Financial Planning Administrator / IFA Administrator
Listed on 2026-08-01
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Finance & Banking
Financial Reporting, Financial Advisor / Consultant, Financial Analyst, Business Administration
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
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