IFA Administrator - Edinburgh, Scotland

Our client is looking for an experienced Administrator from a financial services / IFA environment. · ...

Our client is looking for an experienced Administrator from a financial services / IFA environment. · Provide administrative support to the Financial Advisory team. · Prepare and manage client documentation with a high level of accuracy. · ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · We are seeking an experienced administrator to provide 1-1 support for Independent Financial Advisers. · Providing 1-1 support for Independent Financial Advisers · Responding to day-to- ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · Providing 1-1 support for Independent Financial Advisers · Responding to day to day technical and process queries from Advisers, Administrators and Clients · ...

The role exists due to continued growth and supports a Financial Adviser with technical, administrative and client-related work. · The position requires regular interaction with clients and involvement in ongoing investment and regulatory discussions. ...

We are passionate about what we do and how we do it – we care about our clients and our aim is to form long term relationships. We provide friendly, clear, jargon free advice to develop strategies that are both cost effective. · ...

An IFA Administrator to join their team in Edinburgh. · ...

We are looking for an IFA Administrator to join our team in Edinburgh. · Assist the Financial Advisors in managing client relationships. · Prepare client review packs and reports. · ...

Meraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. · Assist the Financial Advisors in managing client relationships. · Prepare client review packs, reports, and presentations. · ...

We are looking for a proactive and detail-oriented IFA Support Assistant to provide exceptional administrative and client support to our busy advisers. · This is a fantastic opportunity to work in a dynamic environment where accuracy, · professionalism and client care are key. · ...

An IFA Administrator to join their team in Edinburgh. · Assist the Financial Advisors in managing client relationships, · Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings. · , Liaise with third-part ...

We are looking for an IFA Support Administrator to provide exceptional administrative and client support to our busy advisers in Edinburgh. · Client Administration: Prepare and process new business applications. · Compliance & Record Keeping: Maintain up-to-date client files. · ...

This is a full-time role based in St Andrews for an IFA (Independent Financial Advisor) Administrator. · ...

This is a full-time IFA Administrator role based in St Andrews. · Focused on delivering high-level customer service,Whyte Sharp Independent aims to foster long-term relationships built on trust and professionalism while helping clients achieve their financial goals. · ...

This role involves supporting Investment Directors by providing administrative and service support to IFAs and clients. · Act as primary point of contact for IFAs and clients. · ...

We're partnering with a well-established financial planning practice that's seeking a professional and proactive IFA Administrator to support their growing teamAbout You: · What's on Offer: · ...

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. · Our purpose is to help clients "be future confident," which also mea ...

Chase de Vere is a national independent financial advice firm established in 1969. · We offer tailored whole-of-market solutions providing expert financial advice to individuals businesses.We value excellence integrity personal growth Joining our team means being part of supporti ...

The Financial Planning Administrator will support compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. · Experience ...

We are currently looking to recruit a Private Client Support Administrator to join our team. · Providing 1-1 support for Independent Financial Advisers · Responding to day to day technical and process queries from Advisers, Administrators and Clients · ...