Financial Planning Administrator / IFA Administrator

Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office BasedJoin an Award-Winning Financial Planning TeamWe 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 NSandI 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 RoleResponsibilities will include:Processing new business and provider applicationsManaging client reviews and ongoing servicing requirementsObtaining policy information and Letters of AuthorityMaintaining accurate client records and CRM systemsLiaising with clients, providers, advisers and paraplannersSupporting fund switches, withdrawals and transfersAssisting with Anti-Money Laundering (AML) checks and client due ..... full job details .....