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IFA Administrator
Salary: £25,000 - £30,000
Location: Glasgow, Hybrid
Job Type: Full-time, Permanent
Looking for a new challenge in financial services? We’re recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow.
In this varied role, you’ll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need.
If you’re an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you.
What will you be doing?
- Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes.
- Maintain up-to-date, complete, and compliant client files.
- Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately.
- Schedule client meetings and manage advisers' diaries.
- Maintain and update client records in the firm's CRM system, ensuring data accuracy.
- Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary.
- Draft and send client correspondence, such as policy summaries and routine follow-up letters.
- Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms.
- Support advisers in preparing client review packs and financial planning documents for annual reviews.
- Assist in processing new business applications and transactions, including policy changes and updates.
What’s in it for you?
- 25 days annual leave plus 1 well-being day.
- Pension scheme.
- Death In Service benefit.
- Enhanced policy offerings.
- Study support for further education.
The ideal person:
- Experience of working in a Financial Planning / Wealth Management firm, or similar Financial Services role.
- Basic knowledge of investments, pensions and other Financial Planning products.
- Good organisational and communication skills.
Interested in finding out more? Apply now and we’d be happy to give you some more details.
