Senior IFA Administrator

Eden Rose; Basingstoke; On-site; GBP 38,000 - 42,000; Full time

Job summary

Eden Rose is seeking an experienced Senior IFA Administrator to join our established Wealth Management business, providing high-level administrative support to Financial Advisers and their clients. The role focuses on client reviews, new business processing, and ensuring FCA/Consumer Duty compliance.

You will support Advisers with research and client recommendations, manage correspondence and records, and help improve administrative processes.

Qualifications

• Experience in IFA/Wealth Management administration.
• Strong attention to detail and excellent communication skills.
• Good understanding of regulatory requirements in financial advice.
• Ability to work independently as well as part of a team.

Responsibilities

• Managing client review preparation, valuations and review packs.
• Processing new business, transfers, withdrawals and policy changes.
• Liaising with providers and chasing outstanding information.
• Supporting Advisers with research, investment information and client recommendations.
• Preparing client correspondence and maintaining accurate records.
• Managing client files and ensuring FCA/Consumer Duty compliance.
• Acting as a key contact for Advisers, clients and providers.
• Supporting and improving administrative processes where required.

Skills

IFA/Wealth management admin

Attention to detail

Communication skills

Regulatory knowledge

Independent worker

Team player

Tools

Microsoft Office

Financial services systems

Job description

We are recruiting for an experienced Senior IFA Administrator to join an established Wealth Management business, providing high-level administrative support to Financial Advisers and their clients.

Key Responsibilities

• Managing client review preparation, valuations and review packs.
• Processing new business, transfers, withdrawals and policy changes.
• Liaising with providers and chasing outstanding information.
• Supporting Advisers with research, investment information and client recommendations.
• Preparing client correspondence and maintaining accurate records.
• Managing client files and ensuring compliance with FCA and Consumer Duty requirements.
• Acting as a key point of contact for Advisers, clients and providers.
• Supporting and improving administrative processes where required.

About You

• Strong experience within IFA/Wealth Management administration.
• Confident supporting Financial Advisers with complex client cases.
• Excellent organisation, attention to detail and communication skills.
• Good understanding of the financial advice process and regulatory requirements.
• Confident using financial services systems and Microsoft Office.
• Proactive, reliable and able to work independently as well as part of a team.