IFA Administrator – Chartered Firm | Glasgow

Develop your career with a respected, growing Financial Planning business

Are you an experienced IFA Administrator looking to take the next step in your career? Do you thrive in a fast-paced environment where accuracy, client care and professionalism truly matter?

Our client — a highly respected Chartered Financial Planning firm — is expanding and looking for a confident, proactive Administrator to join their established support team. With a diverse and loyal client base, including high-net-worth individuals, this is an excellent opportunity to deepen your technical knowledge while contributing to first-class client service.

What You’ll Be Doing

You’ll play a vital role in supporting Financial Planners by handling a blend of technical and administrative responsibilities, including:

• Maintaining and updating detailed client records
• Preparing draft reports and documentation
• Processing applications and fees across investments, pensions, and protection products
• Placing trades and handling investment transactions
• Providing ongoing administration across clients’ portfolios
• Regular liaison with clients and providers, ensuring smooth and timely service

What’s on Offer

• Competitive salary up to £35,000 DOE
• 35 days annual leave
• A supportive, collaborative team environment
• Study support and clear career development pathways
• Comprehensive employer pension contribution and benefits package, including PHI

Who We’re Looking For

If you have:

Experience in a financial planning or IFA support role Strong organisational and communication skills Good understanding of financial products and processes A proactive approach and keen eye for detail

…then we’d love to hear from you.

Apply Today

To find out more or submit your CV, contact Pauline Low at Reed on for a confidential chat.