IFA Administrator - Hybrid, Growth-Driven Role

Recruit Wealth Ltd; Glasgow; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance

Group Income Protection

Discretionary bonus up to 10%

Career progression

Job summary

Recruit Wealth Ltd in Glasgow is seeking an experienced Client Administrator to support Financial Planners and Paraplanners, ensuring a seamless service throughout the financial planning journey.

This fast-growing, technology-driven firm offers excellent long-term prospects and a collaborative culture, with hybrid working and strong emphasis on client outcomes and professional development.

Qualifications

• Experience within a Financial Planning/Wealth Management environment.
• Excellent attention to detail and the ability to manage multiple priorities.
• Strong communication and relationship-building skills.

Responsibilities

• Managing the end-to-end new business administration process
• Processing new business accurately and efficiently within agreed service standards
• Liaising with providers, solicitors, accountants and third parties
• Handling Letters of Authority and provider follow-ups
• Supporting Financial Planners with pipeline management and client servicing
• Maintaining accurate and compliant client records across internal systems
• Assisting with meeting preparation and ongoing client communications
• Managing incoming and outgoing correspondence and documentation
• Delivering exceptional client service via telephone and email
• Supporting process improvements and operational efficiencies across the business

Skills

Organisational skills

Communication skills

Team collaboration

Microsoft Office

Back office systems

Tools

Microsoft Office

Job description

Recruit Wealth Ltd in Glasgow is seeking an experienced Client Administrator to support Financial Planners and Paraplanners, ensuring a seamless service throughout the financial planning journey.

This fast-growing, technology-driven firm offers excellent long-term prospects and a collaborative culture, with hybrid working and strong emphasis on client outcomes and professional development.