Job Description
IFA AdministratorGlasgow (Hybrid working)£27,000 - £28,000 + benefits
Support a respected financial advisory firm in delivering high-quality client service and efficient operations.
This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued.
You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth.
What you'll do
You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems.
Key responsibilities include:
- Preparing client meeting packs, illustrations, and application forms
- Handling letters of authority and updating client policy records
- Processing new business applications across pensions, investments, and protection
- Responding to client and provider enquiries via phone, email, and post
- Maintaining accurate records on Intelligent Office and managing diary tasks
- Producing valuation schedules and supporting encashment/withdrawal requests
What you'll need
- Experience in financial planning, wealth management, or financial services admin
- Strong organisational skills and attention to detail
- Willingness to study towards financial services qualifications (desirable)
About the company
This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism.
With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career.
You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance.
Please click 'Apply now'. Don't worry if your CV isn't up to date - just send what you have and we'll take it from there.
IFA Administrator, Financial Planning Administrator, Wealth Administrator
