Join Our Clients Dynamic Team in Glasgow as an IFA Administrator Are you detail-oriented, client-focused, and passionate about financial services? We’re seeking an IFA Administrator to provide crucial support to Financial Advisers. Your responsibilities will include: Obtaining illustrations, key features, and application forms from Platforms & Providers Compiling comprehensive client meeting packs Issuing letters of authority (LOA) and transfer of agency (TOA) Accurately maintaining client details and policy information Preparing new business applications Responding to inquiries from IFAs, colleagues, clients, and providers Managing client valuation schedules Ensuring timely communication with clients and providers Collaborating with our team to deliver exceptional service Experience/Skills Required: Proficiency in Microsoft Office and other applications Excellent written and verbal communication skills Client-centric mindset Strong organisational abilities Industry knowledge Attention to detail Data entry and record-keeping skills Willingness to pursue professional qualifications (desirable) On Offer: Comprehensive salary DOE Hybrid working 25 days holiday – tiered up to 28 days after 5 years 7% employer pension contribution Comprehensive benefits package including PMI, Income Protection and Critical Illness Office closure over Christmas period and a day off for your birthday, wedding, house move and volunteering A range of additional employee incentives such as enhanced maternity and paternity Ready to make an impact and embark on your career as part of a supportive teams in forward-thinking business? Submit your CV today to avoid disappointment If you have any questions, please contact Pauline Low at Reed on .