IFA Administrator – Chartered Financial Planning Firm

About the role

Join a respected Chartered Financial Planning firm in Glasgow as an IFA Administrator. You will support a team of Financial Planners, ensuring accurate client records and seamless administration of investment, pension and protection products.

Key responsibilities

• Maintain and update detailed client records.
• Prepare draft reports and documentation for client portfolios.
• Process applications, fees and transactions across investments, pensions and protection products.
• Place trades and handle investment transactions.
• Provide ongoing administration for client portfolios, liaising with clients and external providers.

Required profile

• Experience in a financial planning or IFA support role.
• Strong organisational and communication abilities.
• Good understanding of financial products and processes.
• Proactive approach with a keen eye for detail.

Required skills

What we offer

• Competitive salary up to £35,000, DOE.
• 35 days annual leave.
• Supportive, collaborative team environment.
• Study support and clear career development pathways.
• Comprehensive employer pension contribution and benefits package, including PHI.