Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Eden Scott
dunfermlinedunfermlinenorth east scotlandUnited Kingdom
Job DescriptionEden 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 wi
Job Source: Eden ScottEden Scott
dunfermlinedunfermlinenorth east scotlandUnited Kingdom
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
Job Source: Eden ScottReed
Magherafelt
Job Title: Financial Advisor Location: Home/Field Work, Northern Ireland (dependent on candidate) Salary: £45,000 - £60,000 and OTE of £100,000 - Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Job Source: ReedReed
Belfast
Job Title: Financial Advisor Location: Home/Field Work, Northern Ireland (dependent on candidate) Salary: £45,000 - £60,000 and OTE of £100,000 - Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Job Source: ReedResource Matters Ltd
Antrim
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £65,000 + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW cl
Job Source: Resource Matters LtdResource Matters Ltd
Armagh
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £65,000 + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW cl
Job Source: Resource Matters LtdQuilter Financial Advisers
derbyderbymidlandsUnited Kingdom
Job DescriptionQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, includin
Job Source: Quilter Financial AdvisersEden Scott
glasgowglasgowcentral scotlandUnited Kingdom
Job DescriptionAfter continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are trul
Job Source: Eden ScottDunfermline
Job DescriptionEden 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 SpecificationMinimum 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 skillsPlease 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 0131 550 1100 or drop off a CV to [email protected] 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 consentEden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.
Email Alert for Financial Advisor Administrative Assistant jobs in Dunfermline
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.