IFA Administrator — Wealth Planning Support

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

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.