IFA Administrator

IFA AdministratorGlasgow, hybrid workingSalary £35,000 - £40,000Join a highly regarded Chartered Financial Planning firm with a strong presence in the Glasgow market, known for delivering tailored advice and a high standard of ongoing client service within a structured and well supported environment.This is a strong opportunity for an experienced IFA Administrator or Financial Planning Administrator, particularly someone confident using Intelligent Office / Intelliflo, who enjoys being a central part of the client servicing process and delivering accurate, efficient support to advisers.You''ll work as part of an established client support team alongside Financial Planners and Paraplanners, within a business that has invested in its systems and processes.This allows you to focus on quality of work, organisation and supporting clients through each stage of the advice process.What you''ll doProvide administrative support to Financial Planners and wider technical teamsMaintain and update client records, workflows and tasks using IntellifloPrepare documentation ahead of client meetings and reviewsProcess new business across pensions, investments and protection casesLiaise with providers, platforms and third parties to progress applicationsTrack cases through to completion, ensuring timescales and service levels are metProduce client correspondence and assist with ongoing servicing requirementsEnsure all records and documentation meet compliance and regulatory standardsSupport ..... full job details .....