IFA Administrator

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.

As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.

Your responsibilities as a Financial Services Administrator will include:

• Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information
• Meeting preparation preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks
• Processing issuing LOAs, submitting business, and updating the CRM system (Intelliflo)
• Provider liaison chasing providers for outstanding i...