IFA Administrator
IFA Administrator
- 1 Vacancy
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Job Description
Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and d...
Job Title: IFA Administrator
Location: Shrewsbury (Fully Office-Based)
Salary: £25,000 - £30,000 DOE
Job Type: Full-Time
Study Support Available
About 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:
Location: Shrewsbury (Fully Office-Based)
Salary: £25,000 - £30,000 DOE
Job Type: Full-Time
Study Support Available
About 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 requirements
- Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work
- Prepare documentation and reports for client meetings and annual reviews
- Maintain accurate client records and ensure compliance with FCA regulations
- Support the financial planning process, ensuring all files are audit-ready
- Previous experience in an IFA or financial planning administration role is highly desirable
- Strong administrative, organisational, and communication skills
- Attention to detail and ability to manage multiple tasks efficiently
- Good knowledge of financial products such as pensions, investments, and protection
- Proficient with Microsoft Office and ideally CRM/financial software systems
- A positive, proactive attitude and willingness to learn
- Interest in or progress toward professional qualifications (e.g., CII)
- Competitive salary of £25,000 - £30,000 depending on experience
- Full study support towards industry qualifications
- A professional, fully office-based role within a supportive team
- Career development opportunities within a growing business
- Modern Shrewsbury office with a collaborative and friendly work culture
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Job Overview
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Location
United Kingdom
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Offered Salary
Sign in to view salary
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Industry
Accounting -
Date Posted
1 week ago
