IFA Support Specialist

6 days ago


Dunfermline, Fife, United Kingdom Eden Scott Full time

Eden Scott's client is seeking a highly organized and communicative individual to support their team of Independent Financial Advisors in delivering top-tier financial planning services to their valued clients.

In this role, you will manage client documentation, prepare reports, and liaise with financial providers to ensure compliance with industry regulations. You will also be responsible for preparing client files and documentation for IFA appointments and processing new business applications.

The ideal candidate will have previous experience as an IFA Administrator or in a financial services role, with strong attention to detail, organizational, and communication skills.

The salary for this role is estimated to be around £28,000 per annum, based on market rates for similar positions in Scotland.



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