Trainee IFA Administrator

Thornbury Recruitment is delighted to be partnering with a well-established and highly respected St. James’s Place Partner Practice based in Glasgow to recruit a Trainee IFA Administrator.

This is an excellent opportunity for an ambitious and organised individual looking to build a long-term career within financial services and wealth management. Full training and ongoing support will be provided, making this role ideal for someone with strong administrative skills, excellent attention to detail, and a genuine interest in financial planning.

The successful candidate will join a professional and supportive team environment where development and progression are actively encouraged.

The Role

As a Trainee IFA Administrator, you will provide administrative support to Financial Advisers and Paraplanners, helping ensure the smooth day-to-day running of the practice while delivering a high standard of service to clients.

This position offers hands-on exposure to all areas of financial planning administration, including investments, pensions, protection, and client servicing.

Key Responsibilities

• Supporting Financial Advisers with day-to-day administration
• Preparing and processing client documentation and applications
• Maintaining accurate client records and updating internal systems
• Liaising with clients, providers, and third parties professionally and efficiently
• Assisting with meeting preparation and follow-up actions
• Managing incoming calls, emails, and correspondence
• Ensuring compliance and regulatory standards are maintained
• Assisting with the onboarding of new clients
• Supporting the wider administration team as required

Skills & Experience Required

• Previous administration or office experience preferred
• Strong organisational skills and attention to detail
• Excellent verbal and written communication skills
• Professional and client-focused approach
• Good working knowledge of Microsoft Office
• Ability to prioritise workload and work to deadlines
• Eagerness to learn and develop within financial services
• Financial services experience is advantageous but not essential

What’s on Offer

• Full training and ongoing development
• Opportunity to build a long-term career within wealth management
• Support towards professional financial services qualifications
• Friendly and supportive working environment
• Competitive salary and benefits package
• Clear progression opportunities within the business

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.