This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm
As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs.
This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including:
* Client relationships welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information
* Meeting preparation preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks
* Processing issuing LOAs, submitting business, updating the CRM system (Intelliflo)
* Providers liaising with providers to chase for outstanding items
The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them.
IFA Administrator Requirements
1. You should have experience as an IFA Administrator or similar r...