IFA Administrator — Wealth Planning Support

Eden Rose

Trafford

On-site

GBP 32,000 - 39,000

Full time

38 hours ago
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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

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.

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