Eden Rose
Financial Planning Assistant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Opportunity
We are recruiting on behalf of a well-established and growing Independent Financial Adviser (IFA) practice seeking an experienced IFA Administrator to join their friendly and supportive team.
This is an office-based role offering the opportunity to work closely with Financial Advisers, providing high-quality administrative support while delivering an excellent client experience.
Responsibilities
- Provide administrative support to Financial Advisers.
- Process new business and maintain client records.
- Prepare client review packs and supporting documentation.
- Liaise with clients, providers, and third parties to obtain information and resolve queries.
- Process policy servicing requests, including withdrawals, fund switches, contributions, and transfers.
- Schedule client appointments and manage adviser diaries.
- Maintain accurate records using CRM and back-office systems.
- Ensure all documentation meets FCA compliance requirements.
- Deliver a professional and efficient service to clients via telephone and email.
Reasons to use Rodeo
Start with a chat, not a search bar
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.
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.
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.
Requirements
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Previous experience as an IFA Administrator or Financial Services Administrator.
- Knowledge of pensions, investments, and protection products.
- Experience using CRM/back-office systems.
- Excellent organizational skills and attention to detail.
- Strong communication and client service skills.
- Ability to manage multiple tasks in a fast-paced environment.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills