IFA Administrator

Reed; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in South Glasgow is seeking an Experienced IFA Administrator to manage client interactions and transactions. Successful candidates will have at least 1 year of relevant experience and excellent communication skills. The role offers a comprehensive salary based on experience, hybrid working, and a supportive environment with study support for professional qualifications.

Benefits

Comprehensive salary DOE + bonus

28 days holidays + Bank holidays

Study support towards professional qualifications

Pension & benefits package including Death in Service and Healthcare

Qualifications

• Minimum of 1 years’ experience in a similar pension or wealth management environment.
• Ability to manage client information and transactions efficiently.
• Strong under pressure and an excellent team player.

Responsibilities

• Prepare essential documents for client meetings.
• Ensure positive, client-first interactions.
• Keep client records accurate and up to date.
• Support compliance with precise data management.

Skills

Detail-oriented

Excellent IO skills

Excel skills

Great team player

Excellent communicator

Broad financial services knowledge

Job description

Overview

Join Our Clients Team in South Glasgow as an Experienced IFA Administrator!

Responsibilities

• Prepare essential documents for client meetings


• Ensure every client interaction is positive and client-first


• Manage client information and transactions efficiently


• Keep client records accurate and up to date


• Support compliance and operations with precise data management

What We Need

• A minimum of 1 years’ experience in a similar pension or wealth management environment


• Detail-oriented with excellent IO and Excel skills


• Strong under pressure and a great team player


• Excellent communicator with broad financial services knowledge

On Offer

• Comprehensive salary DOE + bonus


• Hybrid working


• 28 days holidays + Bank holidays (3 BH can be flexible)


• Supportive and friendly working environment


• Study support towards professional qualifications


• Pension & benefits package including Death in Service, Bupa Cash Plan and Healthcare

Ready to make a difference? Apply now and help us set our clients on the right financial track! If you have any questions, please contact Pauline Low at Reed on.