Full job descriptionJob Title: IFA Administrator
Location: Shrewsbury, UK
Job Type: Full time onsite
Benefits:
*5 weeks holiday + bank holidays
*Flexible working hours to adapt to personal requirements / arrangements
*Funding for relevant exams for staff
Our office environment is supportive and collaborative, with low staff turnover and a culture that values long-term commitment.
About Us: We are a well-established financial services firm with two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. Our team is dedicated to providing high-quality service to our clients, and we are currently seeking a IFA Administrator to join our dynamic and friendly team.
Key Responsibilities:
*Provide administrative support to the IFA team and Paraplanners
*Assist in managing client documentation and correspondence
*Ensure efficient record-keeping and data management
*Collaborate with team members to streamline office processes
*Liaise with clients and external stakeholders as needed
Requirements:
*Previous experience in a similar administrative role within the financial services sector
*Strong organisational and communication skills
*Knowledge of IFA and mortgage operations is advantageous