IFA Administrator

ScreenedFull Time
Scotstoun, City of Glasgow
£26,000 - £28,000/annum
Posted 3 days ago
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About the role

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

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