IFA Sales Support Administrator E50724 | Eden Scott

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IFA Sales Support Administrator

  • Edinburgh
  • Negotiable
  • Permanent

Eden Scott's client who is based in the City Centre of Edinburgh is seeking IFA Sales Support Administrator. Our client prides themselves on providing top-tier financial advisory services. The team is renowned for its commitment to excellence, customer satisfaction, and professional growth. Our client works with a diverse portfolio of clients, helping them achieve their financial goals through tailored advice and outstanding service.

Key Responsibilities:

  • Provide Financial Planning administrative support to Directors and Financial Advisors by assisting with client onboarding, documentation, and account maintenance.

  • Point of contact for new and existing clients to deal with queries.

  • Process new business and ensure clients are kept updated with progress.

  • Help to book meetings for advisers and ensure that all review meetings are booked within appropriate timeframes.

  • Complete all review meeting letters and associated regulatory requirements.

  • Process switches and portfolio rebalancing.

Person Specification

  • Previous experience in IFA Support Admin Role

  • Strong organizational and multitasking skills

  • Excellent communication and interpersonal abilities

  • Proficiency in Microsoft Office Suite and financial software

  • Detail-oriented with a commitment to accuracy and excellence

  • Relevant qualifications or certifications in financial services are a plus

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior

Karen Kerr
Point of contact
Karen Kerr
Business Manager
07890 836 529 0131 550 1129

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