Financial Planning Assistant

Eden Scott's client is seeking a dedicated and detail-oriented Financial Planning Assistant to join a growing team in Edinburgh. In this role, you will provide essential administrative and client support to our Financial Planners, helping to ensure smooth operations and excellent client service. This is an exciting opportunity for someone with a passion for financial planning and a strong focus on client care.

Key Responsibilities:

• Using Intelligent Office (IO) to record and update client information
• Preparing pre-meeting packs and client engagement letters
• Assisting Financial Planners in conducting Annual Reviews and managing new business submissions
• Handling client queries and liaising with third-party providers
• Submitting new business applications and processing platform work, including fund switches and cash management
• Managing client remuneration details and generating invoices where applicable
• Obtaining product information and valuations via provider websites
• Liaising with life offices and submitting Letters of Authority
• Completing Anti-Money Laundering (AML) checks and processing client identification documents
• Managing daily post and ensuring all client records are accurately maintained
• Collaborating with the Paraplanning and Review teams to ensure timely delivery of client reports
• Handling Trusts and Death Claims

Experience and Skills Required:

• 1-3 years of experience in Financial Planning Support or 1 year as a Trainee FP Assistant
• Strong customer service skills with experience in administrative roles
• Excellent communication skills, both written and verbal
• High attention to detail and organisational skills
• Ability to manage multiple tasks and deadlines efficiently

Benefits:

• Competitive salary and bonus structure.
• Comprehensive health and wellness benefits.
• Pension plan.
• Professional development opportunities.

If you are interested in this role please contact Karen Kerr or email karen.kerr@edensott.com or call Karen on

Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.