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IFA Administrator

IFA Administrator

Reed

Posted 16 hours ago, valid for a month

Glasgow, East Renfrewshire G77 6RT, Scotland

£24,000 - £28,800 per annum

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 team as an Experienced Financial Planning Administrator, where you will help clients achieve their financial dreams.
The role requires at least 2 years of experience in a wealth management environment and strong skills in IO and Excel.
Key responsibilities include preparing documents for client meetings, managing client information, and ensuring accurate records.
The position emphasizes a client-first approach and requires excellent communication skills along with the ability to work under pressure.
Salary details are not specified, but applicants are encouraged to apply and make a difference in clients' financial journeys.

Join Our Clients Team as an Experienced Financial Planning Administrator!

Are you passionate about helping clients achieve their financial dreams? We’re looking for a dedicated Financial Planning Administrator to support our client's mission of guiding clients towards the lives they want now and through retirement.

Key Responsibilities:

Prepare essential documents for client meetings
Ensure every client interaction is positive and client-first
Manage client information and transactions efficiently
Keep client records accurate and up to date
Support compliance and operations with precise data management

What We Need:

A minimum of 2 years’ experience in a similar wealth management environment
Detail-oriented with excellent IO and Excel skills
Strong under pressure and a great team player
Excellent communicator with broad financial services knowledge

Ready to make a difference? Apply now and help our client set their clients on the right financial track! If you have any questions, please contact Pauline Low at Reed on .

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