Senior IFA Administrator - Client Services & Onboarding

Eden Rose; Bishop's Stortford; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Free onsite parking

28 days holiday

Pension: 5% EE & 5% ER

Discretionary bonus

Private medical insurance

Job summary

Eden Rose is seeking a Senior IFA Administrator in Bishop’s Stortford to support the Client Services team. The role involves onboarding, ongoing administration and liaison with advisers, wealth planners and providers for high-net-worth clients.

The successful candidate will handle full client journey tasks, ensure accuracy across records, and contribute to ongoing professional development within a well-established wealth management business.

Qualifications

• Experience in IFA/financial planning administration is essential.
• Solid understanding of financial planning processes and products.
• Experience dealing with clients, ideally high-net-worth clients.
• Excellent attention to detail and strong organisational skills.
• Proficient in Microsoft Office and IT systems.

Responsibilities

• Assisting with new client onboarding, including AML checks and letters of authority.
• Processing investments, protection policies, transfers, contributions and withdrawals.
• Maintaining accurate client records and back-office systems.
• Liaising with clients, providers and platforms to progress requests.
• Managing client queries and keeping clients updated throughout the process.
• Preparing documentation and annual review packs for Advisers.

Skills

IFA administration experience

Financial planning knowledge

Client service experience (HNW)

Attention to detail

Microsoft Office

IT skills

Education

CII Level 4 or higher

Tools

CRM / back-office systems

Job description

Eden Rose is seeking a Senior IFA Administrator in Bishop’s Stortford to support the Client Services team. The role involves onboarding, ongoing administration and liaison with advisers, wealth planners and providers for high-net-worth clients.

The successful candidate will handle full client journey tasks, ensure accuracy across records, and contribute to ongoing professional development within a well-established wealth management business.