IFA Administrator
Eden Rose · Shrewsbury, England, United Kingdom
Apply & track with Apply EdgeBenefits
5 weeks holiday + bank holidaysFlexible working hours to adapt to personal requirements / arrangementsFunding for relevant exams for staffOur 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 IFA Administrator to join our dynamic and friendly team.
Key Responsibilities
Provide administrative support to the IFA team and ParaplannersAssist in managing client documentation and correspondenceEnsure efficient record-keeping and data managementCollaborate with team members to streamline office processesLiaise with clients and external stakeholders as needed
Requirements
Previous experience in a similar administrative role within the financial services sectorStrong organisational and communication skillsKnowledge of IFA and mortgage operations is advantageous