IFA Administrator

Heat Recruitment; Shrewsbury; On-site; GBP 20,000 - 25,000; Part time

Job summary

A well-established financial services firm in Shrewsbury seeks a Part-Time IFA Administrator. The role involves providing administrative support, managing client documentation, and ensuring efficient record-keeping. The company values collaboration, offers flexible working hours, and provides benefits including holiday and exams funding.

Benefits

5 weeks holiday + bank holidays

Flexible working hours

Funding for relevant exams

Qualifications

• Experience in a similar administrative role within financial services.
• Strong organisational and communication skills.
• Knowledge of IFA and mortgage operations is advantageous.

Responsibilities

• Provide administrative support to the IFA team and Paraplanners.
• Assist in managing client documentation and correspondence.
• Ensure efficient record-keeping and data management.

Skills

Organisational skills

Communication skills

Education

Previous experience in administrative role

Job description

Location

Shrewsbury

Salary £20000 - £25000 TypePermanent WorkplaceOn-Site Ref88064

Job Title: Part-Time IFA Administrator

Location: Shrewsbury, UK

Working Hours:flexible

Job Type: Part-Time

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 Part-Time 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