IFA Administrator

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.

Ad ID: 5418819843