Financial Planning Assistant

Eden Rose; Chorley; On-site; GBP 21,000 - 28,000; Full time

Job summary

Eden Rose is seeking an experienced IFA Administrator to join their independent financial advisory team. The role is based in the office, supporting Financial Advisers and delivering excellent client experiences through efficient administrative processes.

The successful candidate will handle new business, client records, review packs and liaise with clients, providers and third parties, ensuring FCA compliance and a high standard of service.

Qualifications

• Experience as an IFA Administrator or Financial Services Administrator.
• Knowledge of pensions, investments and protection products.
• Experience using CRM/back-office systems.
• Excellent organisational skills and attention to detail.
• Strong communication and client service skills.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide administrative support to Financial Advisers
• Process new business and update client records
• Prepare client review packs and supporting documents
• Liaise with clients, providers and third parties to obtain information
• Process policy servicing requests (withdrawals, fund switches, contributions, transfers)
• Schedule client appointments and manage adviser diaries
• Maintain accurate records using CRM/back-office systems
• Ensure documentation meets FCA compliance requirements
• Deliver professional client service via telephone and email

Skills

Organisational skills

Communication skills

Client service

Attention to detail

Multitasking ability

Tools

CRM software

Job description

We are recruiting on behalf of a well-established and growing Independent Financial Adviser (IFA) practice seeking an experienced IFA Administrator to join their friendly and supportive team.

This is an office-based role offering the opportunity to work closely with Financial Advisers, providing high-quality administrative support while delivering an excellent client experience.

Responsibilitie

• sProvide administrative support to Financial Advisers
• .Process new business and maintain client records
• .Prepare client review packs and supporting documentation
• .Liaise with clients, providers and third parties to obtain information and resolve queries
• .Process policy servicing requests, including withdrawals, fund switches, contributions and transfers
• .Schedule client appointments and manage adviser diaries
• .Maintain accurate records using CRM and back-office systems
• .Ensure all documentation meets FCA compliance requirements
• .Deliver a professional and efficient service to clients via telephone and email

Requiremen

• tsPrevious experience as an IFA Administrator or Financial Services Administrato
• r.Knowledge of pensions, investments and protection product
• s.Experience using CRM/back-office system
• s.Excellent organisational skills and attention to detai
• l.Strong communication and client service skill
• s.Ability to manage multiple tasks in a fast-paced environmen