Financial Advisor Assistant

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.

• Compile detailed financial reports, suitability letters, and investment summaries for client meetings.
• Ensure all documentation is accurate, up-to-date, and formatted according to company standards.
• Organise supporting documents such as policy statements, valuations, and compliance checklists.
• Act as the first point of contact for client queries via phone, email, or post.
• Schedule and confirm client appointments, ensuring all necessary paperwork is prepared in advance.
• Follow up on outstanding information or documentation required from clients to progress applications.
• Submit new business applications for investments, pensions, and protection products.
• Track application progress and update internal systems to reflect current status.
• Maintain client files and CRM systems to ensure all data is accurate and compliant.
• Communicate with product providers to obtain policy details, valuations, and resolve queries.
• Coordinate with advisers and paraplanners to ensure smooth workflow and timely completion of tasks.
• Assist in preparing documentation for compliance checks and audits.
• Verify that all client files meet FCA and company compliance standards.
• Keep up-to-date with regulatory changes and implement necessary updates in processes.
• Ensure anti-money laundering (AML) checks and data protection protocols are followed.

• 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

• 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

PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE LOCATED IN SCOTLAND

To apply, please contact  Please note that we never send CVs anywhere without your prior consent.