Mortgage and Protection Administrator Mortgage and Protection Administrator required a fast paced wealth management firm based in Aberdeen. Due to continued growth, they now require another administrator to join the mortgage team. You will be responsible for The end-to-end processing mortgage and protection applications in accordance with FCA regulations Keeping clients updated on progress of new business. Maintaining and updating client files and internal records with progress of transactions in line with business standards. Arrange mortgage reviews and prepare relevant documentation Manage own workload, tasks and delivery Liaise with estate agents, solicitors and other third parties To be considered for this opportunity, candidates need: Clear communicator able to speak with clients at all levels. Self-motivated and hunger and passion for the role Organised problem solver who has excellent attention to detail A good practical understanding of Outlook, Word, and Excel In return you will receive: Salary of up to £27,000 plus bonus PMI and group personal pension Full exam support Opportunity to take your career to the next level within a friendly, supportive team 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.
Oct 03, 2025
Full time
Mortgage and Protection Administrator Mortgage and Protection Administrator required a fast paced wealth management firm based in Aberdeen. Due to continued growth, they now require another administrator to join the mortgage team. You will be responsible for The end-to-end processing mortgage and protection applications in accordance with FCA regulations Keeping clients updated on progress of new business. Maintaining and updating client files and internal records with progress of transactions in line with business standards. Arrange mortgage reviews and prepare relevant documentation Manage own workload, tasks and delivery Liaise with estate agents, solicitors and other third parties To be considered for this opportunity, candidates need: Clear communicator able to speak with clients at all levels. Self-motivated and hunger and passion for the role Organised problem solver who has excellent attention to detail A good practical understanding of Outlook, Word, and Excel In return you will receive: Salary of up to £27,000 plus bonus PMI and group personal pension Full exam support Opportunity to take your career to the next level within a friendly, supportive team 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.
Financial Services Administrator Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so then i would love to speak to you about a new Financial Services Administrator role! Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you're fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you've been waiting for! What's on offer: Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities Full professional exam support - up to Chartered level Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning. Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together. Your Role: As a Financial Services Administrator , you'll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include: Sending out Letters of Authority promptly. Contacting pension and investment providers to gather information. Completing information checklists upon receipt of information. Creating plan summaries on receipt of LOA information Processing new business applications, following up with providers, and updating client files with any progress Sorting, scanning, and distributing incoming mail Answering incoming calls and provide friendly, professional support What We're Looking For: A passion for finance and helping people make informed financial decisions. Strong attention to detail and organisational skills. Excellent written and verbal communication skills. A proactive attitude and willingness to learn. Ideally, some basic understanding of financial services or a related field (but full training will be provided!). This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you're excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you! 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.
Oct 03, 2025
Full time
Financial Services Administrator Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so then i would love to speak to you about a new Financial Services Administrator role! Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you're fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you've been waiting for! What's on offer: Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities Full professional exam support - up to Chartered level Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning. Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together. Your Role: As a Financial Services Administrator , you'll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include: Sending out Letters of Authority promptly. Contacting pension and investment providers to gather information. Completing information checklists upon receipt of information. Creating plan summaries on receipt of LOA information Processing new business applications, following up with providers, and updating client files with any progress Sorting, scanning, and distributing incoming mail Answering incoming calls and provide friendly, professional support What We're Looking For: A passion for finance and helping people make informed financial decisions. Strong attention to detail and organisational skills. Excellent written and verbal communication skills. A proactive attitude and willingness to learn. Ideally, some basic understanding of financial services or a related field (but full training will be provided!). This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you're excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you! 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.
Trainee Paraplanner Salary up to £32,000 plus benefits and bonus Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners. When fully trained, responsibilities will include: Deal with general client queries and attend weekly handover meetings within your designated team. Analyse clients' requirements, develop cash flow models and accurately record client data Research and analyse financial products to meet client requirements and objectives Construct financial planning solutions (investment, retirement, tax and estate planning) Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and documents. Work within and stay up to date with template changes and advice framework Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process Knowledge and experience: Experience of basic reports and general IFA Admin Willingness to study towards level 4 Diploma Qualification Familiar with Intelligent Office, FE Analytics and Voyant would be advantageous Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook 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.
Oct 03, 2025
Full time
Trainee Paraplanner Salary up to £32,000 plus benefits and bonus Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners. When fully trained, responsibilities will include: Deal with general client queries and attend weekly handover meetings within your designated team. Analyse clients' requirements, develop cash flow models and accurately record client data Research and analyse financial products to meet client requirements and objectives Construct financial planning solutions (investment, retirement, tax and estate planning) Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and documents. Work within and stay up to date with template changes and advice framework Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process Knowledge and experience: Experience of basic reports and general IFA Admin Willingness to study towards level 4 Diploma Qualification Familiar with Intelligent Office, FE Analytics and Voyant would be advantageous Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook 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.
