IFA Administrator
Glasgow (Office-Based)
A well-established and highly regarded IFA firm in Glasgow is looking to appoint an experienced IFA Administrator to join their growing team.
This is an excellent opportunity to join a stable, supportive business where you’ll play a key role in supporting advisers and ensuring a smooth client journey from start to finish.
The Role:You’ll provide full administrative support to Financial Advisers, helping to deliver a high-quality service to clients.
Key responsibilities include:• Preparing documentation for client meetings and reviews• Processing new business across pensions, investments & protection• Liaising with providers, clients, and advisers• Managing pipelines and tracking cases through to completion• Maintaining accurate records on back-office systems
What’s on offer:• Competitive Salary• Company benefits• Supportive and collaborative team environment• Long-term stability within an established firm• Opportunity to develop and progress over time
About you:• Experience working as an IFA Administrator• Good understanding of financial services products and processes• Highly organised with strong attention to detail• Confident communicator with a proactive approach
This role would suit an experienced administrator looking for a long-term position within a professional and friendly firm.
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