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- Tasks: Support advisers with client portfolios and suitability reports in a dynamic team environment.
- Company: Join a leading chartered wealth manager based in the heart of Edinburgh.
- Benefits: Enjoy a competitive salary, benefits package, and opportunities for career progression.
- Why this job: Be part of a close-knit team focused on high-net-worth clients and impactful financial planning.
- Qualifications: Experience in IFA administration and relevant qualifications or aspirations to pursue them.
- Other info: This role offers a unique chance to grow within a reputable organisation.
The predicted salary is between 48000 - 72000 £ per year.
My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come. Key skills of successful candidates will include but not limited to: Experience of supporting those writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards ideally or aspirations to do exams
Experienced in platforms – including Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved with each client
Ability to interact with other members of their close knit team to create documentation packs (Financial planning administrators/Paraplanners)
Fund analysis, product comparison, analysis and charges analysis
Ability to clearly communicate findings clearly to both advisers and also to HNW individuals in a fast paced environment
An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to the successful candidate.
This is an ideal role for an experienced IFA administrator to join an expanding close knit team whilst part of a wider unit dealing with HNW/UHNW clients.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA administrator, Client Support - HNW
✨Tip Number 1
Familiarise yourself with the specific platforms mentioned in the job description, such as Avelo and WRAP. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with HNW clients. Engaging in conversations about industry trends and challenges can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with suitability reports and client portfolio reviews in detail during interviews. Be ready to share specific examples of how you've successfully supported advisers in the past, showcasing your expertise.
✨Tip Number 4
Demonstrate your communication skills by practising how you would explain complex financial concepts to HNW individuals. Being able to convey information clearly and effectively is crucial in this role, so consider role-playing scenarios with a friend or mentor.
We think you need these skills to ace Senior IFA administrator, Client Support - HNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA administrator, particularly any work related to supporting advisers and writing suitability reports. Use specific examples that demonstrate your skills in client portfolio review and risk analysis.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your diploma qualifications or progress towards them, and explain how your experience aligns with the key skills mentioned in the job description.
Showcase Relevant Experience: When detailing your previous roles, focus on your experience with platforms like Avelo and WRAP. Highlight any specific achievements or projects that involved fund analysis, product comparison, or working with HNW clients.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a fast-paced environment like wealth management.
How to prepare for a job interview at Eden Scott
✨Showcase Your Experience
Make sure to highlight your previous experience as an IFA administrator, especially any work related to supporting advisers in writing suitability reports. Be prepared to discuss specific examples of how you've contributed to similar roles.
✨Demonstrate Knowledge of Platforms
Familiarise yourself with the platforms mentioned in the job description, such as Avelo and WRAP. During the interview, be ready to discuss your experience with these platforms and how you have used them to support client portfolios.
✨Communicate Clearly
Since the role involves interacting with both advisers and HNW clients, practice articulating your findings and analyses clearly. Use straightforward language and avoid jargon to ensure your points are easily understood.
✨Emphasise Team Collaboration
This position requires working closely with a team. Be prepared to share examples of how you've successfully collaborated with others in past roles, particularly in creating documentation packs or conducting fund analysis.
