Job Title: IFA Administrator

Industry: Financial Services

Location: Glasgow

Salary: £26,000

Reference Number: 9623

Job Description

Join a respected Financial Planning firm in Glasgow and take the next step in your career.

We’re working closely with a well-regarded Financial Advice company in Glasgow that’s looking to add a driven and detail-oriented IFA Administrator to its growing team. This is a fantastic opportunity to work closely with experienced Financial Advisers, providing end-to-end administrative support that is crucial to delivering a first-class client experience.

As an integral part of the client support team, you’ll handle a variety of responsibilities - from preparing reports and valuations to updating systems, chasing providers, and managing client communications both over the phone and in person. You'll be joining a supportive team environment where your development is genuinely valued, and support is provided for those keen to work towards the Level 4 Diploma.

What’s in it for you?

• Competitive salary up to £26,000 (depending on experience)
• 25 days holiday + your birthday off
• Flexible benefits package
• Auto-enrolment pension
• Death in service cover
• Cycle to work scheme
• Full training and support towards professional qualifications (Level 4 Diploma)

What we’re looking for:

• Prior experience in a financial services admin role (ideally within an IFA or wealth management firm)
• Strong attention to detail and confidence with financial documentation and provider systems
• Excellent problem-solving skills and the ability to analyse information critically
• A natural relationship builder who is comfortable working with Advisers, clients, and providers
• Confident IT user with a proactive, organised approach to workload

Why this could be your perfect next move:

Whether you're an experienced IFA Administrator or looking to build on early financial services experience, this role offers a long-term path to professional growth within a thriving firm. You'll gain exposure to high-quality client work, be supported in your development, and be part of a team that truly values what you do.

Apply today or reach out to the team at Recruit UK for a confidential chat about this opportunity.