Are you an experienced IFA Administrator looking for more than just another job?

How about joining a genuinely friendly, supportive financial planning business where people enjoy coming to work, have a laugh together and are encouraged to develop their careers?

I'm working with a fantastic wealth management firm in Edinburgh that's looking to welcome an experienced IFA Administrator to its growing team.

Why You'll Love Working Here!

The culture is a huge part of what makes this opportunity special!

• A genuinely lovely team – friendly, approachable colleagues who support one another
• Friday rolls and Beer O'Clock – because work should have a fun side too!
• Career progression – opportunities to develop your skills and take on more responsibility
• A supportive environment – where your contribution is valued and you're encouraged to grow
• A welcoming atmosphere – a team that works hard but enjoys spending time together

The Role

You'll be supporting Financial Advisers and helping deliver an excellent service to clients. Your responsibilities will include:

• Processing new business and managing client documentation
• Liaising with clients, providers and advisers
• Preparing paperwork for client meetings and reviews
• Maintaining accurate client records
• Supporting the wider team with day-to-day administration

About You

You'll ideally have previous experience in an IFA practice or financial planning environment, excellent attention to detail and a positive, proactive approach.

Most importantly, you'll enjoy being part of a team and want to build your career with a business that genuinely values its people.

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.