IFA Sales Support Assistant Administrator

TN United Kingdom; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial services is seeking an IFA Sales Support Assistant Administrator in the heart of Edinburgh. This role involves providing essential administrative support to financial advisors, ensuring smooth client onboarding, and maintaining documentation. The ideal candidate will possess strong organizational skills, attention to detail, and proficiency in Microsoft Office and financial software. Join a team renowned for its commitment to excellence and customer satisfaction, where your contributions will help clients achieve their financial goals. This is a fantastic opportunity for professional growth in a supportive environment.

Qualifications

• Experience in IFA Support Admin Role is essential.
• Strong organizational and communication skills are required.

Responsibilities

• Provide administrative support to Financial Advisors and Directors.
• Act as a point of contact for client queries and onboarding.

Skills

Organizational Skills

Multitasking

Communication Skills

Interpersonal Abilities

Attention to Detail

Education

Relevant Qualifications in Financial Services

Tools

Microsoft Office Suite

Financial Software

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Edinburgh, United Kingdom

Job Category:

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

2671a06e4465

Job Views:

4

Posted:

29.04.2025

Expiry Date:

13.06.2025

col-wide

Job Description:

Eden Scott's client who is based in the City Centre of Edinburgh is seeking IFA Sales Support Assistant 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