Job Description
Senior IFA AdministratorGlasgow, hybrid working£30,000 to £36,000 plus benefits
Join a respected Chartered financial planning firm that’s known for delivering high-quality, client-centred advice. This senior role sits at the heart of the operations team, supporting advisers, guiding junior staff and ensuring the smooth delivery of compliant financial planning services.
It’s an ideal step if you’re an experienced IFA administrator looking for more responsibility, more technical involvement and a clear path into paraplanning, operations or management.
The firm offers real progression, discretionary bonuses and salary increases with every exam you pass. You’ll also benefit from hybrid working, study support and exposure to complex client work across pensions, investments, protection and trusts.
What you’ll do
* Act as a key contact for clients and advisers
* Handle complex casework across pensions, investments, protection and trusts
* Manage new business processing and pipeline tracking
* Prepare review packs, valuations and meeting documentation
* Maintain compliant, accurate client records and support Consumer Duty requirements
* Improve workflows and support operational efficiencies
* Mentor junior administrators and support their development
* Coordinate adviser diaries and annual review schedules
What you’ll need
* Experience in an IFA or wealth management environment
* Knowledge of pensions, investments and protection products
* Familiarity with platforms and provider portals
Benefits
* Hybrid working
* Discretionary bonus
* Salary increases per exam passed
* Study support for professional qualifications
* Pension contribution
* Death in service
* Generous holiday allowance with the option to buy additional days
* Supportive Chartered environment with strong long-term development
Career progression
This role offers clear routes into paraplanning, operations management, practice management or adviser roles, supported by structured training and funded exams.
Salary increases are awarded with each exam passed, with further incentives available as you progress.
If you’re interested, click Apply now.
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