Description

IFA Administrator – Full Time

Location: Shrewsbury (Office-based)

Salary: Negotiable depending on experience and qualifications

Join a Growing Financial Planning Firm

We are seeking a proactive, organised, and detail-focused IFA Administrator to join a well-established financial planning business. This is an excellent opportunity for an experienced administrator, ideally with financial services exposure, to play a key role in supporting advisers and delivering a high-quality client experience.

You’ll work closely with financial planners, paraplanners, and client service professionals, helping ensure the smooth day-to-day running of the business while maintaining the highest standards of accuracy and compliance.

The Role

As an IFA Administrator, your responsibilities will include:

Client Documentation & Communication

• Preparing and issuing Letters of Authority and liaising with providers to obtain information
• Producing portfolio valuations for client review meetings
• Preparing client packs for review and prospective client meetings
• Regularly liaising with clients, servicing them to a high standard

Systems & Data Management

• Maintaining accurate and up-to-date client records on the back-office system
• Supporting compliance with internal procedures and regulatory requirements

Office Administration

• Managing incoming and outgoing post, scanning, printing, and filing
• Monitoring adviser diaries and ensuring paperwork is prepared ahead of meetings
• Managing office supplies and supporting efficient information flow across the business

Task & Workload Management

• Prioritising tasks effectively and meeting deadlines in a fast-paced environment

About You

Essential

• Strong administration experience
• Excellent attention to detail and organisational skills
• Ability to multitask and work under pressure
• Confident using Microsoft Office

Desirable

• Previous experience within financial services or IFA administration
• Strong communication and problem-solving skills

Salary & Benefits

• 20 days holiday + bank holidays + Birthday off and Christmas/New Year closure
• Pension scheme
• Private medical insurance and death in service benefit (after qualifying period)
• Opportunities for volunteering, team events, and social activities
• Ongoing training and career development opportunities

Why Join Us?

You’ll be joining a supportive, professional environment where client care, teamwork, and personal development are genuinely valued. This is a great opportunity to build a long-term career within a respected financial planning firm that combines strong processes with a friendly, people-focused culture