IFA Administrator
IFA AdministratorGlasgow (Hybrid working)£27,000 - £32,000 + benefitsSupport a respected financial advisory firm in delivering high-quality client service and efficient operations.This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued.You''ll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you''re looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth.What you''ll doYou''ll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems.Key responsibilities include:Preparing client meeting packs, illustrations, and application formsHandling letters of authority and updating client policy recordsProcessing new business applications across pensions, investments, and protectionResponding to client and provider enquiries via phone, email, and postMaintaining accurate records on Intelligent Office and managing diary tasksProducing valuation schedules and supporting encashment/withdrawal requestsWhat you''ll needExperience in financial planning, wealth management, or financial services adminStrong organisational skills and attention to detailWillingness to study towards financial services qualifications ..... full job details .....
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