IFA Administrator

Location

Glasgow

Salary £25000 - £30000 Type Permanent Workplace On-Site Ref
89233

Job Title: IFA Administrator

Location: Office-based with hybrid working available

Salary: Competitive and dependent on experience

Contract: Full-time, permanent

Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The role suits someone organised, detail-oriented, and confident working both independently and within a team.

• Manage and update client and business records accurately.
• Prepare documentation, correspondence, and reports for advisers and managers.
• Liaise with clients, providers, and internal teams to handle queries efficiently.
• Support advisers with meeting preparation, follow‑up actions, and case management.
• Track new business and ensure all compliance standards are met.
• Assist with onboarding, file checks, and day‑to‑day office tasks.
• Identify opportunities to improve processes and team efficiency.

• Proven administration experience, ideally within financial services or a professional office.
• Excellent organisational and time management skills.
• Strong attention to detail and accuracy in all work.
• Clear written and verbal communication skills.
• Proficient in Microsoft Office and confident using internal systems.
• Able to manage multiple tasks and work to deadlines.

• Experience with in financial planning, investment administration, or wealth management.
• Working toward professional qualifications (e.g., CII or equivalent).

• Competitive salary based on experience.
• Hybrid and office-based working options.
• 25 days annual leave plus bank holidays.
• Pension scheme and ongoing professional development.
• Supportive and collaborative team environment.