Join Our Clients Team as an IFA Administrator in Glasgow – Hybrid Role – 1 Day a Week in the office

Are you a detail-driven financial administrator with a passion for precision and client service? We’re looking for an IFA Administrator to join our clients established team in Glasgow, offering the perfect balance of hybrid working – just one day a week in the office and four days from home!

About the Role:

As an IFA Administrator, you’ll play a key role in supporting advisers and clients by delivering accurate, technical financial administrative support. You’ll be the backbone of their operations, ensuring everything runs smoothly from application processing to client servicing.

What You’ll Be Doing:

• Prepare and process applications across a wide range of financial products (investments, pensions, protection, and more)
• Liaise with over 20 providers, ensuring all documentation is accurate and complete
• Maintain and update client records and business trackers
• Action policy changes, fund switches, withdrawals, and income payments
• Ensure compliance with FCA regulations, Data Protection, and AML legislation
• Collaborate with your team, contribute to meetings, and support continuous improvement

What They’re Looking For:

• Experience in financial services administration (IFA environment preferred but pension background would be considered)
• Strong organisational skills and attention to detail
• Confident communicator with a proactive approach to problem-solving
• A team player who thrives in a supportive, collaborative environment

On offer

• Salary up to £28,000
• Hybrid working: 1 day in the office, 4 days working from home
• 34 days holiday
• Supportive team culture with opportunities for growth and development
• Study support towards professional qualifications
• Be part of a company that values your input and encourages innovation

Ready to take the next step in your financial services career?

Apply now and help us deliver exceptional service to their clients while enjoying the flexibility you deserve. If you have any questions, please contact Pauline Low at REED on .