IFA Administrator in Shrewsbury

IFA Administrator – Shrewsbury – up to £32,500

Job Title: Part-Time IFA Administrator
Location: Shrewsbury, UK
Working Hours: Flexible
Job Type: Full-Time or Part-Time

Benefits:

• 5 weeks holiday + bank holidays

• Flexible working hours to adapt to personal requirements/arrangements

• Funding for relevant exams for staff

• A supportive and collaborative office environment with low staff turnover and a culture that values long-term commitment

About the Company:
This well-established financial services firm operates from two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. The team is dedicated to providing high-quality service to clients and is currently seeking aPart-Time IFA Administratorto join their dynamic and friendly team.

Key Responsibilities:

• Provide administrative support to the IFA team and Paraplanners

• Assist in managing client documentation and correspondence

• Ensure efficient record-keeping and data management

• Collaborate with team members to streamline office processes

• Liaise with clients and external stakeholders as needed

Requirements:

• Previous experience in a similar administrative role within the financial services sector

• Strong organisational and communication skills

• Knowledge of IFA and mortgage operations is advantageous