Financial Planning Assistant

Eden Scott's client is seeking a dedicated and detail-oriented Financial Planning Assistant to join a growing team in Edinburgh. In this role, you will provide essential administrative and client support to our Financial Planners, helping to ensure smooth operations and excellent client service. This is an exciting opportunity for someone with a passion for financial planning and a strong focus on client care.

Key Responsibilities:

Using Intelligent Office (IO) to record and update client information
Preparing pre-meeting packs and client engagement letters
Assisting Financial Planners in conducting Annual Reviews and managing new business submissions
Handling client queries and liaising with third-party providers
Submitting new business applications and processing platform work, including fund switches and cash management
Managing client remuneration details and generating invoices where applicable
Obtaining product information and valuations via provider websites
Liaising with life offices and submitting Letters of Authority
Completing Anti-Money Laundering (AML) checks and processing client identification documents
Managing daily post and ensuring all client records are accurately maintained
Collaborating with the Paraplanning and Review teams to ensure timely delivery of client reports
Handling Trusts and Death Claims

Requirements:

1-3 years of experience in Financial Planning Support or 1 year as a Trainee FP Assistant
Strong customer service skills with experience in administrative roles
Excellent communication skills, both written and verbal
High attention to detail and organisational skills
Ability to manage multiple tasks and deadlines efficiently

What We Offer:

Competitive salary and bonus structure.
Comprehensive health and wellness benefits.
Pension plan.
Professional development opportunities.

If you are interested in this role please contact Karen Kerr on 0131 550 1129 or via email at karen.kerr@edensott.com

Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship

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 us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.