Meraki Talent is seeking an IFA Administrator to support Financial Advisors in Edinburgh. Responsibilities include managing client relationships, preparing reports for meetings, and conducting research on investment products. The ideal candidate has previous experience in a similar administrative role within a financial planning or wealth management firm, along with excellent organizational and communication skills. This role offers a dynamic work environment with opportunities to grow within a well-established company.
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City of Edinburgh
A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships.
City of Edinburgh
A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships.
City of Edinburgh
Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.
City of Edinburgh
Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.
Maidenhead
Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to…
Leeds
An Independent Financial Advisory Firm in Leeds is seeking an experienced Investment / IFA Administrator.
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