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- Tasks: Provide top-notch admin support to financial planners and manage client records.
- Company: Join EWS, a leading Chartered Independent Financial Adviser firm with a people-first approach.
- Benefits: Enjoy a competitive salary, bonus, 28 days holiday, and career progression opportunities.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in IFA or wealth management and familiarity with Intelliflo Office required.
- Other info: Supportive team culture with clear pathways for career development.
The predicted salary is between 25000 - 35000 £ per year.
Location: Glasgow (occasionally in Edinburgh)
Salary Range: £25,000 – £35,000 per annum (DOE) + bonus, benefits, and study support
Employment Type: Full-time, Permanent, Hybrid
About EWS Financial Advisers
EWS is a Chartered Independent Financial Adviser firm offering whole-of-market advice across pensions, investments, estate planning, and protection. With nearly 20 years of experience, EWS is known for its client-first, fee-based approach, delivering optimal financial performance with transparency and integrity.
Our team works tirelessly to help our clients live the life they want to live, and this ethos translates down to our staff as well. We are keen to speak to anyone who puts people at the heart of what they do, take pride in their work, deliver great outcomes, do the right thing and relish the chance for self-improvement.
Key Responsibilities
- Provide high-level administrative support to Chartered Financial Planners
- Report directly to the Practice Manager
- Process new business applications across pensions, investments, and protection products
- Liaise with providers to obtain valuations, policy details, and manage client servicing
- Maintain and update client records using internal CRM systems (Intelliflo Office)
- Prepare documentation for client meetings and ensure timely follow-up
- Ensure compliance with FCA regulations and internal procedures
- Support onboarding of new clients using EWS’s paperless systems
- Assist in managing the advisers' diaries and meeting arrangements
Candidate Requirements
Essential
- Must have experience in an IFA or wealth management environment
- Must have experience with IO (Intelliflo Office) and some experience with Genovo, FE Analytics and/or CashCalc
- Strong understanding of pensions, investments, and protection products
- Excellent organisational and communication skills
- Strong team working ethic
- High attention to detail and ability to manage multiple tasks
- Familiarity with FCA compliance and regulatory frameworks
Desirable
- Some progress towards CII RO qualifications (potential support for further study towards these qualifications if only part achieved)
- Experience in producing high level reports via above platforms
- Paraplanning experience
Benefits
- Competitive salary with annual performance bonus
- 28 days holiday plus bank holidays
- Pension scheme and private healthcare
- Opportunities for career progression within a Chartered firm, EWS has clearly defined succession planning pathways and career development opportunities
- Supportive and collaborative team culture
Job Type: Full-time
Benefits: Company pension, Financial planning services, On-site gym
Experience: IFA Administrative: 1 year (required), Intelliflo Office: 1 year (required)
Work Location: Hybrid remote in Glasgow, G2 6HJ
IFA Administrator in Kilmarnock employer: Executive Wealth Services
Contact Detail:
Executive Wealth Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Kilmarnock
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching EWS Financial Advisers and their approach. Understand their client-first ethos and think of examples from your experience that align with their values. This will show them you’re a great fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing candidates who take the initiative to engage directly with us. Plus, it makes tracking your application easier for everyone involved.
We think you need these skills to ace IFA Administrator in Kilmarnock
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in an IFA or wealth management environment, and don’t forget to mention your familiarity with Intelliflo Office and other relevant tools.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express why you’re passionate about financial advising and how your skills align with EWS’s client-first approach. Keep it concise but impactful!
Showcase Your Organisational Skills: Since the role requires excellent organisational skills, give examples in your application of how you've managed multiple tasks or projects effectively in the past. This will show us you can handle the demands of the job.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Executive Wealth Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarise yourself with the specific tools mentioned in the job description, like Intelliflo Office, Genovo, and CashCalc. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experience where you've successfully managed competing priorities or streamlined processes. This will demonstrate your ability to stay organised and efficient under pressure.
✨Emphasise Teamwork
EWS values a strong team ethic, so be ready to share stories about how you've collaborated with others in previous roles. Highlight any experiences where you contributed to a team goal or supported colleagues, as this will resonate well with their culture.
✨Understand Compliance
Familiarity with FCA regulations is crucial for this role. Brush up on key compliance concepts and be prepared to discuss how you've ensured adherence to regulations in your previous positions. This will show that you take compliance seriously and understand its importance in the financial sector.