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:
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Processing new business and provider applications
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Managing client reviews and ongoing servicing requirements
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Obtaining policy information and Letters of Authority
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Maintaining accurate client records and CRM systems
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Liaising with clients, providers, advisers and paraplanners
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Supporting fund switches, withdrawals and transfers
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Assisting with Anti-Money Laundering (AML) checks and client due diligence
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Preparing documentation and reports for client meetings
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Monitoring outstanding requirements and progressing cases efficiently
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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:
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A minimum of 2 years’ experience within Financial Services Administration
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Knowledge of pensions, investments and protection products
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Excellent organisational and administrative skills
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Strong communication skills, both written and verbal
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High levels of accuracy and attention to detail
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Experience using financial planning platforms and back-office systems
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A sound understanding of compliance and regulatory requirements
Desirable Experience
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O&M, Morningstar or Selectapension
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Quilter, Transact, 7IM or similar platforms
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Cashcalc, Voyant or other cashflow modelling software
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Working towards, or interested in studying for, professional qualifications
Why Join Us?
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Salary £30,000 – £40,000 depending on experience
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Supportive and collaborative working environment
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Support to attain DipFS of Chartered Progression to Paraplanner or Adviser
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Exposure to a wide range of financial planning cases
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Modern offices with free on-site parking
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Company pension scheme
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22 days holiday plus bank holidays
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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
