Senior IFA Admin & Elite Client Support Lead in Sunderland

Senior IFA Admin & Elite Client Support Lead in Sunderland

Sunderland Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Eden Rose

At a Glance

  • Tasks: Provide high-level admin support and manage complex client workflows.
  • Company: Join a dynamic team at Eden Rose in Norwich.
  • Benefits: Strong training, career progression, and a supportive work environment.
  • Why this job: Make a real impact by supporting high-net-worth clients and directors.
  • Qualifications: Experience in administration and excellent communication skills.

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

Eden Rose is seeking a Senior IFA Administrator – Director Client Support to join our Norwich-based team.

You will provide high-level administrative support to a Director and manage complex client workflows.

Key duties include diary management, handling high-net-worth client communications, preparing client packs, and ensuring compliance across new business and post-sale processes.

The role offers progression and strong training.

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Senior IFA Admin & Elite Client Support Lead in Sunderland employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Senior IFA Admin & Elite Client Support Lead in Sunderland

Diary Management
Client Communication
High-Net-Worth Client Support
Administrative Support
Workflow Management
Compliance Knowledge
Preparation of Client Packs