IFA Administrator

Job description

Job Title: IFA Administrator

Location: Glasgow (occasionally in Edinburgh) Salary Range: £25,000 – £35,000 per annum (DOE) + bonus, benefits, and study support Employment Type: Full-time, Permanent, Hybrid

About EWS Financial Advisers

EWS is a Chartered Independent Financial Adviser firm offering whole-of-market advice across pensions, investments, estate planning, and protection. With nearly 20 years of experience, EWS is known for its client-first, fee-based approach, delivering optimal financial performance with transparency and integrity.

Our team works tirelessly to help our clients live the life they want to live, and this ethos translates down to our staff as well. We are keen to speak to anyone who puts people at the heart of what they do, take pride in their work, deliver great outcomes, do the right thing and relish the chance for self-improvement.

Key Responsibilities

• Provide high-level administrative support to Chartered Financial Planners
• Report directly to the Practice Manager
• Process new business applications across pensions, investments, and protection products
• Liaise with providers to obtain valuations, policy details, and manage client servicing
• Maintain and update client records using internal CRM systems (Intelliflo Office)
• Prepare documentation for client meetings and ensure timely follow-up
• Ensure compliance with FCA regulations and internal procedures
• Support onboarding of new clients using EWS’s paperless systems
• Assist in managing the advisers' diaries and meeting arrangements

Candidate Requirements

Essential

• Must have experience in an IFA or wealth management environment
• Must have experience with IO (Intelliflo Office) and some experience with Genovo, FE Analytics and/or CashCalc
• Strong understanding of pensions, investments, and protection products
• Excellent organisational and communication skills
• Strong team working ethic
• High attention to detail and ability to manage multiple tasks
• Familiarity with FCA compliance and regulatory frameworks

Desirable

• Some progress towards CII RO qualifications (potential support for further study towards these qualifications if only part achieved)
• Experience in producing high level reports via above platforms
• Paraplanning experience

Benefits

• Competitive salary with annual performance bonus
• 28 days holiday plus bank holidays
• Pension scheme and private healthcare
• Opportunities for career progression within a Chartered firm, EWS has clearly defined succession planning pathways and career development opportunities
• Supportive and collaborative team culture

Job Type: Full-time

Benefits:

• Company pension
• Financial planning services
• On-site gym

Experience:

• IFA Administrative : 1 year (required)
• Intelliflo Office: 1 year (required)
• Work Location: Hybrid remote in Glasgow, G2 6HJ

Extra information

Status

Open

Education Level

Secondary School

Location

Glasgow

Type of Contract

Casual / Part Time Jobs

Published at

16-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English