs UK LimitedEden Scott
Edinburgh
Job Description My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available. In the job you will be servicing your book of business along with dealing with new business due to their r
Job Source: Eden ScottEden Scott
Edinburgh, Scotland, United Kingdom
My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available. In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties an
Job Source: Eden ScottIDEX Consulting Ltd
Edinburgh
A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfinds Ensure client data is accurate and up to date on t
Job Source: IDEX Consulting LtdEden Scott
Dunfermline
Job Description Eden Scott’s client is seeking a Senior Financial Advisor Administrative Assistant, to join them in there team in Dunfermline, the successful individual will play a crucial role in supporting our Independent Financial Advisors (IFAs) and ensuring the smooth operation of our advisory services. Your expertise and attention to detail w
Job Source: Eden ScottEden Scott
Dunfermline, Scotland, United Kingdom
Eden Scott’s client is seeking a Senior Financial Advisor Administrative Assistant, to join them in there team in Dunfermline, the successful individual will play a crucial role in supporting our Independent Financial Advisors (IFAs) and ensuring the smooth operation of our advisory services. Your expertise and attention to detail will be vital in
Job Source: Eden ScottCrossreach
Edinburgh
CrossReach, one of Scotland’s leading social care providers, is searching for an experienced senior administrator to work within our East Counselling Service Business Support Team. The demand for professional mental health support in Scotland has never been higher and CrossReach’s Counselling Services are at the forefront of quality mental health
Job Source: CrossreachEdinburgh
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.
Your main responsibilities in this role will be:
Preparing valuations
Processing new business and renewals
Process fund switches
Assisting with research
Sending letters of authority
Booking client appointments for the IFA
Updating the pending work list regularly
You must have experience as an IFA Administrator to be successful in your application.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA Administrator jobs in Edinburgh
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