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.
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.
Support the compliance process by ensuring all documentation meets regulatory standards.
Previous experience in financial services administration, ideally within an IFA environment.
Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
Familiarity with CRM systems and financial industry software is an advantage.
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.
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