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Date Added: YESTERDAY

Financial Planning Administrator

Perth, UK
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Company: MBF.

Job Type: Permanent, FullTime

Salary: £25,000 - £30,000 per annum

IFA Administrator – Perth | £25,000–£30,000 + Benefits

An established, client-focused financial planning firm in Perth is seeking an experienced IFA Administrator to join their growing team. This is an exciting opportunity to work for a firm with a strong independent proposition, a true financial planning model, and a genuine focus on putting clients first.

What’s on offer:

  • Salary: £25,000–£30,000, depending on experience
  • Hybrid working after an initial training period
  • Exam support for further professional development
  • Plenty of opportunities for career progression within the business
  • Being part of a collaborative, client-centric environment

Role Overview:

You will play a key role in supporting financial advisers by managing client administration, preparing reports, and ensuring smooth day-to-day operations. The ideal candidate is highly organised, proactive, and experienced in an IFA administration role.

Requirements:

  • Previous experience working as an IFA Administrator
  • Strong organisational and communication skills
  • Ability to manage multiple tasks efficiently and accurately
  • Client-focused mindset with attention to detail

If you are an experienced IFA Administrator looking to grow your career within a supportive and ambitious firm, this is an excellent opportunity to make your mark.

Apply Now