At a Glance
- Tasks: Support clients with queries and manage new client onboarding efficiently.
- Company: Reputable financial services firm in Glasgow with a focus on client service.
- Benefits: Full-time role with opportunities for growth and development.
- Other info: No sponsorship available; ideal for motivated individuals ready to excel.
- Why this job: Join a collaborative team and make a real difference in client experiences.
- Qualifications: 1-2 years in financial services, strong communication, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Eden Scott is delighted to be working with a highly reputable financial services firm to recruit an IFA Administrator & Support professional to join their growing team in Glasgow. The role is full-time and offers an excellent opportunity for a motivated and organized individual with strong administration experience and a genuine passion for delivering outstanding client service.
Key Responsibilities
- Respond promptly and professionally to client queries, providing clear, accurate and thorough communication.
- Obtain policy information, product details, quotations and illustrations from providers.
- Manage new client onboarding from first contact through to the point of investment, ensuring a positive and compliant experience.
- Process and submit new business applications, ensuring accuracy, efficiency and proactive follow‑up with providers.
- Prepare documentation for client meetings and annual financial reviews, including product literature, illustrations, forms and agreements.
- Maintain high standards of compliance, adhering to internal procedures and FCA requirements while ensuring all client data is handled securely (including AML and GDPR obligations).
- Support continual development of internal processes as part of a collaborative and forward‑thinking team.
Experience & Qualifications
- Minimum 1–2 years’ experience within the financial services industry.
- Experience using iO is highly advantageous, though not essential.
- Strong technical understanding of investments, pensions and family wealth planning.
- Excellent written and verbal communication skills.
- Exceptional attention to detail and a commitment to accuracy.
- Proven track record in delivering outstanding client service.
- Strong IT proficiency, including confident use of Microsoft Office packages.
- Understanding of the needs of Financial Advisers and the regulatory environment in which they operate.
Other Information
This role will not provide sponsorship.
IFA Admin in Glasgow employer: Eden Scott
Eden Scott is an exceptional employer, offering a dynamic work environment in the heart of Glasgow where your contributions are valued and recognised. With a strong focus on employee development, we provide ample opportunities for growth within the financial services sector, alongside a collaborative culture that prioritises outstanding client service and compliance. Join us to be part of a forward-thinking team that supports your professional journey while ensuring a positive experience for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like Eden Scott. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show them you're not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do a mock interview with you. Focus on common questions related to client service and administration, and don’t forget to highlight your attention to detail and compliance knowledge – these are key in the IFA Admin role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really interested in the position. Let’s get you that IFA Admin role!
We think you need these skills to ace IFA Admin in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Admin 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 your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for client service and your understanding of the financial industry. Let us know why you're excited about this opportunity and how you can contribute to our success.
Showcase Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the high standards we uphold at StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our fantastic team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and family wealth planning. Familiarise yourself with the financial services industry and any relevant regulations, like FCA requirements. This will show that you're not just a good admin but also understand the bigger picture.
✨Showcase Your Communication Skills
Since the role involves responding to client queries and preparing documentation for meetings, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've handled client communications in the past to demonstrate your skills.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, highlight instances where your meticulous nature has helped avoid errors or improved processes. Bring along examples of documents you've prepared or managed to showcase your organisational skills.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they support continual development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
