Senior IFA Administrator
Senior IFA AdministratorGlasgow, hybrid working£30,000 to £36,000 plus benefitsJoin a respected Chartered financial planning firm that''s known for delivering high-quality, client-centred advice. This senior role sits at the heart of the operations team, supporting advisers, guiding junior staff and ensuring the smooth delivery of compliant financial planning services.It''s an ideal step if you''re an experienced IFA administrator looking for more responsibility, more technical involvement and a clear path into paraplanning, operations or management.The firm offers real progression, discretionary bonuses and salary increases with every exam you pass. You''ll also benefit from hybrid working, study support and exposure to complex client work across pensions, investments, protection and trusts.What you''ll doAct as a key contact for clients and advisersHandle complex casework across pensions, investments, protection and trustsManage new business processing and pipeline trackingPrepare review packs, valuations and meeting documentationMaintain compliant, accurate client records and support Consumer Duty requirementsImprove workflows and support operational efficienciesMentor junior administrators and support their developmentCoordinate adviser diaries and annual review schedulesWhat you''ll needExperience in an IFA or wealth management environmentKnowledge of pensions, investments and protection productsFamiliarity with platforms and provider portalsBenefitsHybrid workingDiscret
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