Full job descriptionAre you an experienced IFA Administrator looking for your next opportunity in financial planning?
Perhaps you’re happy working in a client support role and would love to join a new team, or maybe you’re keen to develop your skills and take on more responsibility within compliance, file checking or technical support?
Either way, I’d love to hear from you!
I’m currently working with established financial planning firms in Aberdeen who are looking to strengthen their teams, and there are opportunities to suit different levels of experience and career ambitions.
The OpportunitiesDepending on your experience and interests, responsibilities could include:
*Providing administrative support to Financial Advisers and Paraplanners
*Preparing and processing new business applications
*Liaising with clients and product providers
*Maintaining accurate client records and ensuring documentation is up to date
*Supporting the preparation of client reviews and financial planning reports
*Assisting with compliance checks and ensuring files meet regulatory requirements
*Developing your knowledge of file checking, Consumer Duty and wider compliance processes
What I’m Looking ForIdeally, you’ll have previous experience working within an IFA practice, financial planning firm or wealth management environment.
You’ll be organised, have excellent attention to detail and enjoy being part of a team.
If you’re interested in moving towards compliance or more technical responsibilities, that’s something I’d be particularly keen to discuss. You don’t necessarily need to be doing this already, but an interest in developing your knowledge would be a great starting point.
What’s on Offer?*Opportunities with established financial planning businesses in Aberdeen
*Roles suited to experienced IFA Administrators and those looking to develop further
*The chance to build on your existing skills and explore longer-term career progression
*Competitive salaries depending on experience
Whether you’re actively looking for a new role or simply curious about what else might be available, I’d be delighted to have a confidential chat.
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.