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IFA Administrator

Job description

My Client is successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced IFA Administrator to join their team.


  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
  • Process all business in accordance with required process
  • Assess clients file documentation in accordance with compliance requirements
  • Identify and correct remedial actions as required
  • Be aware and act upon any compliance issues; complete documentation required
  • Accurately record all client facing time
  • Coordinate billing of fees with Wealth Adviser for invoicing
  • Request policy information from product providers/3rd Party/ via email/fax/telephone
  • Coordinate and produce client valuations
  • Develop and maintain effective relationships with clients, colleagues and 3rd party's
  • Be aware and act upon any compliance and quality issues
  • Any other tasks as and when required requested by your line Manager

Previous experience in an IFA environment is essential.

Company offers a very impressive benefits package and the opportunity to work hybrid.

For more information please contact Alison MacMillan

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