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Financial Advisor Administrative Assistant

4 months ago

Dunfermline Fife, United Kingdom Eden Scott Full time

Eden Scott’s client is seeking a Senior Financial Advisor Administrative Assistant, to join them in there team in Dunfermline, the successful individual will play a crucial role in supporting our Independent Financial Advisors (IFAs) and ensuring the smooth operation of our advisory services. Your expertise and attention to detail will be vital in managing client portfolios, processing complex financial transactions, and providing administrative support that meets the highest standards of accuracy and efficiency.

Prepare and review client reports, ensuring compliance with regulatory requirements and company standards.
Recording and handling complaints from customers and to providers.
Oversea implementation of new processes and systems to improve administrative efficiency.
Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
Ensure all required documentation for client business is available and saved in line with company policy and procedures.
Maintain a good knowledge of financial products, services, and regulatory requirements to be able to provide support to the Financial Adviser team.
Train and mentor junior administrative staff, fostering a collaborative and high-performing team environment.

Minimum of 3-5 years of experience in an IFA administrative role or a similar financial services position.
Sound knowledge of financial products, services, and regulatory requirements.
Proficient in using financial planning software and Microsoft Office Suite.