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 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.
