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Financial Planning Administrator

  • Glasgow, Glasgow
  • Permanent
  • up to £30,000 plus company benefits

Job details.

IFA Administrator – Glasgow | £25,000–£30,000 + Benefits

An established, client-focused financial planning firm in Glasgow is seeking an experienced IFA Administrator to join their growing team. This is an exciting opportunity to work for a firm with a strong independent proposition, a true financial planning model, and a genuine focus on putting clients first.

What’s on offer:

  • Salary: £25,000–£30,000, depending on experience

  • Hybrid working after an initial training period

  • Exam support for further professional development

  • Plenty of opportunities for career progression within the business

  • Being part of a collaborative, client-centric environment

Role Overview:
You will play a key role in supporting financial advisers by managing client administration, preparing reports, and ensuring smooth day-to-day operations. The ideal candidate is highly organised, proactive, and experienced in an IFA administration role.

Requirements:

  • Previous experience working as an IFA Administrator

  • Strong organisational and communication skills

  • Ability to manage multiple tasks efficiently and accurately

  • Client-focused mindset with attention to detail

If you are an experienced IFA Administrator looking to grow your career within a supportive and ambitious firm, this is an excellent opportunity to make your mark.

IFA Administrator – Glasgow | £25,000–£30,000 + Benefits

An established, client-focused financial planning firm in Glasgow is seeking an experienced IFA Administrator to join their growing team. This is an exciting opportunity to work for a firm with a strong independent proposition, a true financial planning model, and a genuine focus on putting clients first.

What’s on offer:

  • Salary: £25,000–£30,000, depending on experience

  • Hybrid working after an initial training period

  • Exam support for further professional development

  • Plenty of opportunities for career progression within the business

  • Being part of a collaborative, client-centric environment

Role Overview:
You will play a key role in supporting financial advisers by managing client administration, preparing reports, and ensuring smooth day-to-day operations. The ideal candidate is highly organised, proactive, and experienced in an IFA administration role.

Requirements:

  • Previous experience working as an IFA Administrator

  • Strong organisational and communication skills

  • Ability to manage multiple tasks efficiently and accurately

  • Client-focused mindset with attention to detail

If you are an experienced IFA Administrator looking to grow your career within a supportive and ambitious firm, this is an excellent opportunity to make your mark.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

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