Financial Planner Assistant

5 days ago


Dunfermline Fife, United Kingdom Eden Scott Full time

Eden Scott is delighted to be working with a highly respected financial planning firm based in Edinburgh to recruit an experienced IFA / Sales Support professional . You will play a key part in supporting Independent Financial Advisers in delivering outstanding client service.

Compile detailed financial reports, suitability letters, and investment summaries for client meetings.
Organize supporting documents such as policy statements, valuations, and compliance checklists.
Act as the first point of contact for client queries via phone, email, or post.
Submit new business applications for investments, pensions, and protection products.
Maintain client files and CRM systems to ensure all data is accurate and compliant.
Communicate with product providers to obtain policy details, valuations, and resolve queries.
Assist in preparing documentation for compliance checks and audits.
Keep up-to-date with regulatory changes and implement necessary updates in processes.
Ensure anti-money laundering (AML) checks and data protection protocols are followed.

1–2 years of experience in an IFA support or financial services admin role
~ Proficiency in financial systems and Microsoft Office
~ Hybrid working: 4 days in the office, 1 day from home
Opportunities for career development and further training
Competitive salary and benefits package

com and we will make sure that most relevant Consultant gets back to you as soon as possible.


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