Idex Consulting have partnered with a boutique DFM business who are looking for an PA to join their team in Edinburgh.

This is an excellent opportunity for a motivated individual with a keen interest in a support role within financial services.

The primary focus of the role will be supporting two Partners and the Business Development Director in a wide range of administrative and organisational tasks to ensure the smooth running of the Edinburgh team and office.

The ideal candidate will have at least three year's relevant work experience in a similar role, and has strong administrative skills, strong IT skills

Responsibilities:

• Supporting the team in all administrative tasks, including managing incoming and outgoing correspondence, as well as creating, editing and formatting documents, reports and presentations
• Meetings & Diary management
• Organise and co-ordinate team events, get-togethers, and lunches, ensuring that catering and all other requirements are in place
• Travel arrangements
• Expenses

The ideal candidate will have:

• Experience of working in a similar role within Financial Services or Wealth Management
• Excellent verbal communication skills
• Good written communication skills
• Strong MS Office IT Skills
• Organised with attention to detail
• Discretion and confidentiality

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.