IFA Administrator – Client Journey & Back‑Office Support in Glasgow

IFA Administrator – Client Journey & Back‑Office Support in Glasgow

Glasgow Full-Time No working from home possible
Kalon Financial Ltd

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.

Kalon Financial Ltd

Contact Details:

Kalon Financial Ltd Recruitment Team