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- Tasks: Support Independent Financial Advisors with admin tasks and client report preparation.
- Company: Join Eden Scott, a dynamic firm in Edinburgh focused on financial services.
- Benefits: Enjoy competitive salary, training support, and a comprehensive benefits package.
- Why this job: Be part of a supportive culture while gaining valuable experience in finance.
- Qualifications: Experience in financial services admin and strong organisational skills required.
- Other info: Opportunities for professional growth and a chance to make a real impact.
The predicted salary is between 30000 - 42000 £ per year.
Eden Scott’s client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh. In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in financial services administration who is passionate about delivering high-quality support in a fast-paced environment.
Key Responsibilities:
- Provide comprehensive administrative support to IFAs, including managing client files, preparing documents, and maintaining accurate records.
- Assist in the preparation of client review packs, suitability reports, and other essential documentation.
- Coordinate with internal departments to ensure efficient workflow and support for the IFA team.
- Update and maintain CRM and other systems to ensure client records are current and compliant.
- Liaise with clients, assisting with queries and providing updates on behalf of the advisers as required.
- Support the compliance process by ensuring all documentation meets regulatory standards.
Requirements:
- Previous experience in financial services administration, ideally within an IFA environment.
- Excellent organizational skills with a high level of accuracy and attention to detail.
- Strong communication skills, both written and verbal, to effectively support clients and advisers.
- Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
- Ability to work collaboratively within a team and manage multiple tasks in a deadline-driven environment.
- Familiarity with CRM systems and financial industry software is an advantage.
Benefits:
- Competitive salary with opportunities for professional growth.
- Training and development support to enhance your skills within the financial services sector.
- A supportive and inclusive work culture in our Edinburgh office.
- Comprehensive benefits package, including pension contributions and annual leave entitlement.
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 the 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.
IFA Administrative Assistant employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrative Assistant
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the role of Independent Financial Advisors (IFAs). Understanding their needs and challenges will help you demonstrate your proactive approach during interviews.
✨Tip Number 2
Brush up on your organisational skills by practising how to manage multiple tasks efficiently. You might want to create a mock schedule or task list to showcase your ability to prioritise effectively in a fast-paced environment.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who work as IFAs or in administrative roles. This can provide you with valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 4
Get comfortable with CRM systems and Microsoft Office Suite, especially Excel and Word. Consider taking online courses or tutorials to enhance your proficiency, as this will be a key part of your role.
We think you need these skills to ace IFA Administrative Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, particularly any roles related to IFA support. Use specific examples that demonstrate your organisational skills and attention to detail.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for delivering high-quality support in a fast-paced environment. Mention your familiarity with CRM systems and how you can contribute to the IFA team.
Highlight Relevant Skills: In your application, emphasise your proficiency in Microsoft Office Suite and any experience you have with financial industry software. This will show that you are well-equipped for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Eden Scott
✨Showcase Your Organisational Skills
As an IFA Administrative Assistant, you'll need to demonstrate your excellent organisational skills. Prepare examples from your past experience where you successfully managed multiple tasks or maintained accurate records, as this will show your ability to thrive in a fast-paced environment.
✨Familiarise Yourself with Financial Services
Make sure you brush up on your knowledge of financial services and the role of Independent Financial Advisors. Being able to discuss industry terminology and processes will impress the interviewers and show your genuine interest in the position.
✨Prepare for Client Interaction Scenarios
Since you'll be liaising with clients, think about how you would handle various client queries. Prepare some scenarios and your responses to demonstrate your strong communication skills and ability to provide high-quality support.
✨Highlight Your Tech Proficiency
Proficiency in Microsoft Office Suite and CRM systems is crucial for this role. Be ready to discuss your experience with these tools, and if possible, mention any specific software you've used in previous roles that could be relevant to the job.
