Senior IFA Tech & Client Services Analyst

Senior IFA Tech & Client Services Analyst

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Eden Scott

At a Glance

  • Tasks: Support financial advisers and deliver exceptional client service in a dynamic environment.
  • Company: Eden Scott, a reputable financial advisory firm in Edinburgh.
  • Benefits: Competitive salary, benefits, and study support for further qualifications.
  • Other info: Opportunities for growth as a paraplanner or in senior IFA support.
  • Why this job: Join a supportive team and grow your career in financial services.
  • Qualifications: Detail-oriented with a passion for client service and financial solutions.

The predicted salary is between 40000 - 50000 Β£ per year.

Eden Scott, a well-established financial advisory firm in Edinburgh, is seeking a detail-oriented professional to join its client services team. This role focuses on supporting financial advisers and offers opportunities for growth as either a paraplanner or in senior IFA support.

The successful candidate will ensure exceptional service delivery across various financial solutions, including investments and pensions, while maintaining strong client relationships. Responsibilities include preparing documentation, conducting research, and providing technical support in a dynamic environment.

The position also offers a competitive salary, benefits, and study support for further qualifications.

Senior IFA Tech & Client Services Analyst employer: Eden Scott

Eden Scott is an excellent employer that prioritises employee development and offers a supportive work culture in the heart of Edinburgh. With a focus on professional growth, employees can advance their careers as paraplanners or in senior IFA support roles, all while enjoying competitive salaries, comprehensive benefits, and study support for further qualifications. The firm fosters strong client relationships and values exceptional service delivery, making it a rewarding place to work for those passionate about financial advisory services.

Eden Scott

Contact Details:

Eden Scott Recruitment Team

We think you need these skills to ace Senior IFA Tech & Client Services Analyst

Attention to Detail
Client Relationship Management
Technical Support
Documentation Preparation
Research Skills
Financial Solutions Knowledge
Investments Knowledge