Financial Planning Client Services

Eden Scott is delighted to be working in partnership with a well-established and highly respected financial planning firm as they look to appoint an experienced Client Support Executive – Financial Planning to support their growing team.

This is an excellent opportunity for a detail-oriented and client-focused individual to join a professional and supportive environment, where you will play a key role in delivering a high standard of service to both advisers and clients.

Key Responsibilities

• Providing full administrative support to Financial Advisers
• Preparing client review packs, valuations, and documentation
• Processing new business across pensions, investments, and protection
• Liaising with providers and platforms to obtain information and track cases
• Maintaining accurate and compliant client records
• Supporting the client onboarding process, including AML/KYC checks
• Managing client correspondence and responding to queries
• Updating back-office systems and monitoring pipelines
• Assisting with diary management and preparation for client meetings

Person Specification

• Previous experience within an IFA or financial services administration role
• Strong understanding of pensions, investments, and protection products
• Highly organised with excellent attention to detail
• Strong communication skills and a professional approach
• Experience using financial back-office systems (e.g. Intelligent Office, Xplan, Salesforce)
• Ability to manage multiple tasks and meet deadlines

What’s on Offer

• Competitive salary and benefits package
• Supportive and collaborative working environment
• Opportunity for progression within financial planning
• Study support available for professional qualifications

If you are an experienced IFA Administrator looking to take the next step in your career, we would be keen to hear from you. To find out more, please contact Karen Kerr at Eden Scott for a confidential discussion.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

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