Eden Rose is seeking an IFA Administrator to support advisers and maintain client and plan data within the IO system. The role involves gathering plan information from providers, updating contributions and withdrawals, and ensuring timely delivery for meetings.
You will also validate funds, reconcile unit balances, and ensure price feeds feed into accurate plan values. The position is hybrid in Hampshire and permanent, with a salary in the £28k–£34k range.
#J-18808-LjbffrHybrid IFA Administrator: Plan Data & Compliance Specialist in Winchester 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.
