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For Companies At a Glance
- Tasks: Provide admin support to advisers, ensuring exceptional client service and managing communications.
- Company: Join a respected financial planning firm known for clarity and personalised advice.
- Benefits: Enjoy a salary up to £34k, flexible holidays, and hybrid working options after probation.
- Why this job: Make an immediate impact in a supportive team with clear progression opportunities.
- Qualifications: 2+ years of experience in financial services administration required.
- Other info: Work hours are 9:00am – 5:00pm with a 1-hour lunch break.
The predicted salary is between 24000 - 34000 £ per year.
Job Description
IFA Administrator
Glasgow
Hybrid working
Up to £34k
This role is ideal for experienced IFA Administrators with at least 2 years’ experience in financial services administration. You’ll be stepping into a key position with an immediate impact—supporting advisers and clients alike while a valued team member transitions into retirement. For the right candidate, this position offers a clear path for progression, the flexibility of hybrid working after probation, and the opportunity to join a supportive, professional environment.
The Business
This is a well-established and highly respected independent financial planning firm based in Clydebank. They have built a reputation for clarity, trust, and personalised financial advice. Their services cover wealth management, retirement and estate planning, protection, business planning, and mortgage advice—each tailored to meet individual client needs. The team enjoys strong client relationships and a collaborative, supportive culture, with a commitment to helping both clients and employees thrive.
The Role
Your role will be to provide comprehensive administrative support to the advisers, ensuring that every client receives exceptional service. A typical day may include:
- Liaising with clients and product providers to gather and process information
- Arranging and preparing for client review meetings
- Processing applications for investments, pensions, mortgages, and protection products
- Managing adviser diaries and handling client communications
- Assisting with ad-hoc tasks such as withdrawals, fund switches, and top-ups
You’ll work closely with colleagues to maintain high service standards, support adviser productivity, and uphold the firm’s professional reputation.
The Benefits
- Salary up to £34k (Depending on experience)
- 3% employer pension contribution
- Flexible holiday entitlement
- Hybrid working available after probation (normally 2 days from home)
- Working hours: 9:00am – 5:00pm with a 1-hour lunch break
- Clear progression opportunities, including routes into paraplanning
- Supportive, collaborative environment in a respected financial services firm
Synonyms
IFA Administrator, Client Support, Client Delivery Administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as IFA Administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in financial administration. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Research the company’s values and culture. Understanding their approach to client relationships and service delivery will help you align your responses during interviews and demonstrate that you’re a good fit for their team.
✨Tip Number 4
Prepare to discuss your previous experience in detail, particularly how it relates to supporting advisers and managing client communications. Highlight specific examples that showcase your ability to provide exceptional service.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Focus on your skills that align with the responsibilities of an IFA Administrator, such as client communication and managing adviser diaries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to provide exceptional service and support advisers effectively.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for the role, such as attention to detail, organisational abilities, and proficiency in liaising with clients and product providers.
Showcase Your Understanding of the Company: Demonstrate your knowledge of the firm’s values and services in your application. This shows that you are genuinely interested in the position and understand the importance of personalised financial advice.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services administration. Understand the key products like investments, pensions, and mortgages, as well as the processes involved in managing client communications and applications.
✨Demonstrate Your Experience
Be prepared to discuss your previous experience in detail. Highlight specific examples where you've successfully supported advisers or managed client relationships, as this role requires a strong background in IFA administration.
✨Showcase Your Team Spirit
This position thrives in a collaborative environment, so be ready to talk about how you work well with others. Share examples of how you've contributed to team success and maintained high service standards in past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, progression opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.