Eden Rose is seeking an IFA Administrator to join its growing wealth management team in the Yorkshire area. The role focuses on delivering a high standard of client service while supporting Advisors, Paraplanners and clients through the advice process.
You will handle diary management, client inquiries, and ongoing administration across pensions, investments and protection, ensuring accurate records and smooth workflows. Previous wealth management experience is preferred.
#J-18808-LjbffrWealth Management IFA Administrator: Client Services & Case Prep 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.
