IFA Administrator

IFA AdministratorGlasgow (Hybrid working)£27,000 - £32,000 + benefits

Support a respected financial advisory firm in delivering high-quality client service and efficient operations.

This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued.

You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth.

What you'll do

You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems.

Key responsibilities include:

• Preparing client meeting packs, illustrations, and application forms
• Handling letters of authority and updating client policy records
• Processing new business applications across pensions, investments, and protection
• Responding to client and provider enquiries via phone, email, and post
• Maintaining accurate records on Intelligent Office and managing diary tasks
• Producing valuation schedules and supporting encashment/withdrawal requests

What you'll need

• Experience in financial planning, wealth management, or financial services admin
• Strong organisational skills and attention to detail
• Willingness to study towards financial services qualifications (desirable)

About the company

This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism.

With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career.

You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance.

Please click 'Apply now'. Don't worry if your CV isn't up to date, just send what you have and we'll take it from there.

IFA Administrator, Financial Planning Administrator, Wealth Administrator