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IFA Administrator
Heat RecruitmentShrewsbury30+ days ago
Job type
- Part-time
Job descriptionProvide 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 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
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 :
Requirements :
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Ifa Administrator • Shrewsbury