Eden Scott’s client is seeking a highly organised and proactive Wealth/IFA Administrative Assistant to join their small, friendly team in the heart of Edinburgh. This is a fantastic opportunity to support a group of experienced Financial Advisers in a dynamic and professional environment.
You’ll play a key role in ensuring the smooth running of our operations by providing essential administrative support. From preparing client reports to managing diaries and handling investment processing, your attention to detail and ability to multitask will be highly valued.
This role is full time in the office Monday – Friday
Key Responsibilities
* Support a small team of Financial Advisers with day-to-day admin tasks
* Generate client valuations and process income, investments, and transfers
* Prepare client meeting packs and reports
* Manage diaries and arrange client appointments
* Handle client queries professionally and efficiently
* Maintain and update client records using systems including Intelligent Office (IO)
* Welcome clients to the office and provide general office support (filing, printing, etc.)
Experience & Knowledge
* Previous admin experience in an IFA or wealth management setting preferred
* Understanding of financial services or wealth management
* Comfortable working both independently and as part of a team
* Proven ability to meet deadlines and manage multiple tasks
* Experience with Intelligent Office (IO) is a plus
Skills & Attributes
* Strong numeracy and accuracy in processing figures
* Excellent written English and grammar
* High attention to detail and organisational skills
* Proficient in MS Outlook, Word, Excel
* Friendly, reliable, and flexible approach
PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND CAN TRAVEL TO EDINBURGH
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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 consent