At a Glance
- Tasks: Support Financial Advisers and ensure a smooth client journey.
- Company: Established IFA firm in Glasgow with a supportive team culture.
- Benefits: Salary up to £28,000, company benefits, and long-term stability.
- Other info: Opportunity for growth in a professional environment.
- Why this job: Join a friendly firm and develop your career in financial services.
- Qualifications: Experience as an IFA Administrator and strong organisational skills.
The predicted salary is between 28000 - 28000 £ 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
We think you need these skills to ace IFA Administrator
Administrative Support
Financial Services Knowledge
Attention to Detail
Client Liaison
Documentation Preparation
New Business Processing
Pipeline Management
