IFA Administrator

An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm in the heart of Shrewsbury.

Our client is a well-established Independent Financial Advisory firm, providing clear and tailored financial advice to individuals, families, and businesses to help secure their financial future.

This office-based role will support Financial Advisors with a range of administrative duties, ensuring smooth client service and compliance standards are maintained. Full-time and part-time hours are available.

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• Providing administrative support to Financial Advisors
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• Processing new business applications including pensions, investments, and protection
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• Liaising with providers, platforms, and clients for updates and information
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• Maintaining accurate client records and CRM systems
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• Handling client queries professionally and efficiently
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• Managing appointments and advisor diaries
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• Assisting with compliance and FCA requirements
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• Supporting clients through onboarding and review processes
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• Previous experience in an IFA or financial services administration role is essential
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• Good understanding of pensions, investments, and protection products
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• Strong organisational skills and attention to detail
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• Confident communication and interpersonal skills
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• Experience with CRM/back-office systems such as Intelligent Office or Adviser Office
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• Able to work independently and within a team
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• Financial services qualifications (or working towards them) are advantageous
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• Monday to Friday with flexible working hours
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• Part-time hours available, including a 4-day working week
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• Ongoing training and professional development support
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• Friendly office environment with opportunities for career progression
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