IFA Administrator

Salary: £25,000 - £30,000

Location: Glasgow, Hybrid

Job Type: Full-time, Permanent

Looking for a new challenge in financial services? We’re recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow.

In this varied role, you’ll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need.

If you’re an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you.

What will you be doing?

• Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes.
• Maintain up-to-date, complete, and compliant client files.
• Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately.
• Schedule client meetings and manage advisers' diaries.
• Maintain and update client records in the firm's CRM system, ensuring data accuracy.
• Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary.
• Draft and send client correspondence, such as policy summaries and routine follow-up letters.
• Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms.
• Support advisers in preparing client review packs and financial planning documents for annual reviews.
• Assist in processing new business applications and transactions, including policy changes and updates.

What’s in it for you?

• 25 days annual leave plus 1 well-being day.
• Pension scheme.
• Death In Service benefit.
• Enhanced policy offerings.
• Study support for further education.

The ideal person:

• Experience of working in a Financial Planning / Wealth Management firm, or similar Financial Services role.
• Basic knowledge of investments, pensions and other Financial Planning products.
• Good organisational and communication skills.

Interested in finding out more? Apply now and we’d be happy to give you some more details.