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Permanent

IFA Administrator

Shrewsbury
money-bag 32000.00-32000.00 Annual
3085439390
Posted Today

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firmAs 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 informationMeeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasksProcessing - issuing LOAs, submitting business, updating the CRM system (Intelliflo)Providers - liaising with providers to chase for outstanding itemsThe company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them.IFA Administrator RequirementsYou should have experience as an IFA Administrator or similar roleIndividuals with Intelliflo experience would be ideal, but not essentialYou should be able to manage multiple tasks and complete within agreed timescalesThe CompanyThis long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for the

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