IFA Administrator

IFA Administrator – Full Time

Location: Shrewsbury (Office-based)

Salary: Negotiable depending on experience and qualifications

Join a Growing Financial Planning Firm

We are seeking a proactive, organised, and detail-focused IFA Administrator to join a well-established financial planning business. This is an excellent opportunity for an experienced administrator, ideally with financial services exposure, to play a key role in supporting advisers and delivering a high-quality client experience.

You’ll work closely with financial planners, paraplanners, and client service professionals, helping ensure the smooth day-to-day running of the business while maintaining the highest standards of accuracy and compliance.

The Role

As an IFA Administrator, your responsibilities will include:

Client Documentation & Communication

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• Preparing and issuing Letters of Authority and liaising with providers to obtain information
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• Producing portfolio valuations for client review meetings
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• Preparing client packs for review and prospective client meetings
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• Regularly liaising with clients, servicing them to a high standard
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Systems & Data Management

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• Maintaining accurate and up-to-date client records on the back-office system
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• Supporting compliance with internal procedures and regulatory requirements
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Office Administration

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• Managing incoming and outgoing post, scanning, printing, and filing
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• Monitoring adviser diaries and ensuring paperwork is prepared ahead of meetings
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• Managing office supplies and supporting efficient information flow across the business
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Task & Workload Management

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• Prioritising tasks effectively and meeting deadlines in a fast-paced environment
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About You

Essential

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• Strong administration experience
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• Excellent attention to detail and organisational skills
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• Ability to multitask and work under pressure
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• Confident using Microsoft Office
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Desirable

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• Previous experience within financial services or IFA administration
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• Strong communication and problem-solving skills
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Salary & Benefits

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• 20 days holiday + bank holidays + Birthday off and Christmas/New Year closure
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• Pension scheme
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• Private medical insurance and death in service benefit (after qualifying period)
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• Opportunities for volunteering, team events, and social activities
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• Ongoing training and career development opportunities
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Why Join Us?

You’ll be joining a supportive, professional environment where client care, teamwork, and personal development are genuinely valued. This is a great opportunity to build a long-term career within a respected financial planning firm that combines strong processes with a friendly, people-focused culture