At a Glance
- Tasks: Provide technical and administrative support for financial advice processes.
- Company: Established independent financial adviser firm in central Edinburgh.
- Benefits: Attractive salary and a supportive, close-knit team environment.
- Other info: Opportunity for professional growth and progression in financial services.
- Why this job: Join a dynamic team and see the impact of your work daily.
- Qualifications: Experience in IFA or financial planning, strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
A well-established, independent financial adviser firm based in central Edinburgh, specialising in holistic financial planning, seeks an experienced Technical IFA Support Administrator to join its support team. The role involves providing comprehensive technical and administrative support to ensure the smooth operation of the advice process.
Responsibilities
- Preparing client meeting packs and related documentation
- Liaising with product providers, platforms, and third parties
- Supporting with basic suitability and technical report preparation
- Managing adviser diaries and coordinating client appointments
- Acting as a point of contact for clients, handling queries in a professional and timely manner
- General IFA administrative duties throughout the client lifecycle
Qualifications
- Minimum of a few years’ experience (ideally 5) working within an IFA or financial planning firm
- Solid grounding in the financial services industry and adviser support processes
- Strong organisational skills and attention to detail
- Confident communication skills when dealing with clients and providers
- Proactive, team-focused approach
- Progress toward CII or equivalent financial services exams would be advantageous
Benefits
Attractive salary and the opportunity to see the value added day to day in a close-knit team.
Senior financial advice administrator employer: Eden Scott
Join a well-established, independent financial adviser firm in the heart of Edinburgh, where you will be part of a close-knit team dedicated to holistic financial planning. With an attractive salary and a supportive work culture that values professional growth, this role offers the chance to make a meaningful impact while developing your skills in a dynamic environment. The firm prioritises employee development, encouraging progress towards CII qualifications and fostering a proactive, team-focused atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Senior financial advice administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 values. Tailor your responses to show how your experience aligns with their needs, especially in areas like client communication and administrative support.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Financial Advice Administrator role. We love seeing applications directly from motivated candidates like you!
We think you need these skills to ace Senior financial advice administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services and adviser support processes. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our team and how your background makes you a perfect fit for the Senior Financial Advice Administrator role. Keep it professional but let your personality show!
Showcase Your Organisational Skills:Since this role requires strong organisational skills, consider including examples of how you've managed multiple tasks or projects in the past. We love seeing how you keep things running smoothly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry and adviser support processes. Familiarise yourself with the specific products and platforms the firm uses, as well as any recent changes in regulations that might affect their operations.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, be prepared to discuss how you've managed multiple tasks or projects in the past. Bring examples of how you’ve successfully coordinated client appointments or prepared meeting packs to demonstrate your ability to keep things running smoothly.
✨Communicate Confidently
Practice your communication skills before the interview. You’ll need to show that you can handle queries from clients and providers professionally. Consider role-playing common scenarios with a friend to build your confidence and ensure you can articulate your thoughts clearly.
✨Be Proactive and Team-Focused
Highlight your proactive approach and ability to work within a team. Think of examples where you’ve taken the initiative to solve a problem or supported your colleagues in achieving a goal. This will show that you’re not just a lone wolf but someone who thrives in a collaborative environment.
