IFA Administrative Assistant

Eden Scott; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a proactive IFA Sales Support individual to join their dynamic team in Edinburgh. This role is ideal for someone with a background in financial services administration, eager to provide essential support to Independent Financial Advisors. You will be responsible for managing client files, preparing documentation, and ensuring compliance with regulatory standards, all while maintaining a high level of accuracy and attention to detail. Join a supportive work culture that values professional growth and offers comprehensive benefits, making it a fantastic opportunity for those passionate about delivering exceptional service in a fast-paced environment.

Benefits

Competitive Salary

Professional Growth Opportunities

Training and Development Support

Pension Contributions

Annual Leave Entitlement

Qualifications

• Experience in financial services administration, ideally within an IFA environment.
• Strong communication skills to effectively support clients and advisers.

Responsibilities

• Provide comprehensive administrative support to IFAs, managing client files and preparing documents.
• Assist in preparing client review packs and suitability reports.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Microsoft Office Suite

CRM Systems

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Financial Industry Software

Job description

Eden Scott’s client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in financial services administration who is passionate about delivering high-quality support in a fast-paced environment.

Key Responsibilities:

• Provide comprehensive administrative support to IFAs, including managing client files, preparing documents, and maintaining accurate records.
• Assist in the preparation of client review packs, suitability reports, and other essential documentation.
• Coordinate with internal departments to ensure efficient workflow and support for the IFA team.
• Update and maintain CRM and other systems to ensure client records are current and compliant.
• Liaise with clients, assisting with queries and providing updates on behalf of the advisers as required.
• Support the compliance process by ensuring all documentation meets regulatory standards.

Requirements:

• Previous experience in financial services administration, ideally within an IFA environment.
• Excellent organizational skills with a high level of accuracy and attention to detail.
• Strong communication skills, both written and verbal, to effectively support clients and advisers.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
• Ability to work collaboratively within a team and manage multiple tasks in a deadline-driven environment.
• Familiarity with CRM systems and financial industry software is an advantage.

Benefits:

• Competitive salary with opportunities for professional growth.
• Training and development support to enhance your skills within the financial services sector.
• A supportive and inclusive work culture in our Edinburgh office.
• Comprehensive benefits package, including pension contributions and annual leave entitlement.

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 [e-mail] 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 consent

Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.