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- Tasks: Support Financial Advisers with admin tasks and client management in a dynamic environment.
- Company: Join a friendly team at a leading financial services firm in Glasgow.
- Benefits: Permanent position with opportunities for growth and development.
- Why this job: Make a real impact by ensuring smooth operations and supporting experienced professionals.
- Qualifications: Previous admin experience in financial services preferred; strong organisational skills required.
- Other info: Friendly atmosphere with a focus on teamwork and client satisfaction.
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott is working with a well‑established and highly regarded Independent Financial Adviser (IFA) firm based in Glasgow to recruit an experienced Financial Services Administrator. This is an excellent opportunity to join a supportive and professional team, providing key administrative support to advisers and maintaining high standards of client service.
As a Financial Services Administrator, you will play a vital role in the smooth running of the firm, supporting advisers throughout the full client lifecycle. The position offers exposure to a wide range of financial planning activities and the opportunity to develop within a reputable advisory environment.
Key Responsibilities
- Providing comprehensive administrative support to Financial Advisers
- Preparing and processing client documentation, including new business, reviews, and valuations
- Managing client records accurately using CRM and back office systems
- Liaising with investment platforms, providers, and third parties
- Handling client enquiries professionally via phone and email
- Ensuring compliance with FCA regulations and internal procedures
- Supporting meeting preparation, including suitability letters and reports
Person Specification
- Previous experience in a financial services or IFA administration role is essential
- Strong organisational skills with excellent attention to detail
- Confident communicator with a professional, client‑focused approach
- Comfortable working with multiple deadlines and priorities
- Proficient in Microsoft Office, particularly Word and Excel
- Experience using financial services platforms and back office systems is advantageous
- Competitive salary, dependent on experience
- Opportunity to join a stable and well‑respected IFA firm
- Supportive team culture with long‑term career prospects
- Hybrid or flexible working arrangements (depending on experience)
- Ongoing training and development within financial services
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 on 0131 550 1100 or drop off a CV to and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.
Financial Services Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨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 hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial services and the specific tools mentioned in the job description, like Intelligent Office (IO). We recommend practising common interview questions and having examples ready that showcase your organisational skills and attention to detail.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one. A personalised application can really make you stand out!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for the Financial Services Administrator position.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your previous admin experience, especially in financial services or wealth management, and showcase your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention specific experiences that relate to the key responsibilities, like managing diaries or preparing client reports.
Show Off Your Skills: Don’t forget to mention your proficiency in MS Office and any experience with Intelligent Office (IO). These skills are crucial for the role, so make them stand out in your application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get back to you quickly. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and wealth management. Familiarise yourself with common terms and processes, especially those related to client valuations and investment processing. This will show that you’re not just organised but also genuinely interested in the field.
✨Show Off Your Admin Skills
Prepare examples of how you've successfully managed multiple tasks in previous roles. Think about times when you’ve generated reports or handled client queries efficiently. Being able to demonstrate your organisational skills will be key in this role.
✨Get Comfortable with Intelligent Office
If you have experience with Intelligent Office (IO), make sure to mention it! If not, do a bit of research to understand its functionalities. Showing that you’re proactive about learning new systems can really impress the interviewers.
✨Practice Your People Skills
Since you'll be welcoming clients and handling queries, practice your communication skills. Role-play common scenarios with a friend to ensure you come across as friendly and professional. A warm approach can make all the difference in client interactions.