Location
Glasgow
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89233
Job Title: IFA Administrator
Location: Office-based with hybrid working available
Salary: Competitive and dependent on experience
Contract: Full-time, permanent
Purpose of the Role:
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.
Key Responsibilities:
1. Manage and update client and business records accurately.
2. Prepare documentation, correspondence, and reports for advisers and managers.
3. Liaise with clients, providers, and internal teams to handle queries efficiently.
4. Support advisers with meeting preparation, follow-up actions, and case management.
5. Track new business and ensure all compliance standards are met.
6. Assist with onboarding, file checks, and day-to-day office tasks.
7. Identify opportunities to improve processes and team efficiency.
Skills and Experience:
8. Proven administration experience, ideally within financial services or a professional office.
9. Excellent organisational and time management skills.
10. Strong attention to detail and accuracy in all work.
11. Clear written and verbal communication skills.
12. Proficient in Microsoft Office and confident using internal systems.
13. Able to manage multiple tasks and work to deadlines.
Desirable:
14. Experience within financial planning, investment administration, or wealth management.
15. Working toward professional qualifications (e.g., CII or equivalent).
Whats on Offer:
16. Competitive salary based on experience.
17. Hybrid and office-based working options.
18. 25 days annual leave plus bank holidays.
19. Pension scheme and ongoing professional development.
20. Supportive and collaborative team environment.