IFA Administrator
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
- 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: 5 weeks holiday bank holidays 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