IFA Administrator - Shrewsbury - up to £32,500

JR United Kingdom; 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 join their dynamic team. The role offers flexible working hours and involves providing administrative support to the IFA team, managing client documentation, and ensuring efficient office processes. Ideal candidates will have experience in financial services and strong organisational skills.

Benefits

Funding for relevant exams for staff

Supportive and collaborative office environment

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

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IFA Administrator - Shrewsbury - up to £32,500, shrewsbury

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Client:

Heat Recruitment

Location:

shrewsbury, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

10

Posted:

25.05.2025

Expiry Date:

09.07.2025

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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

• Flexible working hours to adapt to personal requirements/arrangements
• Funding for relevant exams for staff
• A supportive and collaborative office environment with low staff turnover and a culture that values long-term commitment

About the Company:

This well-established financial services firm operates from two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. The team is dedicated to providing high-quality service to clients and is currently seeking a Part-Time IFA Administrator to join their 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