IFA Administrator

An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm in the heart of Shrewsbury.

The Company

Our client is a well-established Independent Financial Advisory firm, providing clear and tailored financial advice to individuals, families, and businesses to help secure their financial future.

The Role

This office-based role will support Financial Advisors with a range of administrative duties, ensuring smooth client service and compliance standards are maintained. Full-time and part-time hours are available.

Key Responsibilities

• Providing administrative support to Financial Advisors

• Processing new business applications including pensions, investments, and protection

• Liaising with providers, platforms, and clients for updates and information

• Maintaining accurate client records and CRM systems

• Handling client queries professionally and efficiently

• Managing appointments and advisor diaries

• Assisting with compliance and FCA requirements

• Supporting clients through onboarding and review processes About You

• Previous experience in an IFA or financial services administration role is essential

• Good understanding of pensions, investments, and protection products

• Strong organisational skills and attention to detail

• Confident communication and interpersonal skills

• Experience with CRM/back-office systems such as Intelligent Office or Adviser Office

• Able to work independently and within a team

• Financial services qualifications (or working towards them) are advantageous Additional Information

• Monday to Friday with flexible working hours

• Part-time hours available, including a 4-day working week

• Ongoing training and professional development support

• Friendly office environment with opportunities for career progression