IFA Administrator

I'm working with a well-established financial planning firm in Stirling who are looking to add an IFA Administrator to their team. If you’re someone who enjoys keeping the plates spinning and making sure advisers can do what they do best, this one’s worth a look.

You’ll get involved in things like:

• Preparing client packs & documentation

• Processing new business & policy admin

• Liaising with providers & clients

• Updating CRM systems & maintaining accurate records

• Supporting paraplanners and advisers to keep workflow moving

What they’re looking for:

• Experience in an IFA support role (or similar financial services admin)

• Strong organisational skills & a healthy respect for compliance

• Someone who can communicate well with clients and providers alike

• A proactive, detail-minded operator who takes pride in accuracy

What’s on offer:

• Salary up to £30,000

• Supportive culture with strong tenure in the team

• Genuine progression into paraplanning for those who want it

• Stirling-based office with full stability