Financial administrator jobs in Edinburgh - Page 2Create job alerts

A graduate with a genuine interest to progress into financial services and/or a background within financial services, wealth management or an IFA (not essential). Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who ar

Financial Planning Administrator / Edinburgh / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working. The ideal candidate will possess over three years administrative experience within a financial planning team. You w

Our client is looking for an experienced Administrator from a financial services / IFA environment Client Details A financial services boutique business Description Provide administrative support to the Financial Advisory team. Profile A successful Senior Administrator should have: Proven expe

An established, client-focused financial planning firm in Edinburgh is seeking an experienced. You will play a key role in supporting financial advisers by managing client administration, preparing reports, and ensuring smooth day-to-day operations. IFA Administrator - Edinburgh | £25,000-£30,000

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The Financial Administrator would be recruited to supplement their already established team. Our client has been in operation for a number of years and has a very good name

Senior Financial Planning Administrator. I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator.

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Prepare pre-meeting packs for new clients to support Financial Planners. Collaborate with Financial Planners to create client engagement l

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. You must have experience as an IFA Administrator to be successful in your application.

A global financial services and fund administration firm is looking for an experienced CRM Administrator to support, optimise, and develop its internal CRM platform. Experience in private equity, alternative investments, or financial services is highly valued.

Our client is a growing Transfer Agency operation based in London and part of a global corporate services group.They have an excellent opportunity for an experienced Transfer Agency specialist with the ability to share expertise with the team.A senior member of a team processing investor transaction

The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. Previous experience in financial services administration (IFA environment preferred).

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Prepare pre‑meeting packs for new cl

IFA Admin / Financial Services Administrator. Financial Services Administrator. Proficiency in financial systems and CRM software.

You will need some experience as a financial planning administrator. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. You might not and want to be the best administrator you can be.

Due to continued growth, the firm are seeking an experienced Financial Services Administrator to join the team. Basic understanding of financial products and financial planning processes. Financial Services Administrator.

A client-focused recruitment agency in the UK is seeking a Client Associate/Administrator to support Financial Planners and maintain accurate client information. The ideal candidate will have prior experience in Financial Services, be detail-oriented and organized, and possess excellent communicatio

Working within the administration team of our busy financial planning practice. Heritage are entrusted to manage the wealth of over £150million across 300+ clients and your role will be to assist in delivering first‑class service and supporting the financial planning and investment management of

A global financial services firm is seeking a CRM Administrator to enhance and manage their internal CRM platform.

A financial services boutique business in Edinburgh is seeking a Senior Administrator to provide administrative support to the Financial Advisory team. Ideal candidates will have experience in financial services, strong organisational skills, and proficiency in Microsoft Office.

Our client is looking for an experienced Administrator from a financial services / IFA environment. Knowledge of financial advisory processes and compliance requirements. Opportunities for career growth within the Financial Services industry.

I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners with

Client Associate / Administrator. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. Previous experience within a Financial Services environment.

Financial Planning Administrator. Financial Planning Administrator. A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Professional Business Support Administrator.

A financial planning firm in Lancashire is seeking a Financial Services Administrator to provide essential administrative support.

Client Delivery Lead (Financial Services Administrator). Succession Wealth is an independent financial planning and wealth management business, part of the Aviva Group, with over 900 employees across the UK. We provide wealth management and financial planning services to individuals and corporate cl