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.
IFA Administrator in Glasgow employer: Kalon Financial Ltd
Join a dynamic and supportive team as a Trainee Protection Adviser, where you'll benefit from comprehensive training and mentorship in a flexible working environment. Our commitment to your professional growth ensures you will develop essential skills and build lasting client relationships, all while enjoying the potential for a rewarding career in protection advice. With a focus on collaboration and success, this is an excellent opportunity for motivated individuals looking to thrive in a well-established business.
