CrawlJobs Logo

I FA Administrator

United Kingdom, Edinburgh 25000.00 - 33000.00 GBP / Year · Job Posted May 03, 2026
Apply Position
Job Link Share

Job Description

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You will be encouraged to progress and they will support you through your financial services diploma. You must have had IFA experience to be successful in your application.

Job Responsibility

You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc.

Requirements

  • Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms
  • You must have had IFA experience to be successful in your application.

What we offer

You will be encouraged to progress and they will support you through your financial services diploma.

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

I FA Administrator

8 matching positions

New

Systems Engineering Specialist Advisor

The Oracle Fusion Cloud Financials Consultant is responsible for delivering func...
Location
Location
Mexico , Guadalajara
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 or more years of Oracle Fusion Cloud Financials functional experience, including post-go-live support, AMS (Application Management Services), or managed services delivery
  • Hands-on expertise across two or more Fusion Financials modules: GL, AP, AR, Fixed Assets, Cash Management, or Expenses
  • Experience with Subledger Accounting (SLA) rule management, journal source configuration, and period-close accounting processes
  • Proven ability to manage and resolve functional incidents within ITSM frameworks such as ServiceNow, Jira, or equivalent ticketing tools
  • Working knowledge of ITIL service management principles: incident, problem, change, and release management
  • Experience supporting Oracle quarterly update cycles including impact assessment, regression testing, and production deployment coordination
  • Proficiency with Oracle Fusion reporting tools: OTBI, Financial Reporting Studio (FRS), and Oracle Smart View
  • Strong understanding of period close, multi-currency revaluation, intercompany accounting, and financial controls
  • Excellent communication and stakeholder management skills
  • able to engage confidently with Finance, Accounting, and IT contacts at all levels
Job Responsibility
Job Responsibility
  • Provide ongoing functional support and troubleshooting across Oracle Fusion Cloud Financials modules: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Cash Management (CM), Expenses, and Subledger Accounting (SLA)
  • Manage and resolve support tickets within agreed SLAs
  • conduct root cause analysis on recurring issues and implement permanent corrective actions
  • Assess, design, and deliver system enhancements and configuration changes as business requirements evolve over the engagement lifecycle
  • Support month-end, quarter-end, and year-end close activities
  • proactively monitor and resolve period-close issues to minimise Finance downtime
  • Lead Oracle quarterly update assessments: evaluate functional impact, coordinate regression testing, and oversee deployment into Production
  • Maintain and update configuration workbooks, functional design documents, runbooks, and knowledge base articles to ensure current and accurate documentation
  • Manage change requests using ITIL-aligned processes
  • liaise with technical teams on customisations, workflow updates, and third-party integrations
  • Fulltime
Read More
Arrow Right

Accounting And Business Operations Manager

Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting
  • 10+ Years relevant and proven work experience in a corporate environment in an Accounting Manager role with same level of responsibilities
  • Strong understanding of accounting, finance, and management principles
  • Experienced knowledge of audit preparation and document retention requirements
  • 5+ years of Payroll processing
  • Strong experience with evaluating, developing, and improving department controls, systems, and procedures that increase accuracy and efficiency
  • Knowledge of QuickBooks a big PLUS
  • Experience in writing and assessing Policies and Procedures for Accounting
  • Intermediate user of MS Word, MS Outlook
  • Advanced user of MS Excel (pivot tables, linking, charting)
Job Responsibility
Job Responsibility
  • Collaborate and oversight with the CFO on the Financial aspects of the company and the accompanying Business Operations activities and functions
  • Managing and conducting efforts supporting month end & year-end close preparations
  • Review and/or preparation forecasts, analysis, project proforma and actual to budget comparisons
  • Maintaining accurate and complete financial records and participating in reconciliations and audits
  • Overseeing the daily activities of the accounting department and ensuring that all major projects, month-end, and year-end reports are completed accurately and on time
  • Qtly tax filings reconciliations and out of state filing and payment audits (collaborate with the PR company who completes them)
  • Worker's Compensation Insurance plan administration – renewals and annual Audits
  • Oversight and audit the AP and cost processes and activities
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Identify any process and procedure inefficiency and collaborate on solution implementations
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Insurance Benefits =>Health 90%/ Dental 100%/ Vision 100%
  • 401K plan
  • flexible schedule
  • professional office environment
  • casual attire
  • Fulltime
Read More
Arrow Right
New

Payroll, HR & AP Administrator/ Full Charge Bookkeeper

Real Time Companies is searching for an individual who will succeed in a small e...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree in Accounting Preferred or equivalent professional on the job experience
  • Bachelor's degree in Accounting a PLUS
  • 7+ Years relevant and proven work experience in a corporate environment in similar role
  • Knowledge of QuickBooks a big PLUS
  • Knowledge of Evolution Payroll Software a big PLUS
  • Intermediate with MS Word, MS Outlook
  • Intermediate/ Advanced experience with Excel
  • Strong analytical and judgement skills
  • Effectively communicates with manager, peers, and business staff regarding work processes
  • Ability to be firm and professional
Job Responsibility
Job Responsibility
  • Multi-state Payroll administration (40-60EE's), processing, auditing (utilizing Evolution Software. We use Payroll Experts as our outsource Payroll company.)
  • Qtly tax filings reconciliations (after the PR company completes them)
  • Out of state worker tax structure set up for business license, withholdings, UI
  • Coordinate the Worker's Compensation Insurance plan
  • renewals
  • annual Audits
  • Responsible for full cycle AP coding/processing/check issuance, and internal audit to ensure appropriate backup documentation in sub ledgers (issue about 10 checks/wk)
  • Benefits participant administration and bill reconciliation
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Vendor relations, service contracts renewals
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Health/ Dental/ Vision Benefits
  • 401K plan
  • professional office environment
  • casual attire
  • awarded 2018 Top Companies to Work for
  • Fulltime
Read More
Arrow Right

Accounting and Business Operations Manager

Real Time Companies is the parent company of Real Time Consulting which exists t...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting
  • 10+ Years relevant and proven work experience in a corporate environment in an Accounting Manager role with same level of responsibilities
  • Strong understanding of accounting, finance, and management principles
  • Experienced knowledge of audit preparation and document retention requirements
  • 5+ years of Payroll processing
  • Strong experience with evaluating, developing, and improving department controls, systems, and procedures that increase accuracy and efficiency
  • Knowledge of QuickBooks a big PLUS
  • Experience in writing and assessing Policies and Procedures for Accounting
  • Intermediate user of MS Word, MS Outlook
  • Advanced user of MS Excel (pivot tables, linking, charting)
Job Responsibility
Job Responsibility
  • Collaborate and oversight with the CFO on the Financial aspects of the company and the accompanying Business Operations activities and functions which support the daily operation of the business
  • Managing and conducting efforts supporting month end & year-end close preparations
  • Review and/or preparation forecasts, analysis, project proforma and actual to budget comparisons
  • Maintaining accurate and complete financial records and participating in reconciliations and audits
  • Overseeing the daily activities of the accounting department and ensuring that all major projects, month-end, and year-end reports are completed accurately and on time
  • Qtly tax filings reconciliations and out of state filing and payment audits
  • Worker's Compensation Insurance plan administration – renewals and annual Audits
  • Oversight and audit the AP and cost processes and activities
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Identify any process and procedure inefficiency and collaborate on solution implementations
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Insurance Benefits =>Health 90%/ Dental 100%/ Vision 100%
  • 401K plan
  • flexible schedule
  • professional office environment
  • casual attire
  • virtual work structure during Covid restrictions
  • Fulltime
Read More
Arrow Right

Payroll and Accounts Payable Administrator

Real Time Companies is searching for an individual who will succeed in a small e...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree in Accounting Preferred or equivalent professional on the job experience
  • Bachelor’s degree in Accounting a PLUS
  • 7+ Years relevant and proven work experience in a corporate environment in similar role
  • Knowledge of QuickBooks a big PLUS
  • Knowledge of Evolution Payroll Software a big PLUS
  • Intermediate with MS Word, MS Outlook
  • Intermediate/ Advanced experience with Excel
  • Strong analytical and judgement skills
  • Effectively communicates with manager, peers, and business staff regarding work processes
  • Ability to be firm and professional
Job Responsibility
Job Responsibility
  • Multi-state Payroll administration (40-60EE’s), processing, auditing (utilizing Evolution Software)
  • Qtly tax filings reconciliations (after the PR company completes them)
  • Out of state worker tax structure set up for business license, withholdings, UI
  • Coordinate the Worker’s Compensation Insurance plan
  • renewals
  • annual Audits
  • Responsible for full cycle AP coding/processing/check issuance, and internal audit to ensure appropriate backup documentation in sub ledgers (issue about 10 checks/wk)
  • Benefits participant administration and bill reconciliation
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Vendor relations, service contracts renewals
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Health/ Dental/ Vision Benefits
  • 401K plan
  • Professional office environment
  • Casual attire
  • Fulltime
Read More
Arrow Right

Payroll and Accounts Payable Administrator

Real Time Companies is searching for an individual who will succeed in a small e...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree in Accounting Preferred or equivalent professional on the job experience
  • Bachelor's degree in Accounting a PLUS
  • 7+ Years relevant and proven work experience in a corporate environment in similar role
  • Knowledge of QuickBooks a big PLUS
  • Knowledge of Evolution Payroll Software a big PLUS
  • Intermediate with MS Word, MS Outlook
  • Intermediate/ Advanced experience with Excel
  • Strong analytical and judgement skills
  • Effectively communicates with manager, peers, and business staff regarding work processes
  • Ability to be firm and professional
Job Responsibility
Job Responsibility
  • Multi-state Payroll administration (40-60EE's), processing, auditing
  • Qtly tax filings reconciliations
  • Out of state worker tax structure set up for business license, withholdings, UI
  • Coordinate the Worker's Compensation Insurance plan
  • renewals
  • annual Audits
  • Responsible for full cycle AP coding/processing/check issuance, and internal audit
  • Benefits participant administration and bill reconciliation
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Vendor relations, service contracts renewals
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Health/ Dental/ Vision Benefits
  • 401K plan
  • professional office environment
  • casual attire
  • Fulltime
Read More
Arrow Right

Accounting and Business Operations Manager

The individual in this position is responsible to collaborate and oversight with...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting
  • 10+ Years relevant and proven work experience in a corporate environment in an Accounting Manager role with same level of responsibilities
  • Strong understanding of accounting, finance, and management principles
  • Experienced knowledge of audit preparation and document retention requirements
  • 5+ years of Payroll processing
  • Strong experience with evaluating, developing, and improving department controls, systems, and procedures that increase accuracy and efficiency
  • Knowledge of QuickBooks a big PLUS
  • Experience in writing and assessing Policies and Procedures for Accounting
  • Intermediate user of MS Word, MS Outlook
  • Advanced user of MS Excel (pivot tables, linking, charting)
Job Responsibility
Job Responsibility
  • Collaborate and oversight with the CFO on Financial aspects
  • Manage month end & year-end close preparations
  • Review and prepare forecasts, analysis, project proforma and actual to budget comparisons
  • Maintain accurate financial records and participate in reconciliations and audits
  • Oversee daily activities of the accounting department
  • Conduct Qtly tax filings reconciliations and out of state filing and payment audits
  • Worker's Compensation Insurance plan administration
  • Oversight and audit AP and cost processes
  • Investigate and resolve discrepancies in expense accounts
  • Identify process inefficiencies and collaborate on solutions
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Insurance Benefits - Health 90%/ Dental 100%/ Vision 100%
  • 401K plan
  • Flexible schedule
  • Professional office environment
  • Casual attire
  • Fulltime
Read More
Arrow Right

Payroll and Accounts Payable Administrator

Real Time Companies is searching for an individual who will succeed in a small e...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
real-time-consulting.com Logo
Real Time Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree in Accounting Preferred or equivalent professional on the job experience
  • Bachelor's degree in Accounting a PLUS
  • 7+ Years relevant and proven work experience in a corporate environment in similar role
  • Knowledge of QuickBooks a big PLUS
  • Knowledge of Evolution Payroll Software a big PLUS
  • Intermediate with MS Word, MS Outlook
  • Intermediate/ Advanced experience with Excel
  • Strong analytical and judgement skills
  • Effectively communicates with manager, peers, and business staff regarding work processes
  • Ability to be firm and professional
Job Responsibility
Job Responsibility
  • Multi-state Payroll administration (40-60EE's), processing, auditing
  • Qtly tax filings reconciliations
  • Out of state worker tax structure set up for business license, withholdings, UI
  • Coordinate the Worker's Compensation Insurance plan
  • renewals
  • annual Audits
  • Responsible for full cycle AP coding/processing/check issuance, and internal audit
  • Benefits participant administration and bill reconciliation
  • Investigate and resolve discrepancies in all expense accounts under tight deadlines
  • Vendor relations, service contracts renewals
What we offer
What we offer
  • 2 weeks PTO
  • 8 Holidays
  • Health/ Dental/ Vision Benefits
  • 401K plan
  • professional office environment
  • casual attire
  • Fulltime
Read More
Arrow Right