IFA Administrator

IFA Administrator - Full Time Location: Shrewsbury (Office-based) Salary: Negotiable depending on experience and qualifications Join a Growing Financial Planning Firm We are seeking a proactive, organised, and detail-focused IFA Administrator to join a well-established financial planning business. This is an excellent opportunity for an experienced administrator, ideally with financial services exposure, to play a key role in supporting advisers and delivering a high-quality client experience. You''ll work closely with financial planners, paraplanners, and client service professionals, helping ensure the smooth day-to-day running of the business while maintaining the highest standards of accuracy and compliance. The Role As an IFA Administrator, your responsibilities will include: Client Documentation and Communication Preparing and issuing Letters of Authority and liaising with providers to obtain information Producing portfolio valuations for client review meetings Preparing client packs for review and prospective client meetings Regularly liaising with clients, servicing them to a high standard Systems and Data Management Maintaining accurate and up-to-date client records on the back-office system Supporting compliance with internal procedures and regulatory requirements Office Administration Managing incoming and outgoing post, scanning, printing, and filing Monitoring adviser diaries and ensuring paperwork is prepared ahead of meetings Managing office supplies ..... full job details .....