IFA Administrator Assistant

JR United Kingdom; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established Independent Financial Advisory firm in Glasgow seeks a proactive IFA Administrator. The role involves supporting financial advisers, managing client communications, and ensuring seamless client service operations. Ideal candidates should have experience in financial services and excellent interpersonal skills.

Benefits

Professional Development Opportunities

Competitive Salary and Benefits Package

Collaborative Working Environment

Qualifications

• Proven experience in an IFA or financial services administrative role is essential.
• Familiarity with new business processes and provider interactions.

Responsibilities

• Conduct and manage client reviews using Intelligent Office (IO) software.
• Process new business submissions and handle existing business administration.
• Liaise confidently with clients and financial product providers.

Skills

Attention to Detail

Client-Facing Skills

Interpersonal Skills

Education

CII Level 4 Diploma

Tools

Intelligent Office

Microsoft Office

Job description

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Our client is a well-established Independent Financial Advisory (IFA) firm located in the heart of Glasgow. The team is committed to delivering exceptional financial planning services to their diverse clientele.

Our client is seeking a proactive and detail-oriented IFA Administrator to support their financial advisers and ensure the seamless operation of their client services. The ideal candidate will possess a strong understanding of financial planning processes and exhibit excellent client-facing skills.

Key Responsibilities:

• Conduct and manage client reviews using Intelligent Office (IO) software.
• Process new business submissions and handle existing business administration.
• Identify and rectify gaps in client information.
• Liaise confidently with clients and financial product providers.
• Answer incoming calls and manage client communications effectively.
• Prepare, print, bind, and dispatch client reports and documentation.
• Scan and manage incoming mail and documentation.
• Provide general administrative support, including occasional hospitality duties for client meetings.

Person Specification

• Proven experience in an IFA or financial services administrative role is essential
• Proficiency in Intelligent Office (IO) or similar financial planning software.
• Strong attention to detail and commitment to delivering client-focused outcomes.
• Excellent telephone manner and interpersonal skills.
• Ability to work effectively within a small team and independently.
• Familiarity with new business processes and provider interactions.
• Competence in Microsoft Office applications, including Excel, Word, and Outlook.
• Financial planning qualifications (e.g., CII Level 4 Diploma) are advantageous but not essential.

What our client is offering

• A supportive and collaborative working environment.
• Opportunities for professional development and qualification support.
• Competitive salary and benefits package.
• Central Glasgow location with excellent transport links.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [emailprotected] and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.