IFA AdministratorClydebank (Hybrid)£28,000 – £35,000 + benefits
Join a well-established independent financial advisory firm with a strong reputation and decades of success in the market. You’ll work in a close-knit, experienced team where mentoring and training are part of the culture - and where your technical admin skills will be genuinely valued.
This is a varied and interesting role, ideal if you enjoy working across a wide range of financial planning tasks. You’ll be supported to build your knowledge and work towards professional qualifications, all while contributing to a business that puts clients first and operates with integrity.
What you’ll do
You’ll support the advice team by managing a mix of client and business administration, including:
* Preparing and maintaining accurate client records
* Supporting advisers with research, documentation, and suitability reports
* Liaising with providers and third parties to gather information
* Ensuring compliance with FCA regulations and internal procedures
* Handling new business processing, including pensions, investments, and protection
* Recording all client communications clearly and compliantly
* Supporting the delivery of excellent client service across the board
What you’ll need
1. Experience in financ...