Company Overview
We are delighted to be supporting a highly respected wealth management firm in Glasgow, known for its technical excellence, client-first approach, and strong track record of developing talent from within.
As part of their continued growth, they are now looking to appoint an IFA Administrator who is either experienced in, or has the aptitude to quickly become confident with, preparing annual review documentation for financial planning clients.
This is a fantastic opportunity to build your career in a supportive, professional environment where progression is encouraged and recognised.
Responsibilities
Working as part of a high-performing administrative team, you will be responsible for:
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Preparing accurate and timely annual review packs for client meetings, including valuations, policy summaries, and performance data.
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Liaising with product providers to obtain up-to-date client information.
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Maintaining and updating client records in line with FCA compliance requirements.
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Supporting paraplanners and advisers in delivering a seamless client experience.
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Managing documentation, scanning, and ensuring all systems are updated post-meeting.
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Assisting with ad hoc administrative tasks to support the wider advice process.
Requirements
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Experience in an IFA / Wealth Management administrative role is desirable but not essential.
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Ability to quickly learn and understand the requirements of annual review preparation.
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High level of accuracy and attention to detail.
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Strong communication and organisational skills.
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Familiarity with financial platforms such as Intelliflo, provider portals, or CRM systems is advantageous.
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A proactive, can-do attitude and willingness to learn.
Benefits
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Salary: £28,000–£30,000, dependent on experience.
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25 days holiday plus bank holidays.
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Company pension scheme.
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Full-time, office-based role in central Glasgow.
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Access to ongoing training and potential progression into senior support or paraplanning roles.
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A positive, team-oriented working culture within a growing firm.
How to Apply
If you're an experienced IFA Administrator — or someone with strong administrative skills looking to build a career in wealth management — we’d love to hear from you.