Eden Scott is working with a well‑established and highly regarded Independent Financial Adviser (IFA) firm based in Glasgow to recruit an experienced Financial Services Administrator. This is an excellent opportunity to join a supportive and professional team, providing key administrative support to advisers and maintaining high standards of client service.
As a Financial Services Administrator, you will play a vital role in the smooth running of the firm, supporting advisers throughout the full client lifecycle. The position offers exposure to a wide range of financial planning activities and the opportunity to develop within a reputable advisory environment.
Key Responsibilities
- Providing comprehensive administrative support to Financial Advisers
- Preparing and processing client documentation, including new business, reviews, and valuations
- Managing client records accurately using CRM and back office systems
- Liaising with investment platforms, providers, and third parties
- Handling client enquiries professionally via phone and email
- Ensuring compliance with FCA regulations and internal procedures
- Supporting meeting preparation, including suitability letters and reports
Person Specification
- Previous experience in a financial services or IFA administration role is essential
- Strong organisational skills with excellent attention to detail
- Confident communicator with a professional, client‑focused approach
- Comfortable working with multiple deadlines and priorities
- Proficient in Microsoft Office, particularly Word and Excel
- Experience using financial services platforms and back office systems is advantageous
- Competitive salary, dependent on experience
- Opportunity to join a stable and well‑respected IFA firm
- Supportive team culture with long‑term career prospects
- Hybrid or flexible working arrangements (depending on experience)
- Ongoing training and development within financial services
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 0131 550 1100 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 consent Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.
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