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- Tasks: Manage daily office tasks, support advisers, and assist team members in a dynamic environment.
- Company: Join a reputable IFA practice in Edinburgh known for its stability and growth.
- Benefits: Enjoy a competitive salary, friendly team culture, and opportunities for training and development.
- Why this job: Perfect for those looking to advance in their career while making a real impact in client administration.
- Qualifications: Experience in IFA support or wealth management is essential; familiarity with software packages is a plus.
- Other info: This role offers potential for team management and involvement in workshops.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly reputable and well regarded IFA practice in Edinburgh. A new opportunity has become available for an Office Manager to join this stable IFA firm as they continue to grow. This is an excellent opportunity if you are already working as IFA support and are looking to progress your career and undertake additional team management tasks in due course, ideally working in an adviser's office currently as a manager.
Duties will include day to day administration such as:
- Processing applications
- Chasing outstanding information
- Dealing with external companies
- Assisting other support staff with workloads
- Working alongside your adviser hand in hand, covering both private client and corporate
- Helping less experienced staff as required
Ideally, you will be working within another IFA and/or experienced in the wealth management sector in a support role with various software packages and platform knowledge and take pride in your work, delivering to a high standard.
This is a great opportunity to move to team management in due course if you wished, progress, but not into a fully technical paraplanning role, focusing on your strengths within client administration. Getting involved with workshops, training and development is also a possibility.
In return, you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package. The team are warm and it is a friendly yet professional office to work with.
To apply please upload your CV or contact Alison Curran to discuss in more detail this and other excellent opportunities in the area.
IFA Office Manager employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Office Manager
✨Tip Number 1
Network with professionals in the IFA and wealth management sectors. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the office culture at the firm you're interested in.
✨Tip Number 2
Familiarise yourself with the specific software packages and platforms commonly used in IFA practices. Being knowledgeable about these tools can give you an edge during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your experience in managing teams and supporting advisers. Highlight any instances where you've successfully assisted less experienced staff or improved team efficiency, as this aligns well with the responsibilities of the Office Manager role.
✨Tip Number 4
Research the firm’s values and recent developments in the IFA sector. Showing that you understand their mission and how you can contribute to their growth will make a strong impression during your discussions.
We think you need these skills to ace IFA Office Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA support and team management. Emphasise your familiarity with the wealth management sector and any specific software packages you have used.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience in administration, your ability to assist and mentor less experienced staff, and your desire to progress into team management.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the Office Manager role, such as organisation, communication, and problem-solving. Provide examples of how you've successfully managed workloads and supported teams in previous roles.
Follow Up: After submitting your application, consider following up with Alison Curran to express your enthusiasm for the position. This can demonstrate your proactive nature and genuine interest in the opportunity.
How to prepare for a job interview at Eden Scott
✨Showcase Your IFA Knowledge
Make sure to brush up on your knowledge of Independent Financial Advisers (IFAs) and the wealth management sector. Be prepared to discuss your experience with various software packages and platforms, as this will demonstrate your familiarity with the tools used in the industry.
✨Highlight Team Management Skills
Since the role involves potential team management, be ready to share examples of how you've successfully managed or supported a team in the past. Discuss any experiences where you helped less experienced staff or took on additional responsibilities.
✨Emphasise Attention to Detail
The job requires high standards in client administration. Prepare to provide specific examples of how you've ensured accuracy and quality in your previous roles, especially when processing applications or dealing with external companies.
✨Express Enthusiasm for Development
Convey your eagerness to engage in workshops, training, and development opportunities. This shows that you're not only looking for a job but are also interested in growing within the company and contributing to its success.
