Financial Planning Administrator / IFA Administrator

Financial Planning Administrator / IFA Administrator

Full-Time 50000 - 60000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support financial planners and deliver exceptional service to clients.
  • Company: Award-winning independent financial planning firm in Shrewsbury.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity to grow within a highly regarded firm with industry accolades.
  • Why this job: Join a respected team and make a real difference in clients' financial lives.
  • Qualifications: Experience in financial administration and a passion for client service.

The predicted salary is between 50000 - 60000 £ per year.

We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues.

You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year.

Financial Planning Administrator / IFA Administrator employer: Career poster

Heat Sync is an exceptional employer, offering a competitive salary and a supportive work culture that values detail and professionalism. With opportunities for growth in a dynamic environment, employees can take pride in working on prestigious projects across Surrey and surrounding areas, ensuring a rewarding and meaningful career in the air conditioning industry.

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Contact Details:

Career poster Recruitment Team

We think you need these skills to ace Financial Planning Administrator / IFA Administrator

Financial Planning
Client Relationship Management
Technical Excellence
Professionalism
Attention to Detail
Communication Skills
Team Collaboration