Senior Financial Planning Administrator

2 weeks ago


Ayr, United Kingdom Eden Scott Full time
About the Role

We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide critical support to our Director and contribute to the success of our business.

Key Responsibilities
  • Prepare valuation reports and maintain internal databases
  • Process new business and handle internal and client queries
  • Navigate and transact on financial providers' websites
  • Manage time effectively to maximize profitability
  • Develop technical skills and contribute to the growth of the business
Requirements

To be considered for this role, you must have:

  • Experience working in a financial planning team, providing support to advisers
  • Knowledge of the financial services market and compliance requirements
  • Excellent systems and IT skills, including cash flow exposure and experience with Intelligent Office/Intelliflo
  • Industry-relevant exams and a good platform knowledge
What We Offer

We offer a competitive salary, benefits, and bonus, as well as opportunities for professional development and growth. Our team is committed to investing in your success and providing a supportive and autonomous work environment.



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