IFA Administrator - Shrewsbury - up to £32,500

Heat Recruitment; Shrewsbury; On-site; GBP 25,000 - 33,000; Part time

Job summary

A well-established financial services firm in Shrewsbury is seeking a Part-Time IFA Administrator to provide administrative support to the IFA team. The role offers flexible working hours and a collaborative environment, making it ideal for those looking to balance work with personal commitments.

Benefits

Flexible working hours

Funding for relevant exams

Supportive office environment

Qualifications

• Experience in a similar administrative role within financial services.

Responsibilities

• Provide administrative support to the IFA team and Paraplanners.
• Manage client documentation and correspondence.
• Maintain efficient record-keeping and data management.

Skills

Organizational Skills

Communication Skills

Job description

IFA Administrator - Shrewsbury - up to £32,500

Job Title: Part-Time IFA Administrator

Location: Shrewsbury, UK

Working Hours: Flexible

Job Type: Full-Time or Part-Time

Benefits:

• Flexible working hours to accommodate personal requirements
• Funding for relevant exams for staff
• Supportive and collaborative office environment with low staff turnover

About the Company:

This well-established financial services firm operates from two offices, providing comprehensive advice on both IFA and mortgage services. The team is committed to delivering high-quality service and is seeking a Part-Time IFA Administrator to join their friendly, dynamic team.

Key Responsibilities:

• Provide administrative support to the IFA team and Paraplanners
• Manage client documentation and correspondence
• Maintain efficient record-keeping and data management
• Assist in streamlining office processes
• Communicate with clients and external stakeholders as needed

Requirements:

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