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Eden Rose

Financial Planning Administrator

Westerham
£26k – £32k/yr
Posted about 16 hours ago
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Job Ref

90779

Location

Westerham

Salary

£26,000 - £32,000 Per Annum

Employment Type

Permanent

Location: Westerham, Kent

Type: Permanent

Job #90779

Salary: £26,000 - £32,000 Per Annum


IFA Administrator

Kent, 2 days from home

Salary: Up to £32,000

We are a highly reputable IFA firm providing holistic financial planning advice to private and corporate clients across the UK. Specialising in investments and pensions, we pride ourselves on a unique, relationship-led financial planning process that delivers long-term value to clients and has driven exceptional client retention and sustained business growth.

Due to continued expansion, they are now looking to welcome an IFA Administrator to join their supportive and professional team.

As an IFA Administrator, you will play a key role in supporting several Financial Advisers and Paraplanners, ensuring the smooth and efficient delivery of financial planning services. This is an excellent opportunity for an experienced administrator looking to develop their career within a forward-thinking IFA practice.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Benefits

  • Salary up to £32,000
  • 24 days’ holiday + bank holidays
  • Birthday off and office closure at Christmas
  • Company pension scheme
  • Private medical insurance
  • Access to financial planning services
  • Health & wellbeing programme
  • Free onsite parking
  • Sponsorship for relevant professional exams and paid study leave
  • Paid volunteer and charity leave for recognised events

To be considered for this Adviser Support role, you will ideally have:

  • Previous experience in an IFA Administrator / Adviser Support role
  • Experience working within a financial planning environment
  • Good industry knowledge of Investments and Pensions
  • Strong organisational skills and attention to detail

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Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. This discussion will also explore your career goals and highlight any other relevant IFA support roles that may suit your experience.

Know someone suitable? Refer a friend or colleague and receive £200 if we help them secure a new role.

Keywords: IFA Administrator, Adviser Support, Financial Planning Administrator, Client Manager, Sales Support

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Skills

IFA Administration
Financial Planning
Investment Knowledge
Pension Knowledge
Organizational Skills
Attention to Detail
Adviser Support

Location

Westerham, England, United Kingdom

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