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📑 Job description 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 renewa ...

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📑 Description £24,000 to £27,000 plus benefits IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners. As the IFA Admini ...

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📑 Description £24,000 to £27,000 plus benefits IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the ...

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📑 An outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Key responsibilities of the role will be managing the firm's IFA division in line ...

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📑 An outstanding opportunity has arisen with our regional client for an experienced compliance, training and competency professional to join their management team. The position can be based anywhere in Scotland on a blend of home and office working (to be negotiated). Key responsibilities of the role will be managing the firm's IFA division in li ...

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📑 My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career ...

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📑 My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your car ...

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📑 My client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full admin ...

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📑 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 inclu ...

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📑 My client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providi ...

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📑 Outgrown your company? It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). You'd like to progress. ...

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📑 Outgrown your company? It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). You'd like to progress. ...

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📑 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 b ...

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📑 Job description A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Preparation of corresp ...

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📑 My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planners. ...

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📑 My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team. You will mainly be providing support to the team of financial planners. You will prepare va ...

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📑 Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, rema ...

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📑 Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, rema ...

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📑 My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planner ...

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📑 Job description A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfind ...

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📑 A tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff. A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner. Alternatively the role could be suited to a near qualified Paraplanner to join the cent ...

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📑 Description £26,000 to £32,000 plus benefits Employee Benefits Administrator required by this brand name consultancy to deal with a portfolio of group pension, risk and healthcare schemes. The firm is a highly recognised name within the market and continues to grow its regional office. You will be responsible for the day to day running o ...

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📑 Financial Planner Competitive Salary Permanent Edinburgh Meraki Talent's client is currently recruiting for a Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Financial Planner Build links with ...

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📑 My client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting room ...

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📑 Description £26,000 to £32,000 plus benefits Employee Benefits Administrator required by this brand name consultancy to deal with a portfolio of group pension, risk and healthcare schemes. The firm is a highly recognised name within the market and continues to grow its regional office. You wil ...

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📑 Job description 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 i ...

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📑 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 accounta ...

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📑 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 ...

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📑 Job description We are working on an excellent opportunity for a Financial Adviser to join a growing financial planning firm as a home based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based but you should be within a commutable distance to Glasgow or Ed ...

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📑 A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. I ...

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📑 A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. In the role you ...

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📑 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 and ...

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📑 IDEX Consulting is working in partnership with a Wealth Management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brought in high profile hires who have hit the ground run ...

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