Due to an internal promotion, our client is looking to recruit an IFA Administrator to join their incredibly supportive team based in Shrewsbury. This is a full-time role working five days per week and offers a great opportunity for someone looking to build a long-term career within financial services.
The position will involve completing change of servicing requests, processing letters of authority, gathering policy information from providers, preparing annual planning and review meeting packs, and supporting advisers with death claims administration. You will play a key role in ensuring the smooth day-to-day running of the advisory function.
This opportunity would suit an experienced IFA Administrator, someone looking to progress their career within financial planning, or equally someone who values consistency and a steady workload. Attitude, reliability, and a team-focused approach are more important than job titles.
If this could be of interest to you then please apply with your full CV!