IFA Administration Specialist – Client Services
City of Edinburgh
A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships.
A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills.
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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
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.
City of Edinburgh
Meraki Talent is seeking an IFA Administrator to support Financial Advisors in Edinburgh.
Leeds
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that…
Maidstone
A national financial advisory firm is seeking an IFA Administrator for their Maidstone office.
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