IFA Administrator

Executive Wealth Services; Kilmarnock; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Company pension

On‑site gym

Financial planning services

Job summary

A financial advisory firm located in Scotland is seeking an IFA Administrator to provide administrative support and improve client services. The ideal candidate will have experience in wealth management, exceptional organisational skills, and knowledge of compliance. Responsibilities include managing client records, processing business applications, and ensuring regulatory compliance. This role offers a competitive salary, performance bonuses, and opportunities for career advancement in a supportive environment.

Qualifications

• Must have experience in an IFA or wealth management environment.
• Strong understanding of pensions, investments, and protection products.
• Familiarity with FCA compliance and regulatory frameworks.

Responsibilities

• Provide high‑level administrative support to Chartered Financial Planners.
• Process new business applications across pensions, investments, and protection products.
• Maintain and update client records using internal CRM systems.

Skills

IFA experience

Organisational skills

Communication skills

Team working ethic

Attention to detail

Education

Progress towards CII RO qualifications

Tools

Intelliflo Office

Genovo

FE Analytics

CashCalc

Job description

IFA Administrator

Location: Glasgow (occasionally in Edinburgh)

Salary: £25,000 – £35,000 per annum (DOE) + bonus, benefits, and study support

Employment Type: Full-time, Permanent, Hybrid

About EWS Financial Advisers

EWS is a Chartered Independent Financial Adviser firm offering whole‑of‑market advice across pensions, investments, estate planning, and protection. With nearly 20 years of experience, EWS is known for its client‑first, fee‑based approach, delivering optimal financial performance with transparency and integrity.

Our team works tirelessly to help our clients live the life they want to live, and this ethos translates down to our staff as well. We are keen to speak to anyone who puts people at the heart of what they do, takes pride in their work, delivers great outcomes, does the right thing and relishes the chance for self‑improvement.

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

• 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
• 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
• Competitive salary with annual performance bonus
• Pension scheme and private healthcare
• Opportunities for career progression within a Chartered firm, EWS has clearly defined succession planning pathways and career development opportunities
• Supportive and collaborative team culture

Benefits

• Company pension
• Financial planning services
• On‑site gym

Experience

• IFA Administrative: 1 year (required)

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