Eden Rose is seeking an IFA Administrator in Southport to support Financial Advisers and clients across the full financial planning process. You will prepare client documentation, process new business and ongoing servicing, and liaise with providers.
The ideal candidate has experience in IFA/wealth management, good product knowledge, and strong attention to detail with excellent communication. Opportunities to develop qualifications exist.
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IFA Administrator: Client Services & Compliance in West Kirby 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.