IFA Administrator
Glasgow (Office-based)
Up to £30,000 DOE + benefits
The Opportunity
A fantastic opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm in Glasgow. This is a great role for someone looking to be part of a supportive, professional environment where they can develop their skills and play a key role in supporting advisers and delivering an excellent client experience.
You'll be joining a business that genuinely values its people, offers long-term career progression, and prides itself on high standards of client service.
The Role
Working closely with Financial Advisers, you'll provide full administrative support across a range of financial planning activities. This is a busy and varied role where no two days are the same.
Key duties will include:
-
Preparing client meeting packs and supporting documentation
-
Liaising with providers and platforms to obtain information and process business
-
Managing adviser diaries and coordinating appointments
-
Maintaining accurate and compliant client records
-
Handling client and provider queries in a professional and timely manner
-
Supporting the day-to-day running of the office
About You
-
Previous experience as an IFA Administrator or in a similar financial services support role
-
Experience using Intelligent Office (IO)
-
Confident dealing with providers and investment platforms
-
Highly organised with strong attention to detail
-
Excellent communication skills and a client-first mindset
-
Able to prioritise workload and thrive in a fast-paced environment
What's in it for you?
-
Salary up to £30,000 depending on experience
-
Supportive and collaborative team environment
-
Clear opportunity for progression within a growing business
-
Exposure to a wide range of financial planning work
IFA Administrator Glasgow (Office-based) Up to £30,000 DOE + benefits
The Opportunity
A fantastic opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm in Glasgow. This is a great role for someone looking to be part of a supportive, professional environment where they can develop their skills and play a key role in supporting advisers and delivering an excellent client experience.
You’ll be joining a business that genuinely values its people, offers long-term career progression, and prides itself on high standards of client service.
The Role
Working closely with Financial Advisers, you’ll provide full administrative support across a range of financial planning activities. This is a busy and varied role where no two days are the same.
Key duties will include:
Preparing client meeting packs and supporting documentation
Liaising with providers and platforms to obtain information and process business
Managing adviser diaries and coordinating appointments
Maintaining accurate and compliant client records
Handling client and provider queries in a professional and timely manner
Supporting the day-to-day running of the office
About You
Previous experience as an IFA Administrator or in a similar financial services support role
Experience using Intelligent Office (IO)
Confident dealing with providers and investment platforms
Highly organised with strong attention to detail
Excellent communication skills and a client-first mindset
Able to prioritise workload and thrive in a fast-paced environment
What’s in it for you?
Salary up to £30,000 depending on experience
Supportive and collaborative team environment
Clear opportunity for progression within a growing business
Exposure to a wide range of financial planning work
…