IFA Administrator – Client Journey & Back‑Office Support

Kalon Financial Ltd; Glasgow; On-site; GBP 25,200 - 30,800; Full time

Benefits offered by this job

Company benefits

Supportive team environment

Long-term stability

Development opportunities

Job summary

Kalon Financial Ltd is seeking an IFA Administrator in Glasgow. The role is office-based and focuses on providing full administrative support to Financial Advisers to ensure a smooth client journey from start to finish.

Key duties include preparing documentation for client meetings, processing new business, and maintaining accurate back-office records. The role offers a supportive environment, opportunities for progression, and long-term stability within an established firm.

Qualifications

• Experience working as an IFA Administrator.
• Good understanding of financial services products and processes.
• Highly organised with strong attention to detail.
• Confident communicator with a proactive approach.

Responsibilities

• Preparing documentation for client meetings and reviews.
• Processing new business across pensions, investments & protection.
• Liaising with providers, clients, and advisers.
• Managing pipelines and tracking cases through to completion.
• Maintaining accurate records on back-office systems.

Skills

Organised

Attention to detail

Communication

Job description

Kalon Financial Ltd is seeking an IFA Administrator in Glasgow. The role is office-based and focuses on providing full administrative support to Financial Advisers to ensure a smooth client journey from start to finish.

Key duties include preparing documentation for client meetings, processing new business, and maintaining accurate back-office records. The role offers a supportive environment, opportunities for progression, and long-term stability within an established firm.