Senior IFA Administrator — Wealth Management Support

Eden Rose; United Kingdom; On-site; GBP 26,000 - 38,000; Full time

Job summary

Eden Rose is seeking an experienced IFA Administrator to support Financial Planners and Advisers in delivering high-quality wealth management services. The role involves assisting with new and ongoing business, client reviews, and general case management.

You will liaise with clients, providers and Advisers, process transactions across pensions, investments, ISAs, bonds and protection, and prepare correspondence and reports.

Qualifications

• Experience supporting Financial Planners, Advisers or Wealth Managers.
• Strong understanding of investment products.
• Experience working with high-net-worth (HNW) clients.

Responsibilities

• Acting as a key point of contact for clients, providers and Advisers.
• Processing new and ongoing business across pensions, investments, ISAs, bonds and protection.
• Preparing client correspondence, reports and suitability report enclosures.
• Managing Letters of Authority and obtaining policy and investment information.
• Producing portfolio valuations, tax packs and annual review documentation.
• Liaising with providers to resolve queries and ensure changes are completed.
• Monitoring cases, chasing outstanding requirements and keeping business moving through to completion.
• Supporting Advisers and Paraplanners with day-to-day case management.
• Maintaining accurate client records and updating internal systems.
• Coordinating Adviser diaries, appointments and client meetings.
• Supporting the wider administration team during busy periods.

Skills

Experience supporting financial Advise

Investment product knowledge

Experience with high-net-worth clients

Job description

Eden Rose is seeking an experienced IFA Administrator to support Financial Planners and Advisers in delivering high-quality wealth management services. The role involves assisting with new and ongoing business, client reviews, and general case management.

You will liaise with clients, providers and Advisers, process transactions across pensions, investments, ISAs, bonds and protection, and prepare correspondence and reports.