Eden Rose in Altrincham is seeking a diligent financial planning administration professional to support advisers and clients through the planning process, handling new business administration and ensuring accurate case processing.
You will liaise with providers and clients, manage applications from submission to completion, maintain CRM records, prepare client packs, and help the team meet FCA requirements while upholding confidentiality and high service standards.
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Senior IFA Administrator: Client & Case Management in Altrincham employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
