Full job descriptionFinancial 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.