Job Description
IFA Administrator
Salary: £28,000 - £36,000
Location: Glasgow, Hybrid
Looking for a new challenge in financial services? We’re recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow.
In this varied role, you’ll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need.
If you’re an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you.
What will you be doing?
* Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes.
* Maintain up-to-date, complete, and compliant client files.
* Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately.
* Schedule client meetings and manage advisers' diaries.
* Maintain and update client records in the firm's CRM system, ensuring data accuracy.
* Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary.
* Draft and send client correspondence, such as policy summaries and routine follow-up letters.
* Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms.
* Support advisers in preparing client review packs and financial planning documents for annual reviews.
* Assist in processing new business applications and transactions, including policy changes and updates.
What’s in it for you?
* 25 days annual leave plus 1 well-being day
* Generous pension scheme
* Death In Service benefit
* Enhanced policy offerings
* Study support for qualifications
The ideal person:
* Experience of working in a Financial Planning / Wealth Management company
* Basic knowledge of investments, pensions and other Financial Planning products
* Intelligent Office experience would be a bonus
Interested in finding out more? Apply now and we’d be happy to give you some more details.
Don't worry if your CV isn't up to date, just send what you have and we can sort out the rest later.