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, early finishes, and generous holiday allowance.
- Other info: Collaborative environment with opportunities for career progression.
- Why this job: Join a respected team and make a real impact on clients' financial futures.
- 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
Working Hours
- Monday to Thursday: 8.45am - 5.30pm
- Friday: 8.45am - 1.15pm
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 Shrewsbury employer: Career poster
Join a highly respected independent financial planning firm in Shrewsbury, where you will be part of an award-winning team dedicated to delivering exceptional client service. With a supportive and collaborative work culture, opportunities for professional growth, and a commitment to employee development, this company values its staff and fosters a rewarding environment. Enjoy modern offices, competitive salary, and benefits including early finishes on Fridays and a company pension scheme.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator / IFA Administrator in Shrewsbury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Career poster. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator / IFA Administrator in Shrewsbury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Career poster.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Career poster's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Career poster
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Career poster.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Career poster will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Career poster employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
