Financial Services Administrator

Eden Scott's client who is based in Edinburgh is seeking an Financial Services Administrator to join their team based in Glasgow . As a Financial Services Administrator, you will be crucial in supporting the Directors and Financial Advisors in delivering exceptional service to their clients.

Your primary responsibilities will include:

• Provide Financial Planning administrative support to Directors and Financial Advisors by assisting with client onboarding, documentation, and account maintenance.
• Point of contact for new and existing clients to deal with queries.
• Process new business and ensure clients are kept updated with progress.
• Help to book meetings for advisers and ensure that all review meetings are booked within appropriate timeframes.
• Complete all review meeting letters and associated regulatory requirements.
• Process switches and portfolio rebalancing.

Experience / Qualifications:

• Must have worked within an IFA Practice or Wealth Management firm.
• Excellent communication skills
• Team Player
• Excellent team Player
• Work as part of a team and on their own initiative

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 on or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior