At a Glance
- Tasks: Support financial planners by processing applications and managing client reviews.
- Company: Award-winning independent financial planning firm in Shrewsbury.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work in a dynamic environment with excellent career growth.
- Why this job: Join a respected team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills.
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 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 Responsibilities will include:
- 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
Financial Planning Administrator / IFA Administrator employer: The FIMS Consultancy
Join a prestigious independent financial planning firm in Shrewsbury, where you will be part of an award-winning team dedicated to delivering exceptional client service and technical excellence. With a strong focus on professional development and a supportive work culture, this role offers you the opportunity to grow alongside industry leaders while contributing to long-term client relationships. Enjoy a competitive salary and the satisfaction of being part of a highly respected organisation that values its employees and their contributions.
