Senior IFA Admin - Hybrid Role in Financial Planning
Senior IFA Admin - Hybrid Role in Financial Planning

Senior IFA Admin - Hybrid Role in Financial Planning

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Eden Rose

At a Glance

  • Tasks: Support advisers and manage pensions, investments, and protection cases using Intelligent Office.
  • Company: Join Eden Rose, a supportive team in the financial planning sector.
  • Benefits: Enjoy a competitive salary, hybrid working, and a collaborative environment.
  • Other info: Permanent role with excellent opportunities for professional development.
  • Why this job: Make a real difference in financial planning while growing your career.
  • Qualifications: 5+ years of experience with strong organisational and communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Eden Rose is seeking a Senior IFA Administrator to join their team in Grimsby. This permanent role involves supporting advisers, processing pensions, investments, and protection cases using Intelligent Office (iO).

Ideal candidates will have at least 5 years of relevant experience, excellent organizational skills, and strong communication abilities.

The role offers a salary between £30,000 and £40,000, along with hybrid working arrangements and a supportive team environment.

Senior IFA Admin - Hybrid Role in Financial Planning employer: Eden Rose

Eden Rose is an excellent employer that values its employees by offering a supportive team environment and hybrid working arrangements, allowing for a healthy work-life balance. With competitive salaries ranging from £30,000 to £40,000 and opportunities for professional growth, this role in Grimsby not only provides meaningful work in financial planning but also fosters a culture of collaboration and development.
Eden Rose

Contact Detail:

Eden Rose Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior IFA Admin - Hybrid Role in Financial Planning

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don’t be shy!

✨Tip Number 2

Prepare for those interviews! Research Eden Rose and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially in processing pensions and investments.

✨Tip Number 3

Show off your skills! If you have experience with Intelligent Office (iO), make sure to highlight that in conversations. Practical examples of how you've used it can really set you apart from other candidates.

✨Tip Number 4

Apply through our website! We make it easy for you to submit your application directly, and it shows you're serious about joining the team. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Senior IFA Admin - Hybrid Role in Financial Planning

Intelligent Office (iO)
Pension Processing
Investment Processing
Protection Case Management
Organisational Skills
Communication Skills
Team Collaboration
Financial Planning Knowledge
Client Support
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in processing pensions and investments!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior IFA Administrator role. We love seeing enthusiasm and a clear understanding of what we do at Eden Rose.

Show Off Your Organisational Skills: Since this role requires excellent organisational abilities, give us examples of how you've managed multiple tasks or projects in the past. We want to know how you keep everything running smoothly!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Eden Rose

✨Know Your Stuff

Make sure you brush up on your knowledge of Intelligent Office (iO) and the specific processes involved in pensions, investments, and protection cases. Being able to discuss these topics confidently will show that you're not just familiar with the role but also genuinely interested in it.

✨Showcase Your Experience

With at least 5 years of relevant experience required, be ready to share specific examples from your past roles. Highlight situations where your organisational skills and communication abilities made a difference, especially in supporting advisers or managing complex cases.

✨Ask Smart Questions

Prepare thoughtful questions about the team dynamics and the hybrid working model. This shows that you’re not only interested in the role but also in how you can fit into their culture and contribute positively to the team.

✨Practice Makes Perfect

Consider doing mock interviews with a friend or using online resources. Practising your responses to common interview questions can help you articulate your thoughts clearly and reduce any nerves on the day.

Senior IFA Admin - Hybrid Role in Financial Planning
Eden Rose

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>