At a Glance
- Tasks: Support Financial Advisers in delivering exceptional financial planning solutions.
- Company: Join a respected and growing Independent Financial Advice firm in Edinburgh.
- Benefits: Competitive salary, comprehensive benefits, and ongoing professional development.
- Other info: Collaborative environment with clear career progression opportunities.
- Why this job: Be part of a team that makes a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
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 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.
Financial Service Administrator in Broughton employer: Eden Scott
Eden Scott is an exceptional employer that fosters a collaborative and innovative work culture, perfect for a Senior Data Modelling Architect. With a strong emphasis on employee growth, we offer continuous learning opportunities and the chance to work on cutting-edge AI-driven projects in a vibrant location. Join us to make a meaningful impact while enjoying a supportive environment that values your expertise and contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Service Administrator in Broughton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Scott. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Service Administrator in Broughton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Scott.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Scott's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Scott
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Scott.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Scott will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Scott employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
