Ifa Administrator

IFA Administrator – Chartered Firm | Glasgow

Develop your career with a respected, growing Financial Planning business

Are you an experienced IFA Administrator looking to take the next step in your career? Do you thrive in a fast-paced environment where accuracy, client care and professionalism truly matter?

Our client — a highly respected Chartered Financial Planning firm — is expanding and looking for a confident, proactive Administrator to join their established support team. With a diverse and loyal client base, including high-net-worth individuals, this is an excellent opportunity to deepen your technical knowledge while contributing to first-class client service.

What You’ll Be Doing

You’ll play a vital role in supporting Financial Planners by handling a blend of technical and administrative responsibilities, including:

Maintaining and updating detailed client records

Preparing draft reports and documentation

Processing applications and fees across investments, pensions, and protection products

Placing trades and handling investment transactions

Providing ongoing administration across clients’ portfolios

Regular liaison with clients and providers , ensuring smooth and timely service

What’s on Offer

Competitive salary up to £35,000 DOE

35 days annual leave

A supportive, collaborative team environment

Study support and clear career development pathways

Comprehensive employer pension contribution and   benefits package , including PHI

Who We’re Looking For

If you have:

Experience in a financial planning or IFA support role

Strong organisational and communication skills

Good understanding of financial products and processes

A proactive approach and keen eye for detail

…then we’d love to hear from you.

Apply Today

To find out more or submit your CV, contact Pauline Low at Reed on for a confidential chat.

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