Heat are working with an bespoke Independent Financial Advice firm based in Edinburgh, who are looking to expand their IFA Administrator team following some internal promotions.
Or just looking for a fresh start
If any of the above are true, this should be the opportunity for you!
Are you feeling unappreciated for the work you do
Are you struggling to see where your career can go from here?
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
We are seeking a dedicated Administrator to join our team.
The successful candidate will be responsible for managing a mailbox, handling queries, and processing invoices so experience in these areas will be advantageous.
We are a people-first business and we're committed to helping our colleagues gain a wide variety of experience, significant development opportunities and progression through the business.
We're growing and we want you to be part of our journey.
At Isio, our purpose is to create better outcomes for our people, our clients and society.
This respected investment management business is currently seeking an investment administrator to work out of their Edinburgh office (hybrid working available).
In this role you will provide administration support to investment managers, portfolio managers and clients.
Aspects of the role include onboarding new clients, dealing with transfers of investments, completing payment instructions, assisting with meeting preparation and building relationships with introducers.
Posted by Pavilion Recruitment Solutions • £30K/yr to £36K/yr
To proactively help deliver administration services to a portfolio of clients.
MUST HAVE AT LEAST 3 YEARS WORKPLACE PENSION EXPERIENCE
To help to deliver the businesses Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
We are seeking a dedicated Administrator to join our clients team and provide essential support to their Director of Employment Affairs and Operations Manager.
About the Role
Key Responsibilities
Process ECS Card applications within specified time frames.