Financial Administrator

5 days ago


Dunfermline, Fife, United Kingdom Eden Scott Full time

The Financial Services industry is seeking an experienced and detail-oriented professional to join their team in Dunfermline, Scotland.

As a key member of the team, you will provide comprehensive administrative support to Independent Financial Advisors (IFAs), enabling them to deliver exceptional service to their clients. Your role will involve managing client documentation, preparing reports, liaising with financial providers, and ensuring compliance with industry regulations.

You will be responsible for preparing client files and documentation for IFA appointments, processing new business applications, and ensuring all client records and transactions comply with FCA regulations.

This is a fantastic opportunity to join a friendly, professional team where you can make a real difference to clients' financial futures. The salary for this role is £25,000 - £30,000 per annum, depending on experience, and includes opportunities for professional growth and development.



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