Eden Rose
Financial Planning Assistant
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
IFA Administrator - Chorley
About the Role
An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team. This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners.
- Act as a point of contact for clients, providers and advisers.
- Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
- Prepare client correspondence, reports and suitability report enclosures.
- Manage Letters of Authority and obtain policy and investment information.
- Produce portfolio valuations, tax packs and annual review documentation.
- Liaise with providers to resolve queries and ensure requests are completed.
- Monitor cases, chase outstanding requirements and keep business moving through to completion.
- Maintain accurate client records and update internal systems.
- Coordinate adviser diaries, appointments and client meetings.
- Support the wider administration team during busy periods.
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.
About You
- Previous experience in an IFA or Wealth Management administration role.
- Good understanding of pensions, investments and financial services products.
- Experience supporting Financial Advisers or Wealth Managers.
- Strong organisational skills and the ability to manage a varied workload.
- Excellent communication skills and a professional, client-focused approach.
- High attention to detail and the ability to work effectively within a team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
“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
Location