Senior IFA Administrator - Remote, Growth & Impact in Leeds

Senior IFA Administrator - Remote, Growth & Impact in Leeds

Leeds Full-Time 27000 - 33000 Β£ / year (est.) Working from home possible
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At a Glance

  • Tasks: Support Advisers and Paraplanners with client case administration and enhance client experiences.
  • Company: Eden Rose, a growing wealth management team with a supportive culture.
  • Benefits: Fully remote work, clear career progression, and a collaborative environment.
  • Other info: Ideal for those seeking growth in a thriving industry.
  • Why this job: Join a dynamic team and make a real impact in wealth management.
  • Qualifications: Prior IFA administration experience and strong skills in pensions, investments, and CRM.

The predicted salary is between 27000 - 33000 Β£ per year.

Eden Rose is seeking a Senior IFA Administrator to join our growing wealth management team.

This fully remote role supports Advisers and Paraplanners in end-to-end client case administration and delivers a high-quality client experience.

Based in West Yorkshire or surrounding areas, applicants must have prior IFA administration experience and strong pensions, investments, and CRM skills such as Intelligent Office or Xplan.

The position offers a supportive culture and clear career progression.

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Senior IFA Administrator - Remote, Growth & Impact in Leeds 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.

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Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Senior IFA Administrator - Remote, Growth & Impact in Leeds

IFA Administration
Pensions Knowledge
Investment Knowledge
CRM Skills
Intelligent Office
Xplan
Client Case Administration