Back to search
Job Title: Part-Time IFA AdministratorLocation: Shrewsbury, UKWorking Hours: FlexibleJob 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 a Part-Time IFA Administrator to 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
