Senior IFA Administrator

Eden Rose; Belfast City District; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Pension contribution

9-5 hours

PT/FT options

Level 4 diploma study

Supportive team culture

Job summary

Eden Rose in Belfast is seeking an IFA Administrator to support advisers in a hybrid environment. The role focuses on assisting wealth management activities and coordinating client administration.

Salary ranges from £30,000 to £40,000 per year with potential up to £40,000 and flexible hours (9-5), permanent position with opportunities for study toward Level 4 diploma and pension contribution.

Qualifications

• Proven experience within an advisory or wealth management environment.
• Prior experience with supporting an adviser
• Good understanding of financial products – investment & pensions
• Proficient in using financial planning platforms

Skills

Wealth management experience

Adviser support

Financial products knowledge

Financial planning platforms

Job description

IFA Administrator

Belfast, hybrid

Up to £40,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being.

Job Ref: 90983

Location: Belfast

Salary: £30,000 - £40,000 Per Annum

Employment Type: Permanent

• Location: Belfast, Belfast
• Type: Permanent
• Job #90983
• Salary: £30,000 - £40,000 Per Annum

Benefits

• Up to £40,000
• Hours: 9 to 5pm
• Open to part time or full time applicants
• Pension contribution
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to study towards the Level 4 diploma

To Be Considered For This Adviser Support Position

• Proven experience within an advisory or wealth management environment.
• Prior experience with supporting an adviser
• Good understanding of financial products – investment & pensions
• Proficient in using financial planning platforms

Job Synonyms: Technical Admin, Technical Support, Financial Planning Admin, IFA Support, Report Writing