Eden Rose is seeking an experienced IFA Administrator to join our established wealth management business in the UK. You will be the first point of contact for clients and support advisers with diary management, meeting packs, and client meetings, ensuring smooth case progression.
Responsibilities include processing new business, fund switches, AML checks, maintaining accurate client records, and keeping advisers and clients updated.
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Wealth Admin & Client Liaison Specialist in Egham 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.
