Financial Planning Administrator / IFA Administrator
📍 Shrewsbury, Shropshire
💷 £30,000 – £40,000 DOE
🕒 Full Time | Permanent | Office Based
Join an Award-Winning Financial Planning Team
We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury.
This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues.
You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners.
Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards.
The Role
Responsibilities will include:
Processing new business and provider applications
Managing client reviews and ongoing servicing requirements
Obtaining policy information and Letters of Authority
Maintaining accurate client records and CRM systems
Liaising with clients, providers, advisers and paraplanners
Supporting fund switches, withdrawals and transfers
Assisting with Anti-Money Laundering (AML) checks and client due diligence
Preparing documentation and reports for client meetings
Monitoring outstanding requirements and progressing cases efficiently
Ensuring all administration is completed in line with FCA regulations and internal compliance procedures
About You
You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail.
You will possess:
A minimum of 2 years’ experience within Financial Services Administration
Knowledge of pensions, investments and protection products
Excellent organisational and administrative skills
Strong communication skills, both written and verbal
High levels of accuracy and attention to detail
Experience using financial planning platforms and back-office systems
A sound understanding of compliance and regulatory requirements
Desirable Experience
O&M, Morningstar or Selectapension
Quilter, Transact, 7IM or similar platforms
Cashcalc, Voyant or other cashflow modelling software
Working towards, or interested in studying for, professional qualifications
Why Join Us?
Salary £30,000 – £40,000 depending on experience
Supportive and collaborative working environment
Support to attain DipFS of Chartered Progression to Paraplanner or Adviser
Exposure to a wide range of financial planning cases
Modern offices with free on-site parking
Company pension scheme
22 days holiday plus bank holidays
Early finish every Friday
Working Hours
Monday to Thursday: 8.45am – 5.30pm
Friday: 8.45am – 1.15pm
This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.
Apply Now
To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury, please submit a copy of your CV and covering letter using the apply button provided.
