Shrewsbury
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:
- 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
What next?
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery,