Are you a business? Hire ifa candidates in Edinburgh
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years ...
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 ...
Previous background working within a IFA or Financial Services organisation * Strong administrative experience * Highly organised, self motivated and proactive * Good knowledge of using Microsoft ...
Employers want to know
Do you have work experience?
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look ...
You will also ensure that all work is carried out promptly and smoothly for your IFA and be the primary support to the IFA you are supporting. My client is flexible on skills and experience, however ...
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 ...
They may also consider someone very close to obtaining diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support. The ...
To be considered you must be an experienced administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this ...
Another will soon become an IFA. Whatever direction you want to take there will be opportunities. A new planner is joining this summer following an acquisition and you'll provide 1-1 support to them
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 ...
Ideally, you will have a strong knowledge of the IFA market and hold relevant qualifications (financial advisory or investment focused). With an ability to liaise with external Financial Advisors ...
Liaising with IFA's, Solicitors and Lenders * Complete Transfers In * Completion of investment applications * Processing payments for clients in retirement * Carrying out technical pension ...
Key responsibilities of the role will be managing the firm's IFA division in line with their T and C scheme, overseeing all aspects in line with ongoing FCA requirements. Duties will also include but ...
However they could also consider an individual in a senior IFA administrative role with exam progress to develop - the drive, enthusiasm and eagerness to develop would be key if hiring at that level
Previous experience in an IFA Role. * Minimum Level 4 qualified on route to Chartered status * Effective management of competing priorities to ensure delivery of quality solutions and against targets ...
Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning Vision-FS Recruitment is a leading Financial Services ...
Ideally, you will have a strong knowledge of the IFA market and hold relevant qualifications (Financial Advisory or Investment focussed). With an ability to liaise with external Financial Advisors ...
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 ...
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 ...
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 ...
To be successful in the role you will have previous corporate experience within an IFA office, Pensions Consultancy or In-house environment, dealing with all Employee Benefits/ Group Risk products ...
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 ...
... within an IFA, either having completed your exams or have made significant progress towards. If not near chartered or an enthusiasm to complete. Your background will include both Pensions and ...