Financial Services Opportunity: IFA Administrator – Glasgow
Join a Leading IFA Firm and Take Your Career to the Next Level!
Are you a detail-oriented, client-focused professional with a passion for financial services? Our client, a highly respected Independent Financial Advisory firm, is looking for a proactive IFA Administrator to join their dynamic Glasgow-based team.
In this pivotal role, you’ll provide essential support to Financial Planners, Personal Assistants, and Paraplanners—helping deliver exceptional service to valued clients.
Key Responsibilities:
* Be the first point of contact—welcoming and assisting clients in person and over the phone
* Maintain accurate client records and manage sensitive data
* Prepare review packs, client letters, and documentation
* Liaise with providers to gather key information
* Uphold best practices and ensure high standards of accuracy
Ideal Candidate:
* Solid experience in financial services administration
* Familiarity with Intelligent Office, Curo, or similar back-office systems
* Strong organisational and planning skills
* Excellent communication and client service abilities
* Detail-oriented with sound decision-making skills
* Knowledge of financial planning products and processes
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