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Financial Services Opportunity: IFA Administrator – Glasgow
Join a Leading IFA Firm and Take Your Career to the Next Level!
Are you a detail-oriented, client-focused professional with a passion for financial services? Our client, a highly respected Independent Financial Advisory firm, is looking for a proactive IFA Administrator to join their dynamic Glasgow-based team.
In this pivotal role, you’ll provide essential support to Financial Planners, Personal Assistants, and Paraplanners—helping deliver exceptional service to valued clients.
Key Responsibilities:
- Be the first point of contact—welcoming and assisting clients in person and over the phone
- Maintain accurate client records and manage sensitive data
- Prepare review packs, client letters, and documentation
- Liaise with providers to gather key information
- Uphold best practices and ensure high standards of accuracy
Ideal Candidate:
- Solid experience in financial services administration
- Familiarity with Intelligent Office, Curo, or similar back-office systems
- Strong organisational and planning skills
- Excellent communication and client service abilities
- Detail-oriented with sound decision-making skills
- Knowledge of financial planning products and processes
What’s in it for you?
- Salary up to £32K DOE + discretionary bonus
- Hybrid & flexible working to suit your lifestyle
- 24 days holiday, increasing with service
- Study support for professional qualifications
- Excellent benefits: Pension scheme, Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers and Cycle to Work Scheme
- Supportive, friendly, and professional working environment
Ready to Make a Difference?
Apply now and become part of a team that values long-term client relationships and continuous improvement.
For more information or a confidential chat, contact Pauline Low at Reed on .
