Hybrid IFA Administrator: Client-Focused Wealth Support

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

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.