Financial Services Administrator

Financial Services Administrator

18 Oct
|
Eden Scott
|
Edinburgh

18 Oct

Eden Scott

Edinburgh

Eden Scott's client who is based in Edinburgh is seeking a Financial Services Administrator to join their growing organisation The successful individual will work in a team who will support and guide them in this roleKey Responsibilities:Providing administrative support to Financial Advisers and Paraplanners. Assisting in the preparation of client documentation, reports, and financial reviews.

Responding to client queries via phone and email, ensuring excellent customer service at all times. Updating and maintaining accurate client records on internal systems. Supporting the team with various tasks to ensure the smooth running of daily operations.

Person SpecificationStrong organisational skills and attention to detail.





Excellent communication and interpersonal skills. A team player with the ability to manage multiple tasks and prioritise effectively.

A keen interest in financial services and a desire to develop a career in this field. Previous experience in an office or customer service role is desirable but not essential. What our client is offering:A competitive salary and benefits package.

Full training and support to help you develop in your role. Opportunities for career progression within a supportive and collaborative team. A professional working environment with a strong focus on personal development.

If you're ready to take the first step toward a fulfilling career in financial services, apply now! Send your CV and a cover letter to **********@edenscott.com

▶️ Financial Services Administrator
🖊️ Eden Scott
📍 Edinburgh

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Financial Services Administrator

Financial Services Administrator

Eden Scott's client who is based in Edinburgh is seeking a Financial Services Administrator to join their growing organisation The successful individual will work in a team who will support and guide them in this roleKey Responsibilities:Providing ad [...]
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‘Getting your foot in the door’ at a Financial Services / Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kicksta [...]
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