IFA Support Assistant
1 week ago
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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