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Financial Services Administrator
13 hours ago
Idex Aberdeen, United KingdomIdex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen. · You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. · Some of the duties ...
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Ifa Home Based
5 days ago
Truestar Talent Ltd Aberdeen, United KingdomOur client has asked us to find an IFA who is used to working with high net worth clients. · This position is to look after an established client bank · Para-planning support is provided to reduce administration · If you are considering a move this is an exciting opportunity to j ...
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Client Administrator
5 days ago
Lusona Consultancy Aberdeen, United KingdomLusona Financial Services are working with a leading firm of independent financial advisors based in Aberdeen that is looking for a client administrator to join their team. The business has a number of chartered advisors with expertise in all areas of private client advice. · The ...
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Financial Administrator
1 day ago
Buchan Wealth Management Aberdeen, United KingdomAn exciting new opportunity has arisen for a Financial Administrator to join a busy team within Buchan Wealth Management who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc. · St. James's Place Wealth Management plc (SJP) is a leading, ...
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Financial Services Administrator
1 hour ago
IDEX Consulting Aberdeen, United Kingdom Part timeIdex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. · You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. · Obtain quot ...
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Senior Benefits Administrator
4 days ago
IDEX Consulting Aberdeen, United KingdomImplementation of new business · Accurately maintain back-office systems · Workplace pensions & auto-enrolment support · The successful candidate will need to have previous experience working as an employee benefits Administrator within a Financial Service environment, either ...
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Financial Services Administrator
1 day ago
Idex Aberdeen, United KingdomIdex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. · You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. · Responsibilit ...
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Paraplanner
2 days ago
Idex Aberdeen, United KingdomThis role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. · Your duties will in ...
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Paraplanner
1 week ago
Idex Aberdeen, United KingdomA new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. · The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. · Responsibilities: · Support the Financial Planners ...
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IFA, clients provided
4 days ago
Idex Aberdeen, United KingdomAward-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team. · You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning ...
Ifa Administrator - Aberdeen, United Kingdom - JohnstonGreer Ltd
Description
IFA Administrator £22,000 to £28,000 plus benefits and exam support IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax.
The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus career progression as either Paraplanner or professional Administrator.
As the IFA Administrator you will be responsible for providing high quality service to the client portfolio whilst supporting the Financial Planners with duties including –collating of data
database management
analysis work
assisting with projects and processes
Applicants will have similar administration experience, ideally within a financial organisation such as a Pensions/Investment Provider, Financial Advisor, Bank or Investment firm.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. #