Client-Focused IFA Administrator & Adviser Support

Eden Rose; Leicester; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Career progression

Job summary

Eden Rose in Leicester is seeking an experienced IFA Administrator to support Financial Advisers and clients, ensuring a high level of service and smooth case handling from start to finish.

You will work closely with Advisers, manage diaries, prepare documentation, process new business, and coordinate with providers to progress cases. There is genuine opportunity to develop professionally as the firm grows.

Qualifications

• Provide day-to-day administration support to Financial Advisers.
• Maintain accurate client records and documentation.
• Coordinate client meetings and prepare meeting packs.

Responsibilities

• Providing day-to-day administration support to Financial Advisers.
• Managing adviser diaries and coordinating client meetings.
• Preparing meeting packs, reports and client documentation.
• Processing new business and client servicing requests.
• Liaising with providers, clients and third parties to progress cases.

Skills

Administrative support

Diary management

Client servicing

Communication with clients

Job description

Eden Rose in Leicester is seeking an experienced IFA Administrator to support Financial Advisers and clients, ensuring a high level of service and smooth case handling from start to finish.

You will work closely with Advisers, manage diaries, prepare documentation, process new business, and coordinate with providers to progress cases. There is genuine opportunity to develop professionally as the firm grows.