Description

IFA Administrator?? Glasgow, Aberdeen or Inverness (Hybrid Working – 2 to 3 Days from Home)?? £30,000 DOE + Study Support�? Join an Award-Winning National FirmAre you an experienced administrator in the financial services sector looking for your next step? We’re working with an award-winning national financial planning firm who are expanding their high-performing support team with a new IFA Administrator based in either Aberdeen or Inverness.This is an exciting opportunity to join a professional, forward-thinking business that offers genuine career development, a hybrid working model, and full study support to help you grow your career in financial planning.What You’ll Be Doing You’ll play a crucial role in supporting a team of financial advisers, ensuring the smooth processing of client applications, documentation, and correspondence. Your responsibilities will include:

• Processing new business applications and related paperwork through to provider submission
• Verifying client identity data electronically
• Chasing outstanding documents, trades, and transactions
• Supporting advisers with managing client cash and platform trades
• Maintaining up-to-date and accurate client records via Intelligent Office
• Uploading and managing documentation in line with company standards
• Responding promptly to client, provider, and adviser queries
• Handling policy claims and ensuring timely completion
• Supporting advisers with prep for client meetings, including quotations and applications
• Answering incoming calls and handling client correspondence professionally
• Following compliance, health & safety, and equality policies

What We’re Looking For

• Previous experience in a financial planning or IFA support role
• Familiarity with Intelligent Office (or similar back-office systems) is highly desirable
• Strong attention to detail and ability to manage multiple tasks
• Excellent written and verbal communication skills
• A proactive and professional approach to client service
• Desire to study towards financial services qualifications (study support is provided)

What You’ll Get

• Competitive salary up to £30,000 (DOE)
• Hybrid working (2–3 days from home)
• Full study support for industry qualifications
• Career progression within a leading UK-wide firm
• A positive, supportive, and inclusive working environment

Ready to take the next step in your financial services career?Apply now to join one of the UK's most respected national financial planning firms.