Job Ref: 90762
Location: Bury
Salary: £25,000 - £30,000 Per Annum
Employment Type: Permanent
We’re recruiting for an Entry Level IFA Administrator to join a friendly and supportive wealth management firm. This is an excellent opportunity for someone looking to build a long-term career within financial services, with full training and ongoing development provided.
The Role
- Support Financial Advisers and Paraplanners with day-to-day administration.
- Prepare client meeting packs and documentation.
- Submit new business applications and monitor their progress.
- Liaise with clients and providers by phone and email.
- Process letters of authority and obtain policy information.
- Maintain accurate client records and update the back-office system.
- Arrange client meetings and assist with diary management.
About You
- Previous administration or customer service experience.
- An interest in financial services and wealth management.
- Strong organisational skills and excellent attention to detail.
- Confident communicator with a professional approach.
- Good knowledge of Microsoft Office.
Entry Level – IFA Administrator in Bury employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
