Job Title

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firmThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs.This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including:Client relationships welcoming clients to the office, liaising with them to organize meetings, following up any outstanding informationMeeting preparation preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasksProcessing issuing LOAs, submitting business, updating the CRM system (Intelliflo)Providers liaising with providers to chase for outstanding itemsThe company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them.IFA Administrator RequirementsYou should have experience as an IFA Administrator or similar roleIndividuals with Intelliflo experience would be ideal, but not essentialYou should be able to manage multiple tasks and complete within agreed timescalesThe CompanyThis long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member.IFA Administrator BenefitsSalary of up to 32,000 depending on experienceCompany benefits include 25 days holiday + bank holidays, pension37.5 hours per week, although would consider part-timeFlexible start / finish time if desiredMainly office based roleLocationShrewsburyLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ