Financial Planning Administrator​/IFA Administrator

Financial Planning Administrator / IFA Administrator

Location:

Shrewsbury, Shropshire. Salary: £30,000 – £40,000 depending on experience. Full Time | Permanent | Office Based.

We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position suits an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. The firm has built its reputation on technical excellence, professionalism and long‑term client relationships. It 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.

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

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

• 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

• 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

Monday to Thursday: 8:45 am – 5:30 pm
Friday: 8:45 am – 1:15 pm