IFA Administrator

Glasgow (Office-Based)

A well-established and highly regarded IFA firm in Glasgow is looking to appoint an experienced IFA 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:
• Competitive Salary
• 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 IFA 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.

Kalon Financial Ltd jobs

IFA Administrator