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Senior IFA Administrator

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Job Summary: We are seeking an experienced IFA Administrator to join our expanding team at Eden Scott, a leading chartered wealth manager based in the city centre. As a key member of our team, you will provide administrative support to our advisers, focusing on HNW wealth management.

Key Responsibilities:

  1. Support the creation of suitability reports, conducting research on behalf of our advisers.
  2. Review client portfolios and assess the associated risks.
  3. Collaborate with our team to create comprehensive documentation packs for financial planning.
  4. Communicate findings clearly to both advisers and high net worth individuals in a fast-paced environment.

About the Role: This is an exciting opportunity to join a dynamic and close-knit team, focusing on HNW/UHNW clients. You will have the chance to develop a long and successful career with Eden Scott, a leading organisation in the wealth management sector.