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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
