IFA Administrator - Reed : Job Details

IFA AdministratorClydebank (Hybrid)£28,000 – £35,000 + benefits

Join a well-established independent financial advisory firm with a strong reputation and decades of success in the market. You’ll work in a close-knit, experienced team where mentoring and training are part of the culture - and where your technical admin skills will be genuinely valued.

This is a varied and interesting role, ideal if you enjoy working across a wide range of financial planning tasks. You’ll be supported to build your knowledge and work towards professional qualifications, all while contributing to a business that puts clients first and operates with integrity.

What you’ll do 

You’ll support the advice team by managing a mix of client and business administration, including:

• Preparing and maintaining accurate client records
• Supporting advisers with research, documentation, and suitability reports
• Liaising with providers and third parties to gather information
• Ensuring compliance with FCA regulations and internal procedures
• Handling new business processing, including pensions, investments, and protection
• Recording all client communications clearly and compliantly
• Supporting the delivery of excellent client service across the board

What you’ll need

• Experience in financial planning, wealth management, or a similar financial services role
• Strong understanding of financial products, compliance, and client servicing
• Confidence using platforms, provider portals, and Microsoft Office
• Working towards (or keen to start) financial services qualifications

About the companyThis independent firm has been serving clients for decades and is known for its professionalism, integrity, and long-term client relationships. With a strong presence in the market and a collaborative team culture, they offer a stable and supportive environment where you can grow your career.

You’ll also get a competitive benefits package including pension contributions, insurance cover, and hybrid working to support your work-life balance.

Please click ‘Apply now’. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later. 

Everyone will receive a response.