IFA Administrator

Eden Rose; Trafford; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Pension contribution

Parking

DIS

Career progression

Job summary

Eden Rose is seeking an IFA Administrator in Altrincham to support advisers in delivering tailored financial planning services. You will use your technical knowledge to prepare research, liaise with clients and providers, and ensure client records are up to date.

Join a wealth management firm that values growth, professional development, and collaborative teamwork, with opportunities to advance within the business.

Qualifications

• Proven IFA administration experience within an advisory or wealth management environment.
• Understanding of financial products - investment, pensions, tax planning.
• Proficient in using financial planning software and CRM systems; training can be provided.

Responsibilities

• Support advisers to deliver exceptional financial planning services.
• Prepare research and liaise with clients and providers.
• Ensure all client records are up to date.

Skills

IFA administration

Research preparation

Client liaison

CRM proficiency

Tools

Financial planning software

CRM systems

Job description

IFA Administrator
Altringham
Up to £35,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.

As an IFA admin you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date.

Benefits

• Up to £35,000
• Pension contribution
• Parking
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to advance towards

To be considered for this IFA Administrator position

• Proven IFA Administratorexperience within an advisory or wealth management environment.
• Understanding of financial products - investment, pensions, tax planning
• Proficient in using financial planning software and CRM systems- training can be provided

Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support #LI-LW1