Eden Rose in Liverpool is seeking an IFA Administrator to support Financial Advisers and wealth management operations, handling day-to-day administration of new and ongoing business. You will coordinate client communications, process pensions, investments, ISAs, bonds and protection, prepare reports, manage letters of authority, and maintain accurate client records, working closely with advisers.
The role is ideal for someone with financial services administration experience, strong
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IFA Administrator: Client & Portfolio Support 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.
