IFA Administrator
Job Description
IFA Administrator
Glasgow (Office-Based)
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:
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Preparing documentation for client meetings and reviews
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Processing new business across pensions, investments & protection
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Liaising with providers, clients, and advisers
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Managing pipelines and tracking cases through to completion
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Maintaining accurate records on back-office systems
What s on offer:
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Competitive Salary
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Company benefits
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Supportive and collaborative team environment
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Long-term stability within an established firm
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Opportunity to develop and progress over time
About you:
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Experience working as an IFA Administrator
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Good understanding of financial services products and processes
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Highly organised with strong attention to detail
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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.
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