Job 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 collabo...
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 collabo...
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