Job Description

IFA Administrator

Glasgow (Office-based)

Up to £30,000 DOE + benefits

The Opportunity

A fantastic opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm in Glasgow. This is a great role for someone looking to be part of a supportive, professional environment where they can develop their skills and play a key role in supporting advisers and delivering an excellent client experience.

You'll be joining a business that genuinely values its people, offers long-term career progression, and prides itself on high standards of client service.

The Role

Working closely with Financial Advisers, you'll provide full administrative support across a range of financial planning activities. This is a busy and varied role where no two days are the same.

Key duties will include:

• Preparing client meeting packs and supporting documentation

• Liaising with providers and platforms to obtain information and process business

• Managing adviser diaries and coordinating appointments

• Maintaining accurate and compliant client records

• Handling client and provider queries in a professional and timely manner

• Supporting the day-to-day running of the office

About You

• Previous experience as an IFA Administrator or in a similar financial services support role

• Experience using Intelligent Office (IO)

• Confident dealing with providers and investment platforms

• Highly organised with strong attention to detail

• Excellent communication skills and a client-first mindset

• Able to prioritise workload and thrive in a fast-paced environment

What's in it for you?

• Salary up to £30,000 depending on experience

• Supportive and collaborative team environment

• Clear opportunity for progression within a growing business

• Exposure to a wide range of financial planning work