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Date Added: Sat 31/05/2025

IFA Administrator - Shrewsbury - Up To £32,500

Shrewsbury, UK
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Company: HEAT RECRUITMENT

Job Type: Permanent, FullTime

Salary: £25,000 - £32,500 per annum

Job Title: IFA AdministratorLocation: Shrewsbury, UKWorking Hours: FlexibleJob Type: Full-Time or Part-Time

Benefits:

  • 5 weeks holiday + bank holidays

  • Flexible working hours to adapt to personal requirements/arrangements

  • Funding for relevant exams for staff

  • A supportive and collaborative office environment with low staff turnover and a culture that values long-term commitment

About the Company:This well-established financial services firm operates from two offices, offering comprehensive advice on both the IFA and mortgage sides of the business. The team is dedicated to providing high-quality service to clients and is currently seeking a Part-Time IFA Administrator to join their 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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