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Financial Support Adviser

3 months ago

Edinburgh, United Kingdom Eden Scott Full time

Eden Scott’s Client is seeking experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management Our client is seeking a highly organised and detail-oriented individual to join their small team of Financial Advisers based in the vibrant West End of Edinburgh.
As part of our clients close-knit team, you will provide crucial administrative support to our Financial Advisers. Your role will involve generating valuations, processing income and investments, managing diaries, arranging client meetings, and handling various general administrative tasks. Assist a team of Financial Advisers with administrative tasks.
Generate valuations, process income, investments, and transfers.
Maintain and update client records using various systems, including Intelligent Office (IO).
Provide general administrative support, including filing, printing, and responding to client queries.

A solid understanding of the financial and/or wealth management industry.
~ Experience with Intelligent Office (IO) is preferred but not essential


Excellent English spelling and grammar.
Proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO.
Friendly, flexible, reliable, and honest.

Experience Level: 2-4 years
This is an excellent opportunity to further your career in the financial services industry, working with a dedicated and professional team. Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship

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