At a Glance
- Tasks: Support financial advisers and paraplanners with administrative tasks in a dynamic team.
- Company: Join a relationship-focused independent financial planning practice in Uxbridge.
- Benefits: Competitive salary, bonus scheme, hybrid working, and professional development opportunities.
- Other info: Enjoy a defined career path and progression opportunities in a growing practice.
- Why this job: Be part of a supportive team that values collaboration and exceptional client service.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 33000 - 36000 £ per year.
- Job Details
- Location: Uxbridge, Greater London
- Employment Type: Permanent
- Salary: £33,000 – £36,000 per annum + Bonus
About the Role
IFA Administrator – Hybrid Working | Full‑Time (37.5 hours per week)
Join a Relationship‑Focused Independent Financial Planning Practice.
We’re seeking an organised and proactive Financial Services Administrator to play a key role in supporting our advisers, paraplanners and clients.
This is an opportunity to become an integral member of a close‑knit team that values professionalism, collaboration and exceptional client service.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners
- Process new business across pensions, investments and protection
- Manage Letters of Authority (LOAs), including tracking and provider follow‑up
- Support the Annual Review Service through valuations, policy information gathering and review preparation
- Prepare documentation and client information for meetings
- Liaise with providers, platforms and third parties to progress cases
- Maintain accurate client records and workflows within Intelligent Office (i O)
- Support paraplanners with report preparation and documentation
- Keep clients informed throughout the advice process
- Ensure all administration is completed accurately and within service standards
- Contribute ideas to improve operational efficiency and client services
About You – Essential Experience
- Previous experience within a Financial Services Administration role
- Good understanding of pensions, investments and protection products
- Experience managing new business and provider correspondence
- Excellent organisational and time‑management skills
- Strong attention to detail
- Excellent written and verbal communication skills
- Professional and personable approach with clients
- Competent user of Microsoft Office
Desirable Experience
- Experience using Intelligent Office (i O)
- Experience using FE Analytics
- Familiarity with financial services platforms and provider systems
- Experience supporting Financial Planners within an Independent Financial Advice practice
- What We’re Looking For – You’ll Thrive In This Role If You
- Take ownership of your workload and see tasks through to completion
- Enjoy being part of a collaborative team
- Build strong relationships with colleagues, clients and providers
- Communicate confidently and professionally
- Have a proactive approach and strong problem‑solving skills
- Take pride in delivering outstanding client service
- Value long‑term relationships over transactional working
- Salary & Benefits
- £33,000 – £36,000 depending on experience
- Business Performance Bonus Scheme (approximately £3,000 per annum)
- Hybrid Working
- 25 Days Annual Leave + Bank Holidays
- Auto‑Enrolment Pension
- Ongoing Professional Development & Training
- Defined Career Path
- Progression Opportunities into Paraplanning
- Supportive, Collaborative Working Environment
Why Join Us?
We believe great client outcomes start with great people. We’re building a business where every team member has a voice, contributes to our success and shares in our achievements.
We’re looking for a long‑term opportunity with a growing independent financial planning practice that values professionalism, teamwork and exceptional client service.
Apply today to become part of our growing team.
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IFA Administrator in Uxbridge 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.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Uxbridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Uxbridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
