At a Glance
- Tasks: Provide top-notch admin support to financial advisers and clients in a dynamic environment.
- Company: Join a respected financial planning firm with a supportive culture.
- Benefits: Competitive salary, benefits package, and study support for professional qualifications.
- Other info: Great opportunities for progression and a collaborative team atmosphere.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
Eden Scott is delighted to be working in partnership with a well-established and highly respected financial planning firm as they look to appoint an experienced Client Support Executive – Financial Planning to support their growing team. This is an excellent opportunity for a detail-oriented and client-focused individual to join a professional and supportive environment, where you will play a key role in delivering a high standard of service to both advisers and clients.
Key Responsibilities- Providing full administrative support to Financial Advisers
- Preparing client review packs, valuations, and documentation
- Processing new business across pensions, investments, and protection
- Liaising with providers and platforms to obtain information and track cases
- Maintaining accurate and compliant client records
- Supporting the client onboarding process, including AML/KYC checks
- Managing client correspondence and responding to queries
- Updating back-office systems and monitoring pipelines
- Assisting with diary management and preparation for client meetings
- Previous experience within an IFA or financial services administration role
- Strong understanding of pensions, investments, and protection products
- Highly organised with excellent attention to detail
- Strong communication skills and a professional approach
- Experience using financial back-office systems (e.g. Intelligent Office, Xplan, Salesforce)
- Ability to manage multiple tasks and meet deadlines
- Competitive salary and benefits package
- Supportive and collaborative working environment
- Opportunity for progression within financial planning
- Study support available for professional qualifications
If you are an experienced IFA Administrator looking to take the next step in your career, we would be keen to hear from you. To find out more, please contact Karen Kerr at Eden Scott for a confidential discussion.
Financial Planning Client Services in Livingston employer: Eden Scott
Eden Scott is an exceptional employer, offering a supportive and collaborative work environment that prioritises professional growth and client satisfaction. With a competitive salary and benefits package, along with opportunities for progression and study support for professional qualifications, employees are empowered to thrive in their careers while contributing to a respected financial planning firm. Located in a vibrant area, this role provides the chance to be part of a dedicated team focused on delivering high standards of service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Client Services in Livingston
✨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 Client Support Executive 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 researching the company and its values. Understand their approach to client service and think about how your experience aligns with their needs. This will help you stand out as a detail-oriented candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with advisers and clients, being able to articulate your thoughts clearly is crucial. Consider doing mock interviews with friends or using online resources to sharpen your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team in the financial planning space.
We think you need these skills to ace Financial Planning Client Services in Livingston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Support Executive – Financial Planning. Highlight your experience in financial services and any relevant 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 the perfect fit for this role. Share specific examples of your previous work in financial planning and how you’ve supported clients and advisers in the past. We love a good story!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these confidently will show that you're not just detail-oriented but also genuinely interested in the financial planning sector.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in previous roles. This could be anything from handling client correspondence to managing diary schedules. Highlighting your organisational prowess will resonate well with the interviewers.
✨Familiarise Yourself with Back-Office Systems
If you have experience with systems like Intelligent Office, Xplan, or Salesforce, be ready to discuss it. If not, do a bit of research on these platforms so you can speak about their functionalities and how they support financial advisers.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for progression. This shows that you're not only interested in the role but also in how you can grow within the firm.
