Financial Services Coordinator

2 days ago


Dunfermline, Fife, United Kingdom Eden Scott Full time

Job Summary:

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We are seeking an experienced and detail-oriented IFA Administrator to join our team in Dunfermline, Scotland.

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The successful candidate will provide comprehensive administrative support to Independent Financial Advisors (IFAs), enabling them to deliver exceptional service to their clients.

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This is a fantastic opportunity to make a real difference in the financial futures of our valued clients.

">Key Responsibilities:">
  • ">
  • Preparing client files and documentation for IFA appointments">
  • Processing new business applications, including investments, pensions, and protection">
  • Liaising with financial providers and clients, addressing queries efficiently">
  • Ensuring all client records and transactions comply with FCA regulations">
  • Supporting IFAs with research and report preparation as needed">
">Person Specification:">
  • ">
  • Previous experience as an IFA Administrator or in a financial services role">
  • Strong attention to detail, organizational, and communication skills">
  • Proficient in MS Office and financial software (experience with Intelligent Office or similar CRM is a plus)">
  • Ability to work independently and manage multiple tasks effectively">
  • Commitment to delivering a high standard of client care and confidentiality">
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What We Offer: A competitive salary based on experience, estimated at £28,750 per annum, plus ongoing training and development opportunities in financial services.

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About Us: Eden Scott is a friendly and professional team that values work-life balance and employee well-being.



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