Senior IFA administrator

A prestigious Independent Chartered Financial Planning firm in the heart of Glasgow is seeking an experienced Senior IFA Administrator to join its growing team. Renowned for delivering exceptional financial planning and client service, the firm continues to expand and is looking for a skilled professional to provide comprehensive support to its highly successful advisers.  This is an excellent opportunity for an experienced financial services administrator who is looking to join a forward-thinking and highly respected organisation that values professionalism, teamwork, and career development.

Working closely with a team of high-performing Financial Planners, the Senior IFA Administrator will play a key role in ensuring the smooth delivery of client service and administrative support throughout the financial planning process.

Responsibilities will include:

• Providing end-to-end administrative support to Financial Planners.
• Preparing and processing new business applications across pensions, investments, protection, and retirement planning.
• Managing client reviews and servicing requirements.
• Liaising with providers, platforms, and third parties to obtain policy information and progress cases.
• Producing client documentation and maintaining accurate records.
• Monitoring and progressing business through to completion.
• Assisting with report preparation and suitability documentation.
• Ensuring all processing is completed in line with FCA regulatory requirements and company procedures.
• Building and maintaining strong relationships with clients, advisers, providers, and colleagues.

Candidate Profile

The successful candidate will have proven experience within a financial planning environment and possess a thorough understanding of financial services administration.

Applicants should demonstrate:

• Previous experience working within an Independent Financial Adviser (IFA) firm, financial services provider, or restricted advisory environment.
• Strong knowledge of pensions, investments, and financial planning administration.
• Excellent organisational skills with the ability to manage a varied workload.
• High levels of accuracy and attention to detail.
• Strong communication and interpersonal skills.
• A proactive and client-focused approach.
• The ability to work effectively both independently and as part of a collaborative team.

Experience using Intelligent Office would be highly advantageous, although it is not essential.

What's on Offer?

• Hybrid working arrangement.
• Opportunity to join a highly respected Chartered Financial Planning firm.
• Supportive and collaborative team environment.
• Exposure to a high-quality client portfolio.
• Competitive salary and benefits package.
• Genuine opportunities for professional development and long-term career progression.

This represents an outstanding opportunity for an experienced Senior IFA Administrator to join a well-established and growing business where their expertise will be valued, and their contribution will have a direct impact on the continued success of the firm.  Please get in touch for a strictly confidential discussion with Alison Curran prior to progressing by submitting your cv for review.