Eden Rose
Entry Level – IFA Administrator
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Entry Level – IFA Administrator
Entry Level IFA Administrator | Bury, Lancashire
Job Ref: 90762 Location: Bury, Lancashire Salary: £25,000 - £30,000 Per Annum Employment Type: Permanent
Our friendly and supportive wealth management firm is recruiting for an Entry Level IFA Administrator—an excellent stepping stone for a long-term career in financial services. Full training and ongoing development are provided.
The Role
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- Support Financial Advisers and Paraplanners with day-to-day administration
- Prepare client meeting packs and documentation
- Submit new business applications and monitor their progress
- Liaise with clients and providers via phone and email
- Process letters of authority and obtain policy information
- Maintain accurate client records and update the back-office system
- Arrange client meetings and assist with diary management
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About You
We’re looking for candidates who can bring:
- Previous administration or customer service experience
- An interest in financial services and wealth management
- Strong organisational skills and excellent attention to detail
- A confident communicator with a professional approach
- Good knowledge of Microsoft Office
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