Overview
Financial Advisor Administrative Assistant Jobs in Dunfermline – Scotland – UK at Eden Scott
Title: Financial Advisor Administrative Assistant
Company: Eden Scott
Location: Dunfermline – Scotland – UK
Category: Finance & Banking, Administrative/Clerical
Eden Scott’s client is seeking a Senior Financial Advisor Administrative Assistant, to join them in there team in Dunfermline, the successful individual will play a crucial role in supporting our Independent Financial Advisors (IFAs) and ensuring the smooth operation of our advisory services. Your expertise and
attention to detail
will be vital in managing client portfolios, processing complex financial transactions, and providing administrative support that meets the highest standards of accuracy and efficiency.
Key Responsibilities:
Provide comprehensive administrative support to IFAs, ensuring all client documentation and records are accurately maintained. Manage client portfolios, including processing new business applications, fund switches, and withdrawals. Liaise with clients, product providers, and other stakeholders to ensure seamless
communication
and service delivery. Prepare and review client reports, ensuring compliance with regulatory requirements and company standards. Ensure the customer journey is seamless for both existing clients and new clients.
New client on-boarding from initial contact until funds are invested. Recording and handling complaints from customers and to providers. Oversea implementation of new processes and systems to improve administrative efficiency. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR. Ensure all required documentation for client business is available and saved in line with company policy and procedures.
Maintain a good knowledge of financial products, services, and regulatory requirements to be able to provide support to the Financial Adviser team. Train and mentor junior administrative staff, fostering a
collaborative
and high-performing
team environment
. Person Specification Minimum of 3-5 years of experience in an IFA administrative role or a similar financial services position. Sound knowledge of financial products, services, and regulatory requirements.
Excellent organisational and time-management skills, with the ability to handle multiple tasks and meet deadlines. Exceptional
attention to detail
and accuracy. Proficient in using financial planning software and Microsoft Office Suite. Strong interpersonal and
communication skills
, with a client-focused approach.
Ability to
work independently and as part of a team, demonstrating initiative and
problem-solving skills
Please only apply if you have the above experience This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on or drop off a CV to and we will make sure that most relevant Consultant gets back to you as soon as possible.
Please note that we never send CVs anywhere without your prior consent Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.
