IFA Administrator

Financial Services Opportunity: IFA Administrator in Falkirk

Join Our Clients Dynamic Team!

Are you an organised, client-focused professional with a passion for financial services? Our client, a leading IFA firm, is seeking a dedicated IFA Administrator to join their established team where they offer a comprehensive range of financial services.

As an IFA Administrator, you'll support their Financial Planners, Personal Assistants, and Paraplanners.

Your key responsibilities include:

• Welcoming and assisting clients both in-person and over the phone.
• Managing client information and ensuring data accuracy.
• Preparing review packs and client letters.
• Coordinating with providers to gather necessary information.
• Adhering to best practices and maintaining high standards of accuracy.

Why Join Our Clients Teams?

• Competitive salary up to £30,000 DOE + discretionary bonus
• Hybrid & flexible working policy
• 24 days holiday – additional day for each year up to 27 days
• Supportive and friendly working environment
• Study support towards professional qualifications
• Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes

Ideal Candidate:

• Good financial services administration skill set in a similar environment
• Working knowledge of Intelligent Office, Curo or other back-office system
• Strong planning and organizational skills
• Client-focused with excellent communication abilities
• Detail-oriented with sound decision-making skills
• Knowledge of financial planning products and processes

Ready to make a difference? Apply now and be part of a team that values long-term client relationships and continuous improvement. If you have any questions, please contact Pauline Low at Reed on