Financial Advisor Administrative Assistant

Updated: May 16, 2024 05:29 PM GMT

Eden Scott

Dunfermline

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... More Detail