At a Glance
- Tasks: Support financial planners and deliver exceptional client service in a dynamic team.
- Company: Award-winning independent financial planning firm in Shrewsbury.
- Benefits: Competitive salary, professional development support, and early finishes on Fridays.
- Other info: Collaborative environment with opportunities for career progression.
- Why this job: Join a respected team and make a real impact in financial planning.
- Qualifications: 2+ years in financial services, strong communication, and attention to detail.
The predicted salary is between 30000 - 40000 £ 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, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners.
Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards.
The Role
- Processing new business and provider applications
- Managing client reviews and ongoing servicing requirements
- Obtaining policy information and Letters of Authority
- Maintaining accurate client records and CRM systems
- Liaising with clients, providers, advisers and paraplanners
- Supporting fund switches, withdrawals and transfers
- Assisting with Anti-Money Laundering (AML) checks and client due diligence
- Preparing documentation and reports for client meetings
- Monitoring outstanding requirements and progressing cases efficiently
- Ensuring all administration is completed in line with FCA regulations and internal compliance procedures
About You
You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess:
- A minimum of 2 years experience within Financial Services Administration
- Knowledge of pensions, investments and protection products
- Excellent organisational and administrative skills
- Strong communication skills, both written and verbal
- High levels of accuracy and attention to detail
- Experience using financial planning platforms and back-office systems
- A sound understanding of compliance and regulatory requirements
Desirable Experience
- O&M, Morningstar or Selectapension
- Quilter, Transact, 7IM or similar platforms
- Cashcalc, Voyant or other cashflow modelling software
- Working towards, or interested in studying for, professional qualifications
Why Join Us?
- Salary £30,000 - £40,000 depending on experience
- Supportive and collaborative working environment
- Support to attain DipFS or Chartered
- Progression to Paraplanner or Adviser
- Exposure to a wide range of financial planning cases
- Modern offices with free on-site parking
- Company pension scheme
- 22 days holiday plus bank holidays
- Early finish every Friday
This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.
Apply Now
To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury, please submit a copy of your CV and covering letter using the apply button provided.
Financial Planning Administrator / IFA Administrator in Newport employer: Career poster
Join our award-winning financial planning team in Shrewsbury, where we pride ourselves on delivering exceptional service and maintaining long-term client relationships. As a Financial Planning Administrator, you will benefit from a supportive and collaborative work environment, opportunities for professional growth, and a commitment to quality that has earned us numerous industry accolades. Enjoy modern office facilities, a competitive salary, and the chance to progress your career while making a meaningful impact in clients' lives.
