IFA Administrator

Description

Job Title: IFA AdministratorLocation: Shrewsbury (Fully Office-Based)Salary: GBP25,000 - GBP30,000 DOEJob Type: Full-TimeStudy Support AvailableAbout the Role:We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office.Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs)Process new business applications and ongoing client servicing requirementsLiaise with clients, providers, and colleagues to ensure smooth and timely processing of workPrepare documentation and reports for client meetings and annual reviewsMaintain accurate client records and ensure compliance with FCA regulationsSupport the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirableStrong administrative, organisational, and communication skillsAttention to detail and ability to manage multiple tasks efficientlyGood knowledge of financial products such as pensions, investments, and protectionProficient with Microsoft Office and ideally CRM/financial software systemsA positive, proactive attitude and willingness to learnInterest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of GBP25,000 - GBP30,000 depending on experienceFull study support towards industry qualificationsA professional, fully office-based role within a supportive teamCareer development opportunities within a growing businessModern Shrewsbury office with a collaborative and friendly work culture

Ad ID: 5417348267