IFA Administrator

Glasgow (Hybrid working)

£27,000 – £30,000 + benefits
Support a respected financial advisory firm in delivering high-quality client service and efficient operations.
This is a hands-on role where your admin expertise will directly contribute to the success of the advice team — and where your attention to detail and client-first mindset will be genuinely valued.
You’ll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you’re looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth.
What you’ll do
You’ll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems.
Key responsibilities include:
*Preparing client meeting packs, illustrations, and application forms
*Handling letters of authority and updating client policy records
*Processing new business applications across pensions, investments, and protection
*Responding to client and provider enquiries via phone, email, and post
*Maintaining accurate records on Intelligent Office and managing diary tasks
*Producing valuation schedules and supporting encashment/withdrawal requests
What you’ll need
*Experience in financial planning, wealth management, or financial services admin
*Strong organisational skills and attention to detail
*Willingness to study towards financial services qualifications (desirable)
About the company
This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism.
With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career.
You’ll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance.
Please click ’Apply now’. Don’t worry if your CV isn’t up to date — just send what you have and we’ll take it from there.
IFA Administrator, Financial Planning Administrator, Wealth Administrator