IFA Administrator

Executive Wealth Services; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company based in Glasgow is seeking a high-level administrative support professional to assist Chartered Financial Planners. The ideal candidate will have experience in an IFA or wealth management environment, familiar with Intelliflo Office and possess strong communication skills. Responsibilities include processing new business applications, ensuring regulatory compliance, and maintaining client records. This role offers opportunities for progress towards professional qualifications and a dynamic working environment.

Qualifications

• Must have experience in an IFA or wealth management environment.
• Must have experience with IO (Intelliflo Office).
• Strong understanding of pensions, investments, and protection products.

Responsibilities

• Provide high-level administrative support to Chartered Financial Planners.
• Process new business applications across pensions, investments, and protection products.
• Ensure compliance with FCA regulations and internal procedures.

Skills

Experience in an IFA or wealth management environment

Experience with IO (Intelliflo Office)

Excellent organisational and communication skills

Strong understanding of pensions, investments, and protection products

High attention to detail

Familiarity with FCA compliance

Education

Progress towards CII RO qualifications

Tools

Intelliflo Office

Genovo

FE Analytics

CashCalc

Job description

Key Responsibilities

• Provide high-level administrative support to Chartered Financial Planners
• Report directly to the Practice Manager
• Process new business applications across pensions, investments, and protection products
• Liaise with providers to obtain valuations, policy details, and manage client servicing
• Maintain and update client records using internal CRM systems (Intelliflo Office)
• Prepare documentation for client meetings and ensure timely follow-up
• Ensure compliance with FCA regulations and internal procedures
• Support onboarding of new clients using EWS’s paperless systems
• Assist in managing the advisers' diaries and meeting arrangements

Candidate Requirements

Essential

• Must have experience in an IFA or wealth management environment
• Must have experience with IO (Intelliflo Office) and some experience with Genovo, FE Analytics and/or CashCalc
• Strong understanding of pensions, investments, and protection products
• Excellent organisational and communication skills
• Strong team working ethic
• High attention to detail and ability to manage multiple tasks
• Familiarity with FCA compliance and regulatory frameworks

Desirable

• Some progress towards CII RO qualifications (potential support for further study towards these qualifications if only part achieved)
• Experience in producing high level reports via above platforms
• Paraplanning experience