IFA Administrator

Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced IFA Administrator to join their Glasgow regional offices.

This is an outstanding opportunity for an experienced Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

Managing the end-to-end new business administration process

Processing new business accurately and efficiently within agreed service standards

Liaising with providers, solicitors, accountants and third parties

Handling Letters of Authority and provider follow-ups

Supporting Financial Planners with pipeline management and client servicing

Maintaining accurate and compliant client records across internal systems

Assisting with meeting preparation and ongoing client communications

Managing incoming and outgoing correspondence and documentation

Delivering exceptional client service via telephone and email

Supporting process improvements and operational efficiencies across the business

What We’re Looking For

We are keen to speak with individuals who have:

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