At a Glance
- Tasks: Support financial advisers with admin tasks and client communications.
- Company: Reputable financial planning firm with a supportive culture.
- Benefits: Competitive salary, benefits package, and study support for qualifications.
- Other info: Great opportunities for career progression in a collaborative environment.
- Why this job: Join a professional team and make a real impact in financial planning.
- Qualifications: Experience in financial services and strong organisational skills.
The predicted salary is between 30000 - 40000 € per year.
Eden Scott is delighted to be working in partnership with a well-established and highly respected financial planning firm as they look to appoint an experienced Client Support Executive – Financial Planning to support their growing team. This is an excellent opportunity for a detail-oriented and client-focused individual to join a professional and supportive environment, where you will play a key role in delivering a high standard of service to both advisers and clients.
Key Responsibilities
- Providing full administrative support to Financial Advisers
- Preparing client review packs, valuations, and documentation
- Processing new business across pensions, investments, and protection
- Liaising with providers and platforms to obtain information and track cases
- Maintaining accurate and compliant client records
- Supporting the client onboarding process, including AML/KYC checks
- Managing client correspondence and responding to queries
- Updating back-office systems and monitoring pipelines
- Assisting with diary management and preparation for client meetings
Person Specification
- Previous experience within an IFA or financial services administration role
- Strong understanding of pensions, investments, and protection products
- Highly organised with excellent attention to detail
- Strong communication skills and a professional approach
- Experience using financial back-office systems (e.g. Intelligent Office, Xplan, Salesforce)
- Ability to manage multiple tasks and meet deadlines
What’s on Offer
- Competitive salary and benefits package
- Supportive and collaborative working environment
- Opportunity for progression within financial planning
- Study support available for professional qualifications
If you are an experienced IFA Administrator looking to take the next step in your career, we would be keen to hear from you. To find out more, please contact Karen Kerr at Eden Scott for a confidential discussion.
Financial Planning Client Services in Edinburgh employer: Eden Scott
Eden Scott is an exceptional employer, offering a supportive and collaborative work environment that prioritises professional growth and client satisfaction. With a competitive salary and benefits package, as well as opportunities for progression within financial planning, employees are encouraged to enhance their skills through study support for professional qualifications. Joining this well-respected financial planning firm means being part of a dedicated team that values attention to detail and strong communication, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Client Services in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Support Executive role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re key to impressing potential employers in this field.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website for the best chance at landing your dream job. We’ve got loads of resources to help you prepare, and we’re here to support you every step of the way!
We think you need these skills to ace Financial Planning Client Services in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Support Executive – Financial Planning. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your previous work in IFA administration and how it relates to the responsibilities listed in the job description.
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these confidently will show that you're not just detail-oriented but also genuinely interested in the financial planning sector.
✨Demonstrate Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. This role requires excellent organisational skills, so showcasing your ability to juggle responsibilities will definitely impress.
✨Familiarise Yourself with Back-Office Systems
If you have experience with systems like Intelligent Office, Xplan, or Salesforce, be ready to talk about it. If not, do a bit of research to understand how these systems work and how they support client services in financial planning.
✨Practice Your Communication Skills
Since this role involves liaising with clients and advisers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as approachable and knowledgeable.
