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Office Administrator/ Coordinator

IFA Admin & Client Operations Specialist

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: Ascot Lloyd group
Full Time position
Listed on 2026-01-13
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in the UK is looking for an IFA Administrator in Glasgow to support Financial Advisers through exceptional client service and documentation management. The ideal candidate will have strong client service skills, attention to detail, and a commitment to continuous improvement. You will be responsible for managing client requests, preparing meeting materials, and maintaining accurate records within Intelliflo Office.

This role offers an opportunity to work in a dynamic and client-focused environment, contributing to process automation and digitisation efforts.
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