IFA Admin & Office Manager — Shape a New Cambridge Office

Eden Rose; Cambridge; On-site; GBP 34,000 - 36,000; Full time

Benefits offered by this job

Parking

Professional development

Job summary

Eden Rose in Cambridge is seeking an experienced IFA Administrator & Office Manager to join its new Trumpington office. The role blends financial planning administration with front‑of‑house client service and day‑to‑day office management.

Approximately 80% of the role will focus on financial planning administration, with the remaining 20% covering client experience, reception and general office management.

Qualifications

• At least two years’ experience in IFA administration within a financial planning or wealth management practice.
• Strong organisational skills and attention to detail.
• Excellent client-facing communication and a friendly, professional manner.

Responsibilities

• Provide administrative support to financial advisers, including processing new business, liaising with providers and clients, and maintaining accurate records.
• Support the preparation and organisation of client meetings, ensuring a welcoming and professional experience.
• Act as the main point of contact for clients, visitors and a small business sharing the office.
• Assist with day-to-day running of the office, including ordering supplies, taking meter readings and reporting building maintenance issues.

Skills

Administrative support

Client service

Organisational skills

Communication

Tools

Microsoft Office

Job description

Eden Rose in Cambridge is seeking an experienced IFA Administrator & Office Manager to join its new Trumpington office. The role blends financial planning administration with front‑of‑house client service and day‑to‑day office management.

Approximately 80% of the role will focus on financial planning administration, with the remaining 20% covering client experience, reception and general office management.