IFA Administrator

IFA Administrator
Glasgow (Office-based)
Up to 30000 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.

Youll 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 youll 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

Whats in it for you

• Salary up to 30000 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