Financial Administrator / Senior IFA Support
Eden Scott
Edinburgh, GB
8d ago

Eden Scotts have a fantastic opportunity working with a highly reputable Wealth Management firm based in the centre of Edinburgh who have a strong focus on investment services and are currently expanding the business across the UK.

They require an experienced Financial Administrator to join a small team of professionals in order to assist in the full servicing in meet their client's needs.

The successful individual shall assist in collating client information, preparing illustrations, re-balancing investment portfolios, submitting new business via the platform, assist in the compiling of financial planning and Investment proposals ahead of client meetings.

  • To be successful in this role you should have;
  • Good technical knowledge & experience working within a financial planning firm
  • A self-starter with excellent communication skills
  • Comfortable using in Intellifo with exposure to using platforms
  • In return our client offer a competitive salary and benefits package with the potential to gain on the job technical experience, servicing high net worth client's in an award winning firm.

    To be considered please upload your CV or call Kelly Strachan on 0131 550 1112 to discuss this opportunity in more detail and assist in your next career move.

    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 us on 0131 550 1100 or drop off a CV at financialservices

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