IFA administrator, Trainee Paraplanner

TN United Kingdom; Scotland; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for a dedicated IFA Administrator to join their expanding team in Renfrewshire. This role is perfect for someone with a background in financial services who thrives in a supportive and dynamic environment. You will be the first point of contact for clients, providing exceptional service while managing various administrative tasks. The company values commitment and flexibility, offering a competitive salary and benefits, alongside opportunities for professional growth. Join a friendly team of experienced professionals and make a significant impact in the financial advisory sector.

Benefits

Hybrid Working

Professional Growth Opportunities

Competitive Salary

Friendly Work Environment

Qualifications

• Experience in IFA office or financial services administration.
• Exposure to regulatory compliance and FCA regulations.

Responsibilities

• Provide administrative support to advisers and act as first point of contact for clients.
• Coach and mentor junior staff while ensuring compliance with regulations.

Skills

Organizational Skills

Multi-tasking

Client Communication

Analytical Skills

Education

Financial Qualifications

Tools

Intelligent Office

Job description

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IFA administrator, Trainee Paraplanner, Renfrewshire

Client:

Location: Renfrewshire, United Kingdom

Job Category: Other

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EU work permit required: Yes

Job Reference:

f44f7f19536b

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

My client is a reputable Financial practice with a successful history providing fully independent financial advice to clients. They have built a growing client base and due to further expansion, they require an experienced IFA Administrator to join their close-knit team based on the outskirts of Glasgow.

The role involves providing administrative support to advisers, acting as the first point of contact for clients, and representing the company with excellent service. You will also be involved in coaching and mentoring junior staff, carrying out analytical work, requesting documentation, and conducting research for meetings. Ensuring all work complies with FCA regulations is essential.

The ideal candidate will have experience in an IFA office or financial services administration, possibly with financial qualifications or working towards them, and exposure to Intelligent Office. Strong organizational skills and the ability to multi-task in a dynamic environment are required. The team values a committed, enthusiastic, and flexible individual.

In return, the client offers a competitive salary, benefits, hybrid working, and opportunities for professional growth within a friendly, professional environment working alongside experienced industry professionals.