IFA Administrator

IFA Administrator Glasgow l Hybrid A well-established and highly regarded IFA firm in Glasgow is looking to appoint an experienced 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: • Salary up to £33,500 depending on experience • 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 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 firm

Opens the official CV-Library application page in a new tab. No HiredToday account is needed, and your search stays open here.