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IFA Administrator

IFA Administrator

INTEGRO PARTNERS LTDShrewsbury, Shropshire, UK
10 days ago
Job type
  • Full-time
Job description

Job Title : IFA Administrator Location : Shrewsbury (Fully Office-Based) Salary : £25,000 - £30,000 DOE Job Type : Full-Time Study Support Available About the Role : We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities :

  • Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs)
  • Process new business applications and ongoing client servicing requirements
  • Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work
  • Prepare documentation and reports for client meetings and annual reviews
  • Maintain accurate client records and ensure compliance with FCA regulations
  • Support the financial planning process, ensuring all files are audit-ready

What We're Looking For :

  • Previous experience in an IFA or financial planning administration role is highly desirable
  • Strong administrative, organisational, and communication skills
  • Attention to detail and ability to manage multiple tasks effi...

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    Ifa Administrator • Shrewsbury, Shropshire, UK