Investment Support Administrator

Investment Support Administrator - Edinburgh

Are you an experienced and detail-oriented administrator looking to further your career in financial services? Eden Scott's client is seeking a Invesment Support Administrator to join our dynamic team in Edinburgh. You will provide essential support to the Financial Adviser and Office Manager, ensuring efficient and timely administration within our business.

Key Responsibilities:

• Preparing illustrations, paperwork, and suitability reports for clients.
• Processing new business applications, both paper-based and online, and following up on them.
• Handling fund switches, rebalances, and Letters of Authority to life companies.
• Researching and completing Pension Replacement Contracts.
• Issuing policy documentation and obtaining valuations for clients.
• Preparing death schedules and liaising with families and solicitors.
• Scanning and updating client files on the back-office system.
• Ensuring client files are compliant with FCA and company guidelines.
• Supporting the training of Trainee team members.
• Managing daily tasks and workload within the back-office system.
• Handling general office duties and providing excellent client service over the phone and via email.

Requirements:

• Minimum of two years of experience in a Financial Services environment.
• Proficiency in Microsoft Word, Excel, Outlook, and Internet Explorer.
• Experience with Intelligent Office and financial platforms is desirable but not essential.
• Excellent communication and interpersonal skills.
• Strong attention to detail with the ability to meet deadlines and manage workloads.
• A proactive, team-oriented individual who can also work independently when needed.
• Willingness to learn and develop within the role.

• Our Client Is Offering
• A competitive salary and benefits package.
• The opportunity to be part of a professional and supportive team.
• Career growth and development opportunities in a growing financial services business

If you're ready to take the first step toward a fulfilling career in financial services, apply now! Send your CV to kerr@edenscott.com

Please note that we never send CVs anywhere without your prior consent