Financial Services Coordinator
2 days ago
Job Summary:
">We are seeking an experienced and detail-oriented IFA Administrator to join our team in Dunfermline, Scotland.
">The successful candidate will provide comprehensive administrative support to Independent Financial Advisors (IFAs), enabling them to deliver exceptional service to their clients.
">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">
- ">
- 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">
What We Offer: A competitive salary based on experience, estimated at £28,750 per annum, plus ongoing training and development opportunities in financial services.
">About Us: Eden Scott is a friendly and professional team that values work-life balance and employee well-being.
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