IFA Administrator

Heat Recruitment; Glasgow; On-site; GBP 25,000 - 30,000; Full time

Job summary

A professional recruitment firm in Glasgow is seeking an IFA Administrator to provide high-quality administrative support. You will manage client records, prepare documentation, and liaise with clients and internal teams. The ideal candidate should have prior administration experience, particularly in financial services, strong organizational skills, and proficiency in Microsoft Office. The role offers a competitive salary, hybrid working options, and additional benefits including annual leave and a pension scheme.

Benefits

25 days annual leave plus bank holidays

Pension scheme

Ongoing professional development

Supportive team environment

Qualifications

• Proven administration experience, ideally within financial services.
• Excellent organisational and time management skills.
• Strong attention to detail and accuracy in all work.

Responsibilities

• Manage and update client and business records accurately.
• Prepare documentation, correspondence, and reports for advisers.
• Liaise with clients and internal teams to handle queries efficiently.

Skills

Administration experience

Organisational skills

Attention to detail

Communication skills

Microsoft Office proficiency

Tools

Internal systems

Job description

Location

Glasgow

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89233

Job Title: IFA Administrator

Location: Office-based with hybrid working available

Salary: Competitive and dependent on experience

Contract: Full-time, permanent

Purpose of the Role

Provide high-quality administrative support to ensure smooth daily operations within a professional, client-focused environment. The role suits someone organised, detail-oriented, and confident working both independently and within a team.

Key Responsibilities

• Manage and update client and business records accurately.
• Prepare documentation, correspondence, and reports for advisers and managers.
• Liaise with clients, providers, and internal teams to handle queries efficiently.
• Support advisers with meeting preparation, follow‑up actions, and case management.
• Track new business and ensure all compliance standards are met.
• Assist with onboarding, file checks, and day‑to‑day office tasks.
• Identify opportunities to improve processes and team efficiency.

Skills and Experience

• Proven administration experience, ideally within financial services or a professional office.
• Excellent organisational and time management skills.
• Strong attention to detail and accuracy in all work.
• Clear written and verbal communication skills.
• Proficient in Microsoft Office and confident using internal systems.
• Able to manage multiple tasks and work to deadlines.

Desirable

• Experience within financial planning, investment administration, or wealth management.
• Working toward professional qualifications (e.g., CII or equivalent).

Whats on Offer

• Competitive salary based on experience.
• Hybrid and office-based working options.
• 25 days annual leave plus bank holidays.
• Pension scheme and ongoing professional development.
• Supportive and collaborative team environment.