IFA Administrator

An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm in the heart of Shrewsbury.

The Company

Our client is a well-established Independent Financial Advisory firm, providing clear and tailored financial advice to individuals, families, and businesses to help secure their financial future.

The Role

This office-based role will support Financial Advisors with a range of administrative duties, ensuring smooth client service and compliance standards are maintained. Full-time and part-time hours are available.

Key Responsibilities

• Providing administrative support to Financial Advisors
• Processing new business applications including pensions, investments, and protection
• Liaising with providers, platforms, and clients for updates and information
• Maintaining accurate client records and CRM systems
• Handling client queries professionally and efficiently
• Managing appointments and advisor diaries
• Assisting with compliance and FCA requirements
• Supporting clients through onboarding and review processes

About You

• Previous experience in an IFA or financial services administration role is essential
• Good understanding of pensions, investments, and protection products
• Strong organisational skills and attention to detail
• Confident communication and interpersonal skills
• Experience with CRM/back-office systems such as Intelligent Office or Adviser Office
• Able to work independently and within a team
• Financial services qualifications (or working towards them) are advantageous

Additional Information

• Monday to Friday with flexible working hours
• Part-time hours available, including a 4-day working week
• Ongoing training and professional development support
• Friendly office environment with opportunities for career progression

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