Financial Services Administrator
Glasgow, City of Edinburgh Area, G32 0, Scotland, UK
Listed on 2026-07-20
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Finance & Banking
Office Administrator/ Coordinator, Business Administration, Financial Services, Finance Assistant
Join Our Clients Team as a Financial Services Administrator in Glasgow - Free Parking
Hybrid Role - 2 Days Working from Home
Are 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 complete
- Maintain and update client records and business trackers
- Action policy changes, fund switches, withdrawals, and income payments
- Ensure compliance with FCA regulations, Data Protection, and AML legislation
- Collaborate with your team, contribute to meetings, and support continuous improvement
What They're Looking For:
- Experience in financial services administration (IFA environment preferred but pension background would be considered)
- Strong organisational skills and attention to detail
- Confident communicator with a proactive approach to problem-solving
- A team player who thrives in a supportive, collaborative environment
On offer
- Competitive salary DOE
- Hybrid working: 2 days working from home
- 28 days holiday + Bank Holidays
- Benefits include, Pension, Death in Service, Life Assurance and PMI
- Supportive team culture with opportunities for growth and development
- Study support towards professional qualifications
- Be part of a company that values your input and encourages innovation
Ready to take the next step in your financial services career?
Apply now and help us deliver exceptional service to their clients while enjoying the flexibility you deserve.
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