IFA Administrator

Reed

Posted 3 days ago, valid for 17 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Join our client's vibrant Wealth Management team as a Senior IFA Administrator.
This role requires a proactive and detail-oriented professional with a passion for financial services and at least 3 years of relevant experience.
Key responsibilities include being the first point of contact for client inquiries, preparing client agreements, and organizing client reviews.
The position offers a comprehensive salary dependent on experience, along with a benefits package and opportunities for professional development.
This role provides a chance to work in a hybrid environment and contribute to building strong client relationships.

Join Our Clients Vibrant Wealth Management Team!

Are you a proactive and detail-oriented professional with a passion for financial services? We're looking for a Senior IFA Administrator to support our clients Advisers in delivering top-notch investment, protection, and pension solutions.

Key Responsibilities:

Be the first point of contact for client enquiries
Prepare Client Agreements and manage adviser diaries
Organise client reviews and prepare meeting packs
Draft client communications and suitability reports
Provide technical support and conduct financial research

Key Skills:

Strong organisational and communication skills
Proficiency in MS Office and financial services knowledge
Ability to manage workload and deadlines effectively

What We They Offer:

Comprehensive salary DOE & benefits package
Hybrid working
A collaborative and supportive team environment
Opportunities for professional development and formal qualifications, study support offered
The chance to build and strengthen client relationships

Apply Now to become an integral part of our client’s vibrant team and help them deliver exceptional client service! If you have any questions, please contact Pauline Low at Reed on

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