IFA Administrator

Eden Scott is delighted to be working with a highly respected financial planning firm based in Edinburgh to recruit an experienced IFA / Sales Support professional. This is a fantastic opportunity for someone with 1–2 years of experience in a similar role who is looking to take the next step in their career within a supportive and forward-thinking environment.

You will play a key part in supporting Independent Financial Advisers in delivering outstanding client service. Responsibilities include:

• Preparing client reports and documentation
• Managing client communications and follow-ups
• Processing new business applications and maintaining accurate records
• Liaising with product providers and internal teams
• Ensuring compliance with regulatory requirements

Person Specification

• 1–2 years of experience in an IFA support or financial services admin role
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal abilities
• Proficiency in financial systems and Microsoft Office
• A proactive and client-focused approach

What’s on Offer

• Hybrid working: 4 days in the office, 1 day from home
• A collaborative and professional team environment
• Opportunities for career development and further training
• Competitive salary and benefits package

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

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 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com 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