Expire in: 12 days
IFA Administrator
Glasgow (Office-Based)
A well-established and highly regarded IFA firm in Glasgow is looking to appoint an experienced IFA Administrator to join their growing team.
This is an excellent opportunity to join a stable, supportive business where you’ll play a key role in supporting advisers and ensuring a smooth client journey from start to finish.
The Role:
You’ll provide full administrative support to Financial Advisers, helping to deliver a high-quality service to clients.
Key responsibilities include:
• Preparing documentation for client meetings and reviews
• Processing new business across pensions, investments & protection
• Liaising with providers, clients, and advisers
• Managing pipelines and tracking cases through to completion
• Maintaining accurate records on back-office systems
What’s on offer:
• Competitive Salary
• Company benefits
• Supportive and collaborative team environment
• Long-term stability within an established firm
• Opportunity to develop and progress over time
About you:
• Experience working as an IFA Administrator
• Good understanding of financial services products and processes
• Highly organised with strong attention to detail
• Confident communicator with a proactive approach
This role would suit an experienced administrator looking for a long-term position within a professional and friendly firmDo not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring IFA Administrator job near me in Glasgow, Glasgow City! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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