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IFA Operations Specialist

1 month ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Eden Scott is seeking an experienced IFA Operations Specialist to join our team. This is a fantastic opportunity to work in a dynamic and supportive environment, where you will be responsible for a range of administrative tasks, including data management, report preparation, and appointment scheduling.

Responsibilities:
  • Manage client data and ensure accurate record-keeping
  • Prepare and distribute reports to clients and team members
  • Coordinate appointments and schedule meetings
  • Provide administrative support to our paraplanning team

We anticipate the successful candidate to have prior experience in administration, with a strong focus on organization, attention to detail, and excellent communication skills. The estimated annual salary for this position is £32,000 - £37,000, depending on qualifications and experience.

We offer a comprehensive benefits package, including 22 days annual leave, training opportunities, and professional certifications.