IFA Administrator

Salary: £25,000 - £30,000

Location: Glasgow, Hybrid

Job Type: Full-time, Permanent

At this small yet dynamic IFA firm, you’ll find yourself in a supportive and understanding team environment.

Many of the team members have been there for years, and are excited to offer this opportunity due to a recent internal promotion.

They offer flexible, hybrid working arrangements and are committed to your professional growth.

Providing full support for obtaining your Diploma in Regulated Financial Planning, including covering the cost of study materials and exams.

What will you be doing?

• Running client reviews through Intelligent Office (IO).
• Handling new business submissions and managing existing business administration.
• Spotting gaps in information and ensuring all client data is accurate and complete.
• Answering phone calls and providing excellent customer service.
• Performing general office duties such as photocopying, printing, binding, and posting reports.
• Scanning mail and managing correspondence.
• Occasionally making coffee and assisting with other hospitality tasks for clients.

What’s in it for you?

• Competitive salary based on experience.
• Study support for qualifications in Financial Planning.
• Opportunity to work in a supportive and close-knit team.
• Hybrid working for greater flexibility, work-life balance, and productivity.
• Exposure to a variety of tasks and responsibilities in the financial sector.

The ideal person:

• Experience working for a Financial Planning firm, or possibly legal sector.
• Understanding of the new business process within a professional setting.
• Proficiency in Intelligent Office (IO) would be great.

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