Senior Administrator

Location

Glasgow

£30000 - £38000

Permanent

On-Site

Senior Administrator

Flexible (office, hybrid options available)

Competitive and dependent on experience

Full-time, permanent

Support advisers and paraplanners by managing complex administrative processes and ensuring a high standard of client service. The role suits someone experienced in financial services who enjoys working independently while contributing to a collaborative team.

• Manage all stages of client administration, including pensions, investments, and protection.
• Prepare and process new business, valuations, and client reports.
• Liaise with advisers, providers, and clients to ensure smooth case progression.
• Maintain accurate client data on internal systems and meet FCA compliance standards.
• Prepare meeting packs and support advisers with follow-up actions.
• Mentor and support junior administrators.
• Contribute to process improvements and help streamline workflows.
• Handle confidential information with professionalism and care.

• Experience with in financial planning, wealth management, or financial services administration.
• Strong knowledge of pensions, investments, and protection products.
• Excellent organisational skills and attention to detail.
• Confident communicator, able to manage multiple priorities.
• Proficient with Microsoft Office and financial software (e.g., Intelliflo, Xplan, or similar).
• Comfortable working both independently and as part of a team.

• Progress toward a CII qualification or equivalent.
• Experience mentoring others or leading small administrative teams.

• Competitive, experience-based salary.
• Flexible working arrangements (office, hybrid)
• Professional development and qualification support.
• Generous holiday allowance and company benefits package.