Description

Job Title: IFA AdministratorLocation: Shrewsbury (Fully Office-Based)Salary: £25,000 - £30,000 DOEJob Type: Full-TimeStudy Support AvailableAbout the Role:We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office.Key Responsibilities:

• Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs)
• Process new business applications and ongoing client servicing requirements
• Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work
• Prepare documentation and reports for client meetings and annual reviews
• Maintain accurate client records and ensure compliance with FCA regulations
• Support the financial planning process, ensuring all files are audit-ready

What We're Looking For:

• Previous experience in an IFA or financial planning administration role is highly desirable
• Strong administrative, organisational, and communication skills
• Attention to detail and ability to manage multiple tasks efficiently
• Good knowledge of financial products such as pensions, investments, and protection
• Proficient with Microsoft Office and ideally CRM/financial software systems
• A positive, proactive attitude and willingness to learn
• Interest in or progress toward professional qualifications (e.g., CII)

What We Offer:

• Competitive salary of £25,000 - £30,000 depending on experience
• Full study support towards industry qualifications
• A professional, fully office-based role within a supportive team
• Career development opportunities within a growing business
• Modern Shrewsbury office with a collaborative and friendly work culture