Eden Rose Wealth Management in Liverpool is seeking an experienced IFA Administrator to join our team. You will support Financial Advisers, manage the day-to-day administration of new and ongoing business, and build strong client relationships.
Key responsibilities include supporting advisers, processing pensions, investments, ISAs, bonds and protection, and maintaining client records and communications. You will coordinate adviser diaries and assist during busy periods.
#J-18808-Ljbffr
Wealth Management Administrator for Financial Advisers in Chorley 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.