IFA Administrator – South Glasgow - Free Parking

Join a Growing Financial Advisory Firm with a Reputation for Excellence

Are you an experienced financial services administrator ready to take your career to the next level? Do you thrive in a fast-paced, client-focused environment and have a passion for helping people achieve their financial goals?

We’re working with a highly respected and expanding financial advisory firm in South Glasgow that’s looking for an IFA Administrator to join their collaborative team. This is a fantastic opportunity to become part of a business that values precision, professionalism, and personal development.

What You’ll Be Doing:

• Partnering with Financial Planners to deliver a seamless client experience
• Preparing documentation for client meetings and processing new business applications
• Managing client transactions including withdrawals, top-ups, and fund switches
• Maintaining accurate client records across multiple systems
• Supporting compliance and operations with data integrity and process adherence
• Using IO (Intelligent Office) to manage workflows and ensure smooth operations
• Identifying clients due for review and following structured workflows

What You’ll Bring:

• Proven experience in pensions or financial services administration
• High attention to detail and strong organisational skills
• Excellent communication skills – both written and verbal
• Proficiency in Microsoft Excel; experience with IO is a bonus
• Ability to manage deadlines and work under pressure
• Solid understanding of FCA regulations and the financial services landscape

What’s in It for You:

• Competitive salary (DOE) + performance bonus
• Hybrid working model for better work-life balance
• 28 days holiday + bank holidays (with flexibility on 3 BHs)
• Study support for professional qualifications
• Comprehensive benefits package including pension, Death in Service, Bupa Cash Plan & healthcare
• A supportive, friendly team culture with real opportunities for growth

Ready to Apply?

If you’re looking to join a dynamic and forward-thinking team, we’d love to hear from you. Submit your CV or contact Pauline Low at Reed on, for a confidential chat