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IFA Administrator

IFA Administrator

Heat RecruitmentShrewsbury
30+ days ago
Job type
  • Part-time
Job description

Location

Shrewsbury

Salary £20000 - £25000 TypePermanent WorkplaceOn-Site Ref88064

Job Title : Part-Time IFA Administrator

Location : Shrewsbury, UK

Working Hours :  flexible

Job Type : Part-Time

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 Part-Time 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
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    Ifa Administrator • Shrewsbury