Eden Rose is seeking an experienced IFA Administrator to support Financial Planners and Advisers in delivering high-quality wealth management services. The role involves assisting with new and ongoing business, client reviews, and general case management.
You will liaise with clients, providers and Advisers, process transactions across pensions, investments, ISAs, bonds and protection, and prepare correspondence and reports.
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Senior IFA Administrator β Wealth Management 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.