At a Glance
- Tasks: Support Financial Advisers and ensure a smooth client journey.
- Company: Established IFA firm in Glasgow with a supportive culture.
- Benefits: Salary up to £28,000, company benefits, and career progression.
- Other info: Friendly environment with long-term stability and growth opportunities.
- Why this job: Join a stable team and make a real impact in financial services.
- Qualifications: Experience as an IFA Administrator and strong organisational skills.
The predicted salary is between 25200 - 30800 £ per year.
- IFA Administrator
- Glasgow (Office-Based)
- Up to £28,000 + Benefits
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
- Salary up to £28,000
- 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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IFA Administrator in Glasgow employer: Kalon Financial Ltd
Kalon Financial Ltd is an exceptional employer for aspiring Protection Advisers, offering a unique blend of full training, mentoring, and the freedom to manage your own schedule. With uncapped earnings potential and a supportive team environment, employees are empowered to grow their careers in protection advice while enjoying the flexibility that comes with self-employment. The company's commitment to structured training and live case support ensures that you will have all the tools necessary to succeed from day one.
