Ifa Administrator

1 week ago


Glasgow, United Kingdom Heat Recruitment Full time

This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionalsacross the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.

**The Opportunity**

Due to growth, this company have an exciting opportunity for an experienced financial services administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.

You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status.
**What's on offer?**
- Discretionary Annual Bonus
- 10% employer pension contribution
- Private Medical Insurance
- Annual Leave - minimum of 25 days

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory



  • Glasgow, United Kingdom IFA Glasgow Full time

    We are looking for an experienced IFA administrator or paraplanner to join our small, but well-established team in Glasgow. This position is office based and located near Blythswood Square. The Role - Processing and checking all aspects of pension and investment administration - Administration of client paperwork - Completing review reports for clients -...

  • Ifa Administrator

    2 weeks ago


    Glasgow, United Kingdom Meraki Full time

    Financial Planner Support - IFA Administrator - Adviser Support 2 Meraki Talent’s financial services client is actively looking for a IFA Administrator / Financial Planner Support professional to work with their expanding team. The Associate Client Support individual will be responsible for providing direct support to the Financial Planners across a...

  • Ifa Administrator

    7 days ago


    Glasgow, United Kingdom Heat Recruitment Full time

    Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administrationis your strength, please apply! This is a fantastic opportunity to join a talented team and work with...

  • Ifa Administrator

    4 days ago


    Glasgow, United Kingdom JohnstonGreer Full time

    IFA Administrator To £25,000 plus benefits IFA Administrator required by this growing wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking. Supporting a Financial Planner you will be responsible for providing full administration...

  • Ifa Administrator

    1 week ago


    Glasgow, United Kingdom Idex Full time

    An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: - servicing existing business - liaison with Providers - valuations and...

  • Ifa Administrator

    3 days ago


    Glasgow, United Kingdom IDEX Consulting Ltd Full time

    An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: - servicing existing business - liaison with Providers - valuations and...

  • IFA Administrator

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Eden Scott's client is looking for a proactive and detail-oriented IFA Sales Support individual to join their team in Edinburgh, In this role, you will play a key part in supporting our Independent Financial Advisors (IFAs), providing essential administrative assistance, and preparing client reports. This position is ideal for someone with experience in...

  • Ifa Administrator

    1 week ago


    Glasgow, United Kingdom Ortus Psr Full time

    **IFA Administrator** **Location: Glasgow** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

  • Ifa Administrator

    3 days ago


    Glasgow, United Kingdom Reed Insurance Full time

    **Fantastic New IFA Administration Opportunity in Glasgow - Study Support Provided** Salary up to £29K DOE plus excellent benefits package Our client is a well-respected Financial Advice business who are currently looking for an IFA Administrator to join their support team. With a large client base, they provide investment advice and retirement planning...

  • Ifa Administrator

    2 weeks ago


    Glasgow, United Kingdom Thornbury Recruitment Ltd Full time

    **£18,000 - £25,000 - plus benefits** IFA Administrator required by a highly successful wealth planning practice in Glasgow. Due to continued growth, they now require an experienced administrator to join their team. Responsibilities include managing the 'Letters of Authority’ process, valuations, chasing providers for outstanding documentation,...

  • Ifa Administrator

    11 hours ago


    Glasgow, United Kingdom Heat Recruitment Full time

    Due to expansion, there is a brand new opportunity for an IFA Administrator to join a highly reputable, expanding firm with a 30 year history. They comprise of an experienced team providing advice, both face-to-face and online. We also have a dedicated pensionsteam, with in-depth technical expertise. The firm have a strong ethos of fairness, support and...

  • Ifa Administrator

    6 days ago


    Glasgow, United Kingdom Finlink Ltd Full time

    An excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. This company are an independent financial advisory firm based in Glasgow. They are directly authorised and have been up and running for over 20...

  • Ifa Administrator

    7 days ago


    Glasgow, United Kingdom MB Fitzgerald Full time

    **IFA Administrator - Glasgow - National Organisation - Exceptional benefits package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Glasgow. The company are a very well known brand with really exciting plans for the future. The focus on the role will be...

  • Ifa Administrator

    1 week ago


    Glasgow, United Kingdom Finlink Ltd Full time

    An excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced. This company are an independent financial advisory firm based in Glasgow. They are directly authorised and have been up and running for over 20...

  • Ifa Administrator

    1 week ago


    Glasgow, United Kingdom IDEX Consulting Ltd Full time

    A very exciting opportunity has arisen for a fully remote IFA Administrator. You must be within 1 hour of the Glasgow office to attend meetings from time to time. The role involves: - developing and maintaining good working relations with internal and external contacts - planning, organising and prioritising workload to be completed within agreed service...

  • Ifa Administrator

    1 week ago


    Glasgow, United Kingdom Utopian Professional Recruitment Full time

    Utopian Professional Recruitment are working in partnership with a Glasgow based IFA who are looking to expand their team and recruit an IFA Administrator on a full time, permanent basis. Working as part of a small team, you will provide full administrative support to 2 Directors and Planners if an effective and highly efficient manner. You would be...


  • Glasgow, United Kingdom Ortus PSR Full time

    Are you an experienced Financial Services Administrator looking for a new opportunity? Do you thrive in a fast-paced environment where attention to detail and excellent communication skills are essential? If so, we have the perfect role for you. We are recruiting on behalf of leading IFA firm based in Glasgow, they are seeking a skilled fully remote IFA...


  • Glasgow, United Kingdom Thornbury Recruitment Ltd Full time

    **Senior IFA Administrator** £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth, they now require an experienced Administrator to work in their stunning offices and provide support to the company Director. You will work across the full range of Pensions,...

  • Ifa Administrator

    4 days ago


    Glasgow, United Kingdom Lusona Consultancy Full time

    Lusona Financial Services are recruiting for an experienced IFA Administrator to join a firm of financial advisers that deal with both private and corporate clients. This role is to work with the private client side of the business where you will work with a very experienced support team. In this role you will provide high-quality administration to the...


  • Glasgow, Glasgow City, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Senior IFA Administrator / trainee Paraplanner, GlasgowClient:Location:Glasgow, United KingdomJob Category:OtherEU work permit required:YesJob Reference:405896e0b7d4Job Views:101Posted:11.03.2025Expiry Date:25.04.2025Job Description:My client is a highly reputable and well-regarded IFA practice in Glasgow. A new and...