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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 clients.
- Qualifications: Previous admin experience in financial services preferred; strong organisational skills required.
- Other info: Friendly atmosphere with a focus on teamwork and professional development.
The predicted salary is between 30000 - 42000 £ per year.
Eden Scott’s client is seeking a highly organised and proactive Financial Services Administrator to join their small, friendly team in the heart of Glasgow on a permanent basis.This is a fantastic opportunity to support a group of experienced Financial Advisers in a dynamic and professional environment.
You’ll play a key role in ensuring the smooth running of our operations by providing essential administrative support. From preparing client reports to managing diaries and handling investment processing, your attention to detail and ability to multitask will be highly valued.
Key Responsibilities
- Support a small team of Financial Advisers with day-to-day admin tasks
- Generate client valuations and process income, investments, and transfers
- Prepare client meeting packs and reports
- Manage diaries and arrange client appointments
- Handle client queries professionally and efficiently
- Maintain and update client records using systems including Intelligent Office (IO)
- Welcome clients to the office and provide general office support (filing, printing, etc.)
Experience & Knowledge
- Previous admin experience in an IFA or wealth management setting preferred
- Understanding of financial services or wealth management
- Comfortable working both independently and as part of a team
- Proven ability to meet deadlines and manage multiple tasks
- Experience with Intelligent Office (IO) is a plus
Skills & Attributes
- Strong numeracy and accuracy in processing figures
- Excellent written English and grammar
- High attention to detail and organisational skills
- Proficient in MS Outlook, Word, Excel
- Friendly, reliable, and flexible approach
PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND CAN TRAVEL TO GLASGOW
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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 Karen.kerr@edenscott.com 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
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. 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 your familiarity with systems like Intelligent Office (IO) and how you can support the Financial Advisers effectively.
Show Off Your Skills: Don’t forget to emphasise your strong numeracy and accuracy in processing figures. Mention your proficiency in MS Outlook, Word, and Excel, as these are key skills for the role. We want to see how you can contribute to our dynamic environment!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us. Good luck!
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 from your previous experience where you successfully managed multiple tasks or supported a team. Be ready to discuss how you’ve handled diary management, client queries, and report preparation. Specific anecdotes can really make you stand out!
✨Get Comfortable with Intelligent Office
If you have experience with Intelligent Office (IO), be 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 impress the interviewers.
✨Be Personable and Professional
Since this role involves client interaction, practice your friendly yet professional communication style. Think about how you would welcome clients and handle their queries. A positive attitude can go a long way in making a great impression!
