Job Description
Eden Scott is delighted to be working with a highly respected financial planning firm based in Edinburgh to recruit an experienced IFA / Sales Support professional. This is a fantastic opportunity for someone with 1–2 years of experience in a similar role who is looking to take the next step in their career within a supportive and forward-thinking environment.
You will play a key part in supporting Independent Financial Advisers in delivering outstanding client service.
Responsibilities include:
1. Compile detailed financial reports, suitability letters, and investment summaries for client meetings.
2. Ensure all documentation is accurate, up-to-date, and formatted according to company standards.
3. Organize supporting documents such as policy statements, valuations, and compliance checklists.
4. Act as the first point of contact for client queries via phone, email, or post.
5. Schedule and confirm client appointments, ensuring all necessary paperwork is prepared in advance.
6. Follow up on outstanding information or documentation required from clients to progress applications.
7. Submit new business applications for investments, pensions, and protection products.
8. Track application progress and update internal systems to reflect current status.
9. Maintain client files and CRM syste...