IFA Administrator

IFA Administrator

Salary: £26,000+ (Negotiable depending on experience)

Location: Renfrewshire, Hybrid

Job Type: Full-time, Permanent (Part-time considered)

Are you looking for a role that fits around your life, not the other way around?

At this small IFA firm, they believe work should empower you, not tie you down. That’s why they offer true flexibility. Work from home most of the week if you like, adjust your hours to pick up the kids, hit the gym, or whatever else that’s important to you.

You’ll be joining a supportive, friendly environment led by a passionate director with decades of industry experience. Here, you’re more than just a number, you’re a valued part of the team.

And if you’re ambitious they can offer something truly special, the chance to train as a financial advisor under direct mentorship - a rare opportunity to grow your career in a nurturing setting.

If you’re ready to bring your skills to a place where you’re trusted, supported, and given room to thrive, we’d love to hear from you.

What will you be doing?

• Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes
• Maintain up-to-date, complete, and compliant client files including Letters of Authority
• Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately
• Schedule client meetings and manage advisers' diaries
• Maintain and update client records in the firm's CRM system, ensuring data accuracy
• Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary
• Draft and send client correspondence, such as policy summaries and routine follow-up letters
• Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms
• Support advisers in preparing client review packs and financial planning documents for annual reviews
• Assist in processing new business applications and transactions, including policy changes and updates

What’s in it for you?

• Option to become a trainee Financial Advisor, Paraplanner or Mortgage Advisor
• Work from home most days, if you’d prefer
• Huge amount of flexibility and trust
• Reduced or part time hours
• Free gym

The ideal person:

• Experience of working in a Financial Planning / Wealth Management firm
• Knowledge of investments, pensions and other Financial Planning products
• Good organisational and communication skills
• Familiar with Intelligent Office

Interested in finding out more? Apply now and we’d be happy to give you some more details.