At a Glance
- Tasks: Support Financial Advisers with admin tasks and ensure a smooth client journey.
- Company: Kalon Financial Ltd, a stable and established firm in Glasgow.
- Benefits: Supportive environment, opportunities for progression, and long-term stability.
- Other info: Office-based role with a focus on teamwork and client satisfaction.
- Why this job: Join a team that values your contribution and offers career growth.
- Qualifications: Strong organisational skills and attention to detail.
The predicted salary is between 25000 - 30000 £ per year.
Kalon Financial Ltd is seeking an IFA Administrator in Glasgow.
The role is office-based and focuses on providing full administrative support to Financial Advisers to ensure a smooth client journey from start to finish.
Key duties include preparing documentation for client meetings, processing new business, and maintaining accurate back-office records.
The role offers a supportive environment, opportunities for progression, and long-term stability within an established firm.
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IFA Administrator – Client Journey & Back‑Office Support 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.
