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- Tasks: Support financial advisers with admin tasks and client interactions in a dynamic office.
- Company: Join an award-winning financial practice known for exceptional independent advice.
- Benefits: Enjoy a competitive salary, flexible work options, and a friendly team environment.
- Why this job: Gain experience from industry experts while making a real impact on clients' financial journeys.
- Qualifications: Experience in Financial Services Administration is essential; financial qualifications are a plus.
- Other info: This role offers a chance to grow within a close-knit, supportive team.
The predicted salary is between 36000 - 60000 £ per year.
My client is a reputable, award winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh.
In the job you will be providing full administrative support to advisers within the office. You will be the first point of contact for mainly private clients when contacting the company and act as an ambassador for the company providing first class service to existing customers. You will organise all aspects including documents, research and coordination prior to meetings. You will also ensure that all work is carried out promptly and smoothly for your IFA and be the primary support to the IFA you are supporting.
My client is flexible on skills and experience, however a proven background with Financial Services Administration is vital, and ideally having worked within an IFA practice before. Ideally you will have some of your financial qualifications or be diploma/FPC qualified and experience of Adviser office. You will be able to demonstrate exceptional organisational skills, with the ability to multi-task in a dynamic environment. With the close knit nature of the team, you will be a committed, enthusiastic individual with a flexible approach to your work.
In return my client is offering a highly competitive salary and benefits. Along with this you would also have the opportunity to work in a friendly, professional environment with the chance to work with highly experienced professionals where you would learn from some of the industry's best.
To be considered please upload your CV ASAP to discuss the opportunity in more detail or to have a confidential discussion around your skills and background with Alison Curran.
Senior IFA administrator, Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA administrator, Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the financial services sector. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals already working in IFA practices or financial services. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into what makes a successful Senior Administrator.
✨Tip Number 3
Prepare specific examples of how you've successfully managed multiple tasks in previous roles. Highlighting your organisational skills and ability to work under pressure will resonate well with the hiring team.
✨Tip Number 4
Research the company culture and values of the financial practice you're applying to. Tailoring your approach to align with their ethos can make a significant difference in how you present yourself during any discussions.
We think you need these skills to ace Senior IFA administrator, Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Services Administration, particularly within an IFA practice. Emphasise any relevant qualifications and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your organisational skills and ability to multi-task in a dynamic environment.
Highlight Client Interaction Experience: Since the role involves being the first point of contact for clients, include examples of your previous client-facing roles. Illustrate how you provided excellent service and built relationships with clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge, especially if you have experience in an IFA practice. Be prepared to discuss specific financial products and regulations that are relevant to the role.
✨Demonstrate Organisational Skills
Since the role requires exceptional organisational skills, think of examples from your past work where you successfully managed multiple tasks or projects. Highlight how you prioritised and ensured smooth operations.
✨Emphasise Customer Service Experience
As the first point of contact for clients, it's crucial to demonstrate your commitment to providing excellent customer service. Share experiences where you went above and beyond to assist clients or resolve issues.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, opportunities for professional development, or how success is measured in this position.
