IFA Administrator

Job Title: IFA Administrator Location: Shrewsbury, UK Job Type: Full time onsite Benefits: 5 weeks holiday + bank holidays Flexible working hours to adapt to personal requirements / arrangements Funding for relevant exams for staff Our office environment is supportive and collaborative, with low staff turnover and a culture that values long-term commitment. About Us: We are a well-established financial services firm with two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. Our team is dedicated to providing high-quality service to our clients, and we are currently seeking a IFA Administrator to join our 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