Eden Rose is seeking an experienced IFA Administrator in the Liverpool area to support Financial Advisers and clients through the full financial planning process.
The role involves preparing client documentation and meeting packs, processing new business and ongoing servicing, and liaising with providers. A background in wealth management and strong attention to detail are essential. Experience with platforms such as Intelliflo/iO and CashCalc is beneficial.
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IFA Administrator — Wealth Management Support in Liverpool 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.
