This is an excellent opportunity for an IFA Administrator to join an established IFA firm in Shrewsbury with a strong reputation for excellence in the financial services industry. You will be working in a small and friendly team reporting directly to the Directors.
They have a very well-established client base and are an independent Firm with regional coverage. Depending on your aspirations there are opportunities to move into either Senior Administration positions or Adversary roles within the firm in the future.
In this role, you will be supporting a team of IFA's and assisting with all aspects of business processing. You will be liaising with clients and providers so client interaction skills are important.
To be considered:
Ideally, you will have a background in an IFA
Experience in providing administrative support in an independent wealth management firm
Knowledge and understanding of the FCA.