At a Glance
- Tasks: Support advisers with client onboarding and manage investment and pension administration.
- Company: Eden Rose, a dynamic firm in Wirral focused on client services.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a small team and make a real difference in clients' financial journeys.
- Qualifications: Detail-oriented with strong administrative skills and ability to manage multiple cases.
The predicted salary is between 22050 - 26950 £ per year.
Eden Rose in Wirral is seeking an IFA Admin to support advisers with client onboarding, investment and pension administration, and routine servicing.
You'll handle client applications, liaise with providers by phone and email, maintain accurate records, and work with Intelligent Office & Plannr.
This role suits a detail-focused administrator who can manage several cases and work independently within a small team.
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IFA Admin: Client Services & Pensions Specialist 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.
