IFA Administrator - Wealth Management Support

Eden Rose; Eastbourne; On-site; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Pension contribution above auto-enrolm

Salary sacrifice scheme

Death in Service cover

20 days holiday plus bank holidays

Stable, supportive and professional工作環

Job summary

Eden Rose in Hove, East Sussex, is seeking an IFA Administrator to join its wealth management team. This office-based role supports Chartered Financial Planners and ensures smooth day-to-day administration for around 200 existing clients.

You will handle day-to-day administration, process new business, maintain records, coordinate diaries, and prepare documentation for meetings. There are opportunities for advanced support work over time and a supportive working environment.

Qualifications

• Experience in financial planning, wealth management or IFA administration.
• Excellent organisational and communication skills.
• Strong attention to detail and accuracy.
• Professional and client-focused approach.
• Willingness to support all areas of the business when required.

Responsibilities

• Supporting Financial Planners with day-to-day administration.
• Processing new business applications and maintaining accurate records.
• Managing and updating client information on the back-office system.
• Chasing providers and clients for outstanding documentation and information.
• Booking appointments and coordinating adviser diaries.
• Answering incoming calls and handling client enquiries professionally.
• Preparing documentation for client meetings.
• Assisting with fund research and performance monitoring.
• Maintaining compliance and documentation standards.
• Providing general office and administrative support as required.

Skills

Organisational skills

Communications

Attention to detail

Client-focused

Team support

Tools

Intelligent Office (IO)

Job description

Eden Rose in Hove, East Sussex, is seeking an IFA Administrator to join its wealth management team. This office-based role supports Chartered Financial Planners and ensures smooth day-to-day administration for around 200 existing clients.

You will handle day-to-day administration, process new business, maintain records, coordinate diaries, and prepare documentation for meetings. There are opportunities for advanced support work over time and a supportive working environment.