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Financial Services Opportunity: IFA Administrator in Glasgow
Join Our Clients Dynamic Team!
Are you an organised, client-focused professional with a passion for financial services? Our client, a leading IFA firm, is seeking a dedicated IFA Administrator to join their established team where they offer a comprehensive range of financial services.
As an IFAÂ Administrator, you'll support their Financial Planners, Personal Assistants, and Paraplanners.
Your key responsibilities include:
- Welcoming and assisting clients both in-person and over the phone.
- Managing client information and ensuring data accuracy.
- Preparing review packs and client letters.
- Coordinating with providers to gather necessary information.
- Adhering to best practices and maintaining high standards of accuracy.
Why Join Our Clients Teams?
- Competitive salary up to £30,000 DOE + discretionary bonus
- Hybrid & flexible working policy
- 24 days holiday – additional day for each year up to 27 days
- Supportive and friendly working environment
- Study support towards professional qualifications
- Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes
Ideal Candidate:
- Good financial services administration skill set in a similar environment
- Working knowledge of Intelligent Office, Curo or other back-office system
- Strong planning and organizational skills
- Client-focused with excellent communication abilities
- Detail-oriented with sound decision-making skills
- Knowledge of financial planning products and processes
Ready to make a difference? Apply now and be part of a team that values long-term client relationships and continuous improvement. If you have any questions, please contact Pauline Low at Reed on
