Details:
- Salary: £26,000 - 28,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: G52 Scotstoun Glasgow City
- Date: 1 day ago
Description:
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