Ifa Administrator

This hybrid based IFA Administrator job in Scotland is an opportunity to join a rapidly growing financial planning firm.

You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

- Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
- Performing anti money laundering checks and other compliance documentation
- Submitting new business and tracking cases through their client database

The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.

**IFA Administrator Requirements**
- You will have 1+ years’ experience as an Administrator within Financial Services
- You should have good knowledge of the financial planning process
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

**The Company**

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

**IFA Administrator Benefits**
- Salary of up to £28,000 depending on experience
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Hybrid working with option to work from either their Perth or Stonehaven office
- 2 - 3 days in the office, with remainder from home

**Locations**
- Perth
- Stonehaven
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**Job Types**: Full-time, Permanent

**Salary**: Up to £28,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Stonehaven, Aberdeenshire: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: IFAd.R.Ab