Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Oversee IFA administration and support a small, close-knit team.
- Company: Established IFA practice in Amersham with a loyal client base.
- Benefits: Competitive salary, free parking, and funded professional development.
- Other info: Enjoy a stable work-life balance with excellent career growth opportunities.
- Why this job: Step into a senior role and make a real impact in a supportive environment.
- Qualifications: 5+ years in IFA administration and strong pensions knowledge required.
The predicted salary is between 35000 - 45000 £ per year.
A long-established, high-quality IFA practice based in Amersham, Buckinghamshire is looking to appoint an experienced Senior IFA Administrator to join their close-knit team. This role is a key hire for the business, created to help maintain service levels for a high-net-worth client base during a period of continued growth.
Opportunity
- Well-established IFA firm with a stable, loyal client bank
- Focus on existing HNW clients, not high-volume new business
- Small, supportive team environment (3 staff total)
- Opportunity to step into a senior, trusted admin role with some paraplanner responsibilities without needing previous senior title experience
The Role
You’ll take responsibility for overseeing the day-to-day administration and back-office function, supporting the sole adviser and working closely with two other experienced team members.
Key Responsibilities
- End-to-end IFA administration and workflow oversight
- Pensions-focused administration (approx. 65% of business)
- LOAs, fund switches and client servicing
- Supporting suitability and report writing (some paraplanning exposure)
- Maintaining high compliance and service standards
- Acting as a senior point of support within the office
What We’re Looking For
- 5+ years’ experience in an IFA administration role (ideally)
- Strong pensions knowledge (RO4 highly desirable)
- At least a couple of RO exams completed, with the ambition to progress to Level 4
- Comfortable stepping into a senior position with autonomy and responsibility
- Looking to develop long-term within administration/paraplanning (not a trainee adviser route)
- Professional, reliable and confident working in a small, established team
Working Pattern & Benefits
- Fully office-based (occasional ad-hoc WFH only in emergencies)
- Free on-site parking
- Excellent transport links (200m from station, local amenities nearby)
- 22 days holiday + bank holidays, increasing with service
- Office closes over Christmas (taken from annual allowance)
- Aviva pension (5% employer / 3% employee)
- Future exams and qualifications will be fully funded.
Senior IFA Administrator in Amersham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Amersham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in IFA roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your pensions knowledge and compliance standards. We want you to feel confident discussing your experience and how it aligns with the role of Senior IFA Administrator.
✨Tip Number 3
Showcase your soft skills! In a small team, being professional and reliable is key. Be ready to share examples of how you've supported colleagues or managed client relationships effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior IFA Administrator in Amersham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your relevant experience, especially in pensions administration and any paraplanning tasks you've handled. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our close-knit team. Share specific examples of your past work that demonstrate your ability to maintain high compliance and service standards.
Showcase Your Experience: Don’t just list your previous roles; describe your responsibilities and achievements in detail. We’re particularly interested in your 5+ years of IFA administration experience and any RO exams you've completed. This helps us see your journey and growth!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Eden Rose
✨Know Your Pensions Inside Out
Since this role focuses heavily on pensions, make sure you brush up on your knowledge. Be prepared to discuss specific pension products and regulations, as well as any recent changes in the industry. This will show that you're not just familiar with the basics but are genuinely invested in the field.
✨Demonstrate Team Spirit
This position is all about working closely with a small team. Highlight your experience in collaborative environments and share examples of how you've supported colleagues in the past. Emphasise your ability to step into a senior role while still being a reliable team player.
✨Showcase Your Compliance Awareness
Compliance is key in the IFA world. Be ready to discuss how you've maintained high compliance standards in previous roles. Bring examples of how you've handled compliance issues or ensured that processes were followed correctly, as this will demonstrate your reliability and professionalism.
✨Prepare for Paraplanning Questions
Even if you haven't held a formal paraplanner title, be prepared to talk about any relevant experience. Discuss your understanding of suitability reports and how you've contributed to report writing in the past. This will show your ambition to grow within the role and take on more responsibilities.