IFA Administrator

Premier Jobs UK Limited; Glasgow; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension

Life assurance

Healthcare

Structured development plans

Job summary

Premier Jobs UK Limited in Glasgow is seeking a Client Administrator to support a high-performing Financial Planner within a growing national financial planning firm. The role emphasizes exceptional client support and operational excellence in a busy environment.

The successful candidate will handle end-to-end administrative tasks from initial consultation through implementation, with hybrid working and clear progression paths.

Qualifications

• Proven experience as an Administrator within an IFA or financial planning environment.
• Strong knowledge of financial planning processes and new business procedures.
• Experience using CURO or similar back-office systems.
• Resilient character capable of thriving in a high-volume, demanding environment.
• Desirable: understanding of pension transfers, investment platforms and protection processing.

Responsibilities

• Taking ownership of the new business application process and meeting service level agreements
• Processing applications and engaging with providers and third parties
• Actioning Letters of Authority and Transfer of Authority documentation
• Providing regular pipeline updates and chasing outstanding cases
• Preparing Financial Planners for client meetings with accurate documentation
• Managing telephone enquiries and daily post
• Maintaining comprehensive client records within CURO back-office system

Skills

IFA experience

Administrative support

CURO system

Tools

CURO back-office

Job description

Are you an experienced Client Administrator looking for your next job supporting a high-performing Financial Planner within a dynamic, growing financial planning firm? This Client Administrator opportunity in Glasgow offers genuine career development within a well-established national business that values exceptional client support and operational excellence.

As a Client Administrator, you'll deliver seamless administrative support to one of the busiest Financial Planners in the business, ensuring advice processes run smoothly from initial consultation through to implementation. This Client Administrator role requires resilience and strength of character - you'll be working with an incredibly particular Financial Planner who manages immense business volume and expects excellence.

Your Client Administrator responsibilities include:

• Taking ownership of the new business application process and meeting service level agreements
• Processing applications and engaging with providers and third parties
• Actioning Letters of Authority and Transfer of Authority documentation
• Providing regular pipeline updates and chasing outstanding cases
• Preparing Financial Planners for client meetings with accurate documentation
• Managing telephone enquiries and daily post
• Maintaining comprehensive client records within CURO back-office system

Client Administrator Requirements

• Essential: Proven experience as an Administrator within an IFA or financial planning environment
• Essential: Strong knowledge of financial planning processes and new business procedures
• Essential: Experience using CURO or similar back-office systems
• Essential: Resilient character capable of thriving in a high-volume, demanding environment
• Desirable: Understanding of pension transfers, investment platforms and protection processing

The Company

A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery. Known for collaborative culture where people genuinely build long-term careers.

Client Administrator Benefits

• Salary of £28,000 to £32,000 depending on experience
• Hybrid working
• Comprehensive benefits including pension, life assurance and healthcare
• Structured development plans with clear progression pathways
• Stable team environment with excellent retention

Location

Glasgow-based with hybrid working arrangement

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information