Financial Planning Administrator / IFA Administrator

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.