IFA Administrator
📍 Aberdeen or Inverness (Hybrid Working – 2 to 3 Days from Home)
đź’· ÂŁ30,000 DOE + Study Support
🏆 Join an Award-Winning National Firm
Are you an experienced administrator in the financial services sector looking for your next step? We’re working with an award-winning national financial planning firm who are expanding their high-performing support team with a new IFA Administrator based in either Aberdeen or Inverness.
This is an exciting opportunity to join a professional, forward-thinking business that offers genuine career development, a hybrid working model, and full study support to help you grow your career in financial planning.
What You’ll Be Doing You’ll play a crucial role in supporting a team of financial advisers, ensuring the smooth processing of client applications, documentation, and correspondence.
Your responsibilities will include:
Processing new business applications and related paperwork through to provider submission
Verifying client identity data electronically
Chasing outstanding documents, trades, and transactions
Supporting advisers with managing client cash and platform trades
Maintaining up-to-date and accurate client records via Intelligent Office
Uploading and managing documentation in line with company standards
Responding promptly to client, provider, and adviser queries
Handling policy claims and ensuring timely completion
Supporting advisers with prep for client meetings, including quotations and applications
Answering incoming calls and handling client correspondence professionally
Following compliance, health & safety, and equality policies What We’re Looking For
Previous experience in a financial planning or IFA support role
Familiarity with Intelligent Office (or similar back-office systems) is highly desirable
Strong attention to detail and ability to manage multiple tasks
Excellent written and verbal communication skills
A proactive and professional approach to client service
Desire to study towards financial services qualifications (study support is provided) What You’ll Get
Competitive salary up to ÂŁ30,000 (DOE)
Hybrid working (2–3 days from home)
Full study support for industry qualifications
Career progression within a leading UK-wide firm
A positive, supportive, and inclusive working environment Ready to take the next step in your financial services career?
Apply now to join one of the UK's most respected national financial planning firms