Financial Services Administrator
Join Our Clients Team as a Financial Services Administrator in Glasgow - Free ParkingHybrid Role - 2 Days Working from HomeAre you a detail-driven pension or IFA administrator with a passion for precision and client service? We''re looking for a Financial Services Administrator to join our clients established team in Glasgow, offering the perfect balance of hybrid working!About the Role:As an IFA Administrator, you''ll play a key role in supporting advisers and clients by delivering accurate, technical financial administrative support. You''ll be the backbone of their operations, ensuring everything runs smoothly from application processing to client servicing.What You''ll Be Doing:Prepare and process applications across a wide range of financial products (investments, pensions, protection, and more)Liaise with over 20 providers, ensuring all documentation is accurate and completeMaintain and update client records and business trackersAction policy changes, fund switches, withdrawals, and income paymentsEnsure compliance with FCA regulations, Data Protection, and AML legislationCollaborate with your team, contribute to meetings, and support continuous improvementWhat They''re Looking For:Experience in financial services administration (IFA environment preferred but pension background would be considered)Strong organisational skills and attention to detailConfident communicator with a proactive approach to problem-solvingA team player who thrives in a supportive, ..... full job details .....
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