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Job Title: IFA Administrator
Industry: Financial Services
Location: Glasgow
Salary: £26,000
Reference Number: 9623
Job Description
Join a respected Financial Planning firm in Glasgow and take the next step in your career.
We’re working closely with a well-regarded Financial Advice company in Glasgow that’s looking to add a driven and detail-oriented IFA Administrator to its growing team. This is a fantastic opportunity to work closely with experienced Financial Advisers, providing end-to-end administrative support that is crucial to delivering a first-class client experience.
As an integral part of the client support team, you’ll handle a variety of responsibilities - from preparing reports and valuations to updating systems, chasing providers, and managing client communications both over the phone and in person. You'll be joining a supportive team environment where your development is genuinely valued, and support is provided for those keen to work towards the Level 4 Diploma.
What’s in it for you?
- Competitive salary up to £26,000 (depending on experience)
- 25 days holiday + your birthday off
- Flexible benefits package
- Auto-enrolment pension
- Death in service cover
- Cycle to work scheme
- Full training and support towards professional qualifications (Level 4 Diploma)
What we’re looking for:
- Prior experience in a financial services admin role (ideally within an IFA or wealth management firm)
- Strong attention to detail and confidence with financial documentation and provider systems
- Excellent problem-solving skills and the ability to analyse information critically
- A natural relationship builder who is comfortable working with Advisers, clients, and providers
- Confident IT user with a proactive, organised approach to workload
Why this could be your perfect next move:
Whether you're an experienced IFA Administrator or looking to build on early financial services experience, this role offers a long-term path to professional growth within a thriving firm. You'll gain exposure to high-quality client work, be supported in your development, and be part of a team that truly values what you do.
Apply today or reach out to the team at Recruit UK for a confidential chat about this opportunity.
