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
IFA Administrator in Shrewsbury employer: Brevere Group Careers
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to securing financial futures. Enjoy a collaborative work culture that values ongoing training and professional development, alongside flexible working hours and opportunities for career progression, making it an excellent place for meaningful and rewarding employment.
