Financial Planning Administrator / IFA Administrator

Financial Planning Administrator /IFA Administrator
Shrewsbury, Shropshire\n
\n £30,000 £40,000 DOE\n
\n Full Time | Permanent | Office Based\n
Join an Award-Winning Financial Planning Team
We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury.\n
\nThis position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues.\n
\nYou will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners.\n
\nWorking closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards.\n
The Role
Responsibilities will include:\n

\n
• Processing new business and provider applications
\n
• Managing client reviews and ongoing servicing requirements
\n
• Obtaining policy information and Letters of Authority
\n
• Maintaining accurate client records and CRM systems
\n
• Liaising with clients, providers, advisers and paraplanners
\n
• Supporting fund switches, withdrawals and transfers
\n
• Assisting with Anti-Money Laundering (AML) checks and client due diligence
\n
• Preparing documentation and reports for client meetings
\n
• Monitoring outstanding requirements and progressing cases efficiently
\n
• Ensuring all administration is completed in line with FCA regulations and internal compliance procedures
\n

About You
You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail.\n
\nYou will possess:\n

\n
• A minimum of 2 years experience within Financial Services Administration
\n
• Knowledge of pensions, investments and protection products
\n
• Excellent organisational and administrative skills
\n
• Strong communication skills, both written and verbal
\n
• High levels of accuracy and attention to detail
\n
• Experience using financial planning platforms and back-office systems
\n
• A sound understanding of compliance and regulatory requirements
\n

Desirable Experience\n

\n
• O&M, Morningstar or Selectapension
\n
• Quilter, Transact, 7IM or similar platforms
\n
• Cashcalc, Voyant or other cashflow modelling software
\n
• Working towards, or interested in studying for, professional qualifications
\n

Why Join Us?\n

\n
• Salary £30,000 £40,000 depending on experience
\n
• Supportive and collaborative working environment
\n
• Support to attain DipFS of Chartered Progression to Paraplanner or Adviser
\n
• Exposure to a wide range of financial planning cases
\n
• Modern offices with free on-site parking
\n
• Company pension scheme
\n
• 22 days holiday plus bank holidays
\n
• Early finish every Friday
\n

Working Hours
Monday to Thursday: 8.45am 5.30pmFriday: 8.45am 1.15pm\n
\nThis is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.\n
Apply Now
To apply for theFinancial Planning Administrator / IFA Administratorrole based inShrewsbury, please submit a copy of your CV and covering letter using the apply button provided.\n
\n

JBRP1_UKTJ