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Ifa Administrator
Job Summary
Advertiser
Salary / Rate
Posted
Premier Jobs UK
Neg
17th March 2026
Location
Start Date
Shropshire
Type
Job Sector
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Admin & Secretarial
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: * Client relationships – welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information * Meeting preparation – preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks * Processing – issuing LOAs, submitting business, updating the CRM system (Intelliflo) * Providers – liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as…
