Accounting/Financial/Insurance
Financial Planning Administrator / IFA Administrator
CV-Library
Shrewsbury, Shropshire
£30000 - £40000/annum
Permanent
Full Time
Posted 22 Jun 2026
Financial Planning Administrator / IFA Administrator
Shrewsbury, Shropshire
£30,000 – £40,000 DOE
Full Time | Permanent | Office Based
Join an Award-Winning Financial Planning Team
We 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 NS&I 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 Role
Responsibilities will include:
* Processing new business and provider applications
* Managing client reviews and ongoing servicing requirements
* Obtaining policy information and Letters of Authority
* Maintaining accurate client records and CRM systems
* Liaising with clients, providers, advisers and paraplanners
* Supporting fund switches, withdrawals and transfers
* Assisting with Anti-Money Laundering (AML) checks and client due diligence
* Preparing documentation and reports for client meetings
* Monitoring outstanding requirements and progressing cases efficiently
* Ensuring all administration is completed in line with FCA regulations and internal compliance procedures
About You
You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail.
You will possess:
* A minimum of 2 years’ experience within Financial Services Administration
* Knowledge of pensions, investments and protection products
* Excellent organisational and administrative skills
* Strong communication skills, both written and verbal
* High levels of accuracy and attention to detail
* Experience using financial planning platforms and back-office systems
* A sound understanding of compliance and regulatory requirements
Desirable Experience
* O&M, Morningstar or Selectapension
* Quilter, Transact, 7IM or similar platforms
* Cashcalc, Voyant or other cashflow modelling software
* Working towards, or interested in studying for, professional qualifications
Why Join Us?
* Salary £30,000 – £40,000 depending on experience
* Supportive and collaborative working environment
* Support to attain DipFS of Chartered Progression to Paraplanner or Adviser
* Exposure to a wide range of financial planning cases
* Modern offices with free on-site parking
* Company pension scheme
* 22 days holiday plus bank holidays
* Early finish every Friday
Working Hours
Monday to Thursday: 8.45am – 5.30pm
Friday: 8.45am – 1.15pm
This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.
Apply Now
To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury, please submit a copy of your CV and covering letter using the apply button provided.
Shrewsbury, Shropshire
£30,000 – £40,000 DOE
Full Time | Permanent | Office Based
Join an Award-Winning Financial Planning Team
We 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 NS&I 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 Role
Responsibilities will include:
* Processing new business and provider applications
* Managing client reviews and ongoing servicing requirements
* Obtaining policy information and Letters of Authority
* Maintaining accurate client records and CRM systems
* Liaising with clients, providers, advisers and paraplanners
* Supporting fund switches, withdrawals and transfers
* Assisting with Anti-Money Laundering (AML) checks and client due diligence
* Preparing documentation and reports for client meetings
* Monitoring outstanding requirements and progressing cases efficiently
* Ensuring all administration is completed in line with FCA regulations and internal compliance procedures
About You
You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail.
You will possess:
* A minimum of 2 years’ experience within Financial Services Administration
* Knowledge of pensions, investments and protection products
* Excellent organisational and administrative skills
* Strong communication skills, both written and verbal
* High levels of accuracy and attention to detail
* Experience using financial planning platforms and back-office systems
* A sound understanding of compliance and regulatory requirements
Desirable Experience
* O&M, Morningstar or Selectapension
* Quilter, Transact, 7IM or similar platforms
* Cashcalc, Voyant or other cashflow modelling software
* Working towards, or interested in studying for, professional qualifications
Why Join Us?
* Salary £30,000 – £40,000 depending on experience
* Supportive and collaborative working environment
* Support to attain DipFS of Chartered Progression to Paraplanner or Adviser
* Exposure to a wide range of financial planning cases
* Modern offices with free on-site parking
* Company pension scheme
* 22 days holiday plus bank holidays
* Early finish every Friday
Working Hours
Monday to Thursday: 8.45am – 5.30pm
Friday: 8.45am – 1.15pm
This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.
Apply Now
To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury, please submit a copy of your CV and covering letter using the apply button provided.