IFA Administration

IFA Administrator

Glasgow area - hybrid working

Up to £40,000

If you are an experienced IFA Administrator looking for a role where you can be part of a genuinely supportive team, this could be a very good opportunity.

This position would suit someone who enjoys working closely with advisers, keeping things organised, and being an important part of the client journey. It is ideal for someone who wants to be valued for the work they do, enjoys variety in their day, and is looking for a business where there is real scope to grow over time.

You will be joining an established independent financial planning firm with a strong reputation for personalised advice and long term client relationships. Publicly, the business positions itself around clear guidance, trust, and tailored financial planning, while also highlighting a forward thinking approach and a commitment to helping people build rewarding careers within the firm.

This is the sort of role where you can build on your existing experience, develop your technical knowledge, and increase your exposure over time. For someone who wants more than just a steady administration job, there is genuine long term potential here.

The Business

This is a well established independent financial planning firm with offices in the west of Scotland. The business provides advice across areas such as investment planning, retirement planning, estate planning, protection, business planning and broader financial planning, including work with private clients and high net worth clients.

The culture appears professional, personable and quality driven. The business also publicly describes itself as a place for people looking to build a rewarding career within a forward thinking financial services organisation, which should appeal to candidates looking for more than just a job move.

The Role

You will support advisers with the day to day administration that underpins a high quality client service.

A typical day may include:

• Preparing files, paperwork, illustrations and application forms ahead of client meetings
• Maintaining accurate client records on back office systems
• Producing valuations, annual review packs and other client documentation
• Liaising with providers and platforms for information, servicing requests and new business updates
• Processing withdrawals, fund switches and other client instructions
• Managing diaries and helping coordinate client appointments
• Supporting advisers with case progression and general case management
• Ensuring service standards and compliance requirements are met throughout the client journey
• You will also be a key point of contact for clients, so the role would suit someone who is professional, approachable and confident in dealing with people.

For candidates who have not yet had exposure to report writing, this is something they can build towards over time as their knowledge and confidence grow.

Experience with pensions, investments and protection business would be beneficial. Exposure to platforms and providers such as abrdn, Quilter, Wealthtime, Aviva, Scottish Widows, Aegon, LV, Prudential, Octopus or Rathbones would also be helpful.

The Benefits

• Salary up to £40,000
• Hybrid working - 3 days in the office
• Study support
• Genuine progression opportunities
• Supportive working culture
• Pension
• Competitive overall benefits package

How to Apply

Applying is quick and simple. Submit your CV through the advert and a consultant will contact you.

Synonyms

IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator