IFA Support Assistant

1 week ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Role Overview:

About Eden Scott's Client:

The client seeks a diligent and organized IFA Sales Support Administrator to provide vital administrative assistance to their team in Glasgow. The successful candidate will play a key role in supporting independent financial advisors, preparing client reports, and maintaining accurate records.

Responsibilities:

  • Administrative Support: Provide comprehensive administrative support to IFAs, including managing client files, preparing documents, and maintaining accurate records.
  • Client Support: Assist in the preparation of client review packs, suitability reports, and other essential documentation, ensuring compliance with regulatory standards.
  • Team Coordination: Coordinate with internal departments to ensure efficient workflow and support for the IFA team.
  • Record Maintenance: Update and maintain CRM and other systems to ensure client records are current and compliant.
  • Client Liaison: Liaise with clients, assisting with queries and providing updates on behalf of the advisers as required.

Requirements:

  • Experience: Previous experience in financial services administration, ideally within an IFA environment.
  • Skills: Excellent organizational skills with a high level of accuracy and attention to detail. Strong communication skills, both written and verbal, to effectively support clients and advisers.
  • Technical Skills: Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook. Familiarity with CRM systems and financial industry software is an advantage.

Benefits:

  • Career Growth: Competitive salary with opportunities for professional growth.
  • Training and Development: Training and development support to enhance your skills within the financial services sector.
  • Work Culture: A supportive and inclusive work culture in our Glasgow office.
  • Benefits Package: Comprehensive benefits package, including pension contributions and annual leave entitlement.


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