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:
1. Provide Financial Planning administrative support to Directors and Financial Advisors by assisting with client onboarding, documentation, and account maintenance.
2. Point of contact for new and existing clients to deal with queries.
3. Process new business and ensure clients are kept updated with progress.
4. Help to book meetings for advisers and ensure that all review meetings are booked within appropriate timeframes.
5. Complete all review meeting letters and associated regulatory requirements.
6. Process switches and portfolio rebalancing.
Person Specification
7. Previous experience in IFA Support Admin Role
8. Strong organizational and multitasking skills
9. Excellent communication and interpersonal abilities
10. Proficiency in Microsoft Office Suite and financial software
11. Detail-oriented with a commitment to accuracy and excellence
12. Relevant qualifications or certifications in financial services are a plus