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    IFA Administrator

    Accounting
    Kalon Financial Ltd
    Location not specified
    Permanent
    Competitive
    On-Site

    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:

    • 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:

    • Competitive Salary

    • 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.

    Posted on August 12, 2026

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