Financial Planning Assistant

Eden Rose; Macclesfield; Hybrid; GBP 23,000 - 32,000; Full time

Job summary

Eden Rose is seeking an IFA Administrator in Macclesfield with hybrid working arrangements. The role supports Financial Advisers and Paraplanners across the full client journey in a friendly, professional environment.

Responsibilities include administrative support for advisers, meeting prep, processing new business, liaising with providers, and maintaining compliance records. Experience in IFA/financial planning is preferred and familiarity with back-office systems is advantageous.

Qualifications

• Experience in IFA/financial planning or wealth management environments.
• Strong attention to detail and organisational skills.
• Confident communication with clients and providers.

Responsibilities

• Support advisers and paraplanners with day-to-day administration.
• Prepare client meeting and annual review documentation.
• Process new business and client transactions.
• Liaise with providers, clients and third parties.
• Manage Letters of Authority and outstanding requirements.
• Maintain accurate client records and compliance documentation.
• Update back-office systems.
• Assist with client onboarding and ongoing servicing.

Skills

IFA experience

Attention to detail

Organisational skills

Client communication

Tools

Intelligent Office

Xplan

Job description

IFA Administrator - Macclesfield - Hybrid

We’re working with an established and growing financial planning business in Macclesfield that is looking to add an experienced IFA Administrator to its team.

This is a varied role supporting Financial Advisers and Paraplanners across the full client journey, within a friendly and professional environment.

The Role

• Supporting advisers and paraplanners with day-to-day administration
• Preparing client meeting and annual review documentation
• Processing new business and client transactions
• Liaising with providers, clients and third parties
• Managing Letters of Authority and outstanding requirements
• Maintaining accurate client records and compliance documentation
• Updating back-office systems
• Assisting with client onboarding and ongoing servicing

About You

• Previous experience within an IFA, financial planning or wealth management environment
• Strong attention to detail and organisation
• Confident communicating with clients and providers
• Good understanding of financial planning administration
• Experience with back-office systems such as Intelligent Office or Xplan would be advantageous