Senior IFA Tech & Client Services Analyst

Job Description

Eden Scott, a well-established financial advisory firm in Edinburgh, is seeking a detail-oriented professional to join its client services team. This role focuses on supporting financial advisers and offers opportunities for growth as either a paraplanner or in senior IFA support.

The successful candidate will ensure exceptional service delivery across various financial solutions, including investments and pensions, while maintaining strong client relationships. Responsibilities include preparing documentation, conducting research, and providing technical support in a dynamic environment.

The position also offers a competitive salary, benefits, and study support for further qualifications.