IFA Administrator

This IFA
Administrator job in Shrewsbury provides an opportunity to join a local IFA firm

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 information
• Meeting preparation – preparing client
  files ahead of time, liaising with the Financial Advisors to identify upcoming
  tasks
• Processing – issuing LOAs,
  submitting business, updating the CRM system (Intelliflo)
• Providers – liaising with providers
  to chase for outstanding items

The company
will provide support towards professional development, as evidenced by their current
Paraplanner starting as an Administrator with them.

IFA Administrator Requirements

• You
  should have experience as an IFA Administrator or similar role
• Individuals
  with Intelliflo experience would be ideal, but not essential
• You should
  be able to manage multiple tasks and complete within agreed timescales

The Company

This 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 Benefits

• Salary
  of up to £32,000 depending on experience
• Company
  benefits include 25 days holiday + bank holidays, pension
• 37.5
  hours per week, although would consider part-time
• Flexible
  start / finish time if desired
• Mainly
  office based role

Location

Shrewsbury

Call us now on 0208 0044 154 or click Apply

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