IFA Administrator | Hybrid Role with Training & Progression

Eden Rose; Birmingham; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid work pattern

Training & development

Professional qualifications

Clear progression opportunities

Job summary

Eden Rose is seeking an experienced IFA Administrator to join a busy independent financial planning team in Birmingham. This hybrid role offers 4 days in the office and 1 day from home, with a salary of £28,000–£32,000 plus training and development, professional qualifications and clear progression opportunities.

In this role you provide administration support to Financial Advisers, process new business, assist with suitability reports, liaise with advisers and clients, and help maintain

Qualifications

• Previous IFA / financial services administration experience advantageous
• Strong administration and organisational skills
• Excellent attention to detail
• Comfortable working in a busy environment
• Professional and confident communicator
• Client-focused and commercially aware
• Strong team player with a positive, can-do attitude
• Experience with suitability reports and new business desirable
• Most importantly, someone who fits the team and is happy to get stuck in

Responsibilities

• Provide administration support to Financial Advisers
• Process new business and support ongoing client servicing
• Assist with suitability reports and associated administration
• Liaise with advisers, Paraplanners and clients
• Manage a busy workflow and competing priorities
• Support the team with a high volume of client activity
• Work across dedicated new-business and ongoing-client-service functions
• Maintain accurate records and ensure work is completed efficiently

Skills

Administration

Organisation

Attention to detail

Communication

Job description

Eden Rose is seeking an experienced IFA Administrator to join a busy independent financial planning team in Birmingham. This hybrid role offers 4 days in the office and 1 day from home, with a salary of £28,000–£32,000 plus training and development, professional qualifications and clear progression opportunities.

In this role you provide administration support to Financial Advisers, process new business, assist with suitability reports, liaise with advisers and clients, and help maintain