Financial Service Administrator

Eden Scott is delighted to be partnering with a highly respected and growing Independent Financial Advice (IFA) firm in Edinburgh to recruit a Financial Services Administrator.

This is an excellent opportunity to become part of an established and successful wealth management firm, supporting Financial Advisers and Paraplanners in delivering outstanding financial planning solutions to a loyal and growing client base.

As a Financial Services Administrator, you will play a key role in supporting the client journey from initial enquiry through to policy implementation and ongoing reviews. You will work closely with Advisers, Paraplanners and product providers, ensuring all administration is completed accurately, efficiently and in line with regulatory requirements.

Key Responsibilities

• Processing new business applications across pensions, investments, ISAs, bonds and protection products
• Obtaining policy information, valuations, illustrations and provider documentation
• Preparing client review packs and supporting annual review processes
• Managing adviser diaries and coordinating client meetings
• Processing withdrawals, fund switches, top-ups and policy amendments
• Monitoring business pipelines and proactively progressing cases through to completion
• Liaising with providers, platforms and third parties to obtain information and resolve queries
• Ensuring all client records, back-office systems and CRM databases are maintained accurately
• Supporting suitability report preparation and post-advice administration
• Producing client correspondence and documentation to a high professional standard
• Assisting with compliance checks, AML requirements and regulatory documentation
• Tracking outstanding requirements and maintaining regular communication with clients and providers
• Providing an exceptional level of service and building strong client relationships
• Working collaboratively with the wider team to support business growth and service excellence

Person specification

• Previous experience within Financial Services, Wealth Management or an IFA environment
• Strong understanding of pensions, investments and financial planning administration
• Excellent organisational and time-management skills
• High attention to detail and accuracy
• Strong communication and interpersonal skills
• Experience using financial services back-office systems would be advantageous
• Positive, proactive and team-focused approach

What's On Offer?

• Competitive salary and comprehensive benefits package
• Supportive and collaborative team environment
• Ongoing professional development and training
• Clear opportunities for career progression
• The chance to join a well-established and highly reputable IFA firm

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 and would like to send your cv over in order to discuss future opportunities, please drop off a CV at Sign in to view email and we can discuss your application further.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.