IFA Administrator

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: 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 What We're Looking For: 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) What We Offer: 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

Location: Nationwide, GB

Posted Date: 7/15/2025