About

IFA AdministratorTroonUp to £32kOffice based role (Flexibility and occasional home working)This role is ideal for someone with experience working in financial planning, particularly in administration or client support. If you enjoy organising information, working closely with advisers, and looking after clients in a friendly and professional way, this would be a great fit.You’ll join a supportive advice business where progression is actively encouraged. Study support is available and exams are paid for once passed, so if you’re looking to broaden your skills or progress towards paraplanning, there’s a clear pathway to do so.The BusinessThis is an established advice firm with a strong reputation for long-term client relationships. They provide fully independent financial planning and pride themselves on doing the right thing for clients.The team is approachable, open, and collaborative. They combine modern technology with traditional relationship-based advice. They have multiple offices in Scotland with this one being based in Troon. They are looking to grow within the next 12-18 months through client marketing. The culture is one of high standards, friendliness and shared responsibility. Clients are loyal, long-standing, and value the service.The RoleYou’ll support advisers with all aspects of client administration, ensuring records and processes are accurate and compliant.A typical day may include:Preparing files, paperwork, illustrations and application forms ahead of client meetingsMaintaining accurate client records on back-office systemsProducing valuations and annual review packsLiaising with product providers for information, servicing requests, and new businessProcessing withdrawals, fund swit