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About the job
An exciting opportunity has arisen to work in one of Scotlands leading Independent Financial Advisers in their busy Edinburgh office as support for the financial advisers. In this office, they offer a broad range of services to individuals, companies and pension funds with this opportunity arising due to company growth and expansion.
The ideal candidate will have relevant experience working within a financial advisers office, working towards exams would be beneficial.
Working as part of t
he administration team to closely support the business activities of the directors/advisers and being first point of contact for designated advisers. Other requirements include:
- Processing fees in an efficient, controlled and timely manner, and reconciliations are being maintained where applicable
- Client service work is being done consistently and effectively with correspondence logged to client records accurately
- Regularly engage with colleagues across all offices to ensure best pactice
- Provide technical expertise/coaching to your colleagues
An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.