Senior IFA Administrator

Foster Denovo

Senior IFA Administrator delivering high quality administration and support service for high net worth clients at Foster Denovo. Supporting Partners to ensure exceptional client experiences and compliance with processes.

Posted 6/23/2026full-timeGlasgow • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net worth clients.
Support our partner(s) and influence and encourage Partner(s) to work efficiently following our Private Wealth Advice Process.
Manage relationships with our Partner(s) and become their first point of contact on queries.
Support our Partner(s) with the preparation for meetings, obtaining information from providers and producing client packs.
Liaise with our Partner(s) and Paraplanners to deliver against a client’s expectations and highlight any concerns.
Collate all documentation and ensure that the New Business pack is complete and compliant prior to submitting applications to providers.

Requirements

What you’ll need

Previous experience working in a busy administrative role within an advisory environment.
Strong track record of developing and maintaining good working relationships with clients, advisers and staff and able to build rapport quickly.
Confident having challenging conversations and being able to influence at all levels.
Experience in dealing with high net worth clients.
Good knowledge of pensions and investments.
Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
Experience of working with Intelligent Office.
Commitment to pass basic internal financial services exams within 3 months of employment.

Benefits

Comp & perks

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

administrationclient supportpensions knowledgeinvestments knowledgeMicrosoft OfficeIntelligent Office

Soft Skills

relationship managementrapport buildinginfluencing skillscommunication skillsproblem-solving

Certifications

financial services exams