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- Tasks: Provide essential admin support to financial advisers and ensure smooth client service.
- Company: Join a respected Independent Financial Adviser firm in Glasgow.
- Benefits: Competitive salary, hybrid working, and ongoing training opportunities.
- Why this job: Be part of a supportive team and grow your career in financial services.
- Qualifications: Experience in financial services admin and strong organisational skills required.
- Other info: Enjoy a professional environment with long-term career prospects.
The predicted salary is between 30000 - 40000 £ 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
- 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 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. 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 lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your skills as a Financial Services Administrator can add value. This will help you stand out during the interview!
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll need to liaise with clients and advisers regularly. Role-play common scenarios with a friend to boost your confidence and ensure you come across as professional and client-focused.
✨Tip Number 4
Don't forget to apply through our website! We have loads of opportunities that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining a reputable firm like Eden Scott.
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 relevant experience in financial services and any specific 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 passionate about the role and how your background makes you a great fit. Keep it professional but let your personality come through – we love to see enthusiasm!
Showcase Your Skills: Don’t forget to mention your organisational skills and attention to detail, as these are key for this position. If you've worked with CRM systems or financial platforms before, make sure to highlight that experience. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to the right people. 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 the role of a Financial Services Administrator. Be ready to discuss your previous experience in similar roles and how it relates to the responsibilities outlined in the job description.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills and attention to detail. Think of specific situations where you successfully managed multiple deadlines or prioritised tasks effectively, as this is crucial for the role.
✨Communicate Like a Pro
Practice your communication skills, both verbal and written. Since you'll be liaising with clients and third parties, being able to convey information clearly and professionally is key. Consider role-playing common client scenarios with a friend.
✨Familiarise Yourself with Tools
Get comfortable with Microsoft Office, especially Word and Excel, as well as any financial services platforms mentioned in the job description. If you have experience with CRM systems, be prepared to discuss how you've used them to manage client records.