IFA Administrator

Eden Rose; Shrewsbury; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Flexible working hours

Exam funding

Job summary

Eden Rose, a well-established financial services firm with two offices, is seeking an IFA Administrator to join our friendly team in Shrewsbury. You will provide administrative support to the IFA team and Paraplanners, assist with client documentation, and help maintain accurate records.

We pride ourselves on a supportive, collaborative office culture with flexible working hours and funding for relevant exams.

Qualifications

• 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.

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

Skills

Organisational skills

Communication skills

Job description

• 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