IFA Administrator

IFA Administrator

Shrewsbury (Hybrid working after 12 months)

Salary up to £32,000

An established financial services practice based in Shrewsbury is looking to recruit an IFA Administrator to support its Adviser team and contribute to the smooth day-to-day running of the business.

This is an excellent opportunity for someone who enjoys working in a structured, client-focused environment and takes pride in accuracy, organisation and delivering high-quality support.

The Role

Reporting to the Practice Manager, you will play a key role in requesting, tracking and collating policy information on behalf of the Adviser team. You will also support the wider practice in meeting regulatory requirements and achieving its overall business objectives.

Key Responsibilities

Supporting the Adviser & Practice Management

" Manage letters of authority and policy information requests efficiently

" Track policy requests and provide regular updates to Advisers

" Communicate effectively with clients, providers and third parties

" Collate and provide complete and accurate policy information within agreed timescales

" Liaise with the paraplanning team to ensure all required data is provided

" Support general office requirements as directed

Gathering & Managing Information

" Issue letters of authority promptly to providers

" Request, ch...