Company Description
Masons IFA aims to pave the way for a more secure financial future for individuals, families, and businesses of all sizes. The company's focus is on understanding your financial situation to formulate a plan that meets your future needs. Masons IFA listens to clients' needs, hopes, and dreams to offer clear, jargon-free advice on the most appropriate financial products. The goal is to ensure that you, your family, and your assets are protected while helping you build a brighter, more secure future.
Role Description
This is a full-time, on-site role located in Shrewsbury for an IFA (Independent Financial Advisor) Administrator. The IFA Administrator will be responsible for supporting financial advisors with administrative tasks, managing client documentation, scheduling appointments, and maintaining accurate client records. The role involves data entry, handling client inquiries, preparation of reports, and ensuring compliance with regulatory requirements.
Qualifications
* Strong organisational and administrative skills
* Proficiency in data entry and management
* Excellent communication and interpersonal skills
* Ability to manage client documentation and scheduling
* Familiarity with financial products and regulatory requirements
* Attention to detail and ability to maintain accurate records
* Ability to work independently and as part of a team
* Previous experience in a financial administration role is required
* Relevant qualifications in finance or related fields are beneficial